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 738 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 $8.37 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
|
$56,205
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,483
shares
|
$55,568
0.01% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,472
shares
|
$55,155
0.0% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,406
shares
|
$52,682
0.01% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,360
shares
|
$50,959
0.01% of portfolio
|
Q1 2025
Added 101.78%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,250
shares
|
$46,837
0.01% of portfolio
|
Q1 2025
Reduced 41.86%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,250
shares
|
$46,837
0.0% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,240
shares
|
$46,462
0.04% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,215
shares
|
$45,526
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,125
shares
|
$42,153
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,115
shares
|
$41,779
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,110
shares
|
$41,591
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,062
shares
|
$39,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,031
shares
|
$38,631
0.04% of portfolio
|
Q2 2022
Reduced 32.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,024
shares
|
$38,369
0.0% of portfolio
|
Q1 2025
Added 59.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
976
shares
|
$36,570
0.0% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
950
shares
|
$35,596
0.0% of portfolio
|
Q1 2025
Added 74.95%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
914
shares
|
$34,247
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
900
shares
|
$33,723
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
848
shares
|
$31,774
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
826
shares
|
$30,950
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
825
shares
|
$30,912
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
824
shares
|
$30,875
0.01% of portfolio
|
Q2 2022
Added 32.05%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
802
shares
|
$30,050
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
800
shares
|
$29,976
0.0% of portfolio
|
Q3 2024
New holding
|