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 743 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$58,290
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,500
shares
|
$58,290
0.01% of portfolio
|
Q3 2023
Reduced 52.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,483
shares
|
$57,629
0.01% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,472
shares
|
$57,201
0.0% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,453
shares
|
$56,463
0.01% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,406
shares
|
$54,637
0.01% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,360
shares
|
$52,849
0.01% of portfolio
|
Q1 2025
Added 101.78%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,320
shares
|
$51,295
0.0% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,250
shares
|
$48,575
0.01% of portfolio
|
Q1 2025
Reduced 41.86%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,250
shares
|
$48,575
0.0% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,215
shares
|
$47,214
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,154
shares
|
$44,844
0.05% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,125
shares
|
$43,717
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,115
shares
|
$43,328
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,110
shares
|
$43,134
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,062
shares
|
$41,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,031
shares
|
$40,064
0.04% of portfolio
|
Q2 2022
Reduced 32.35%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,030
shares
|
$40,025
0.0% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,024
shares
|
$39,792
0.0% of portfolio
|
Q1 2025
Added 59.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
976
shares
|
$37,927
0.0% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
950
shares
|
$36,917
0.0% of portfolio
|
Q1 2025
Added 74.95%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
914
shares
|
$35,518
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
900
shares
|
$34,974
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
882
shares
|
$34,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
850
shares
|
$33,031
0.01% of portfolio
|
Q1 2025
New holding
|