Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 664 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $7.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
818
shares
|
$28,638
0.0% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
814
shares
|
$28,498
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
813
shares
|
$28,463
0.01% of portfolio
|
Q1 2023
Reduced 64.85%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
802
shares
|
$28,078
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$28,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
787
shares
|
$27,552
0.0% of portfolio
|
Q3 2024
Added 91.02%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
773
shares
|
$27,062
0.0% of portfolio
|
Q3 2024
Added 61.38%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
753
shares
|
$26,362
0.0% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
750
shares
|
$26,257
0.02% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
733
shares
|
$25,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
716
shares
|
$25,067
0.0% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
712
shares
|
$24,927
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
705
shares
|
$24,682
0.01% of portfolio
|
Q3 2021
Added 2103.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
674
shares
|
$23,596
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$23,316
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
666
shares
|
$23,316
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$23,316
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
655
shares
|
$22,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
652
shares
|
$22,826
0.0% of portfolio
|
Q3 2024
Added 39.32%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
650
shares
|
$22,756
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
625
shares
|
$21,881
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
625
shares
|
$21,881
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
599
shares
|
$20,970
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
573
shares
|
$20,060
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
566
shares
|
$19,815
0.0% of portfolio
|
Q1 2024
Reduced 6.6%
|