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 755 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,341
shares
|
$127,893
0.0% of portfolio
|
Q3 2021
Reduced 8.24%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,161
shares
|
$121,003
0.0% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,142
shares
|
$120,275
0.02% of portfolio
|
Q1 2022
Added 11.02%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,130
shares
|
$119,816
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,127
shares
|
$119,701
0.0% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,074
shares
|
$117,672
0.01% of portfolio
|
Q1 2020
Reduced 1.27%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,055
shares
|
$116,945
0.02% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,052
shares
|
$116,830
0.02% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3,020
shares
|
$115,605
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
3,003
shares
|
$114,954
0.02% of portfolio
|
Q1 2025
Reduced 45.77%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,994
shares
|
$114,610
0.0% of portfolio
|
Q2 2025
Added 1042.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,969
shares
|
$113,653
0.0% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,747
shares
|
$105,155
0.01% of portfolio
|
Q2 2025
Added 168.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,740
shares
|
$104,887
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,681
shares
|
$102,628
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,540
shares
|
$97,231
0.0% of portfolio
|
Q2 2025
Added 92.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,531
shares
|
$96,886
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,511
shares
|
$96,121
0.0% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,476
shares
|
$94,781
0.01% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,473
shares
|
$94,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,416
shares
|
$92,484
0.01% of portfolio
|
Q2 2025
Reduced 51.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,338
shares
|
$89,498
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,082
shares
|
$79,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,049
shares
|
$78,435
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,047
shares
|
$78,359
0.0% of portfolio
|
Q2 2025
Added 7.34%
|