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 $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,115
shares
|
$42,336
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,083
shares
|
$41,121
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,062
shares
|
$40,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,031
shares
|
$39,147
0.04% of portfolio
|
Q2 2022
Reduced 32.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,002
shares
|
$38,045
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
914
shares
|
$34,704
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
900
shares
|
$34,173
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
897
shares
|
$34,059
0.0% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
848
shares
|
$32,198
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
826
shares
|
$31,363
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
825
shares
|
$31,325
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
824
shares
|
$31,287
0.01% of portfolio
|
Q2 2022
Added 32.05%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
802
shares
|
$30,451
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
800
shares
|
$30,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
776
shares
|
$29,464
0.0% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
771
shares
|
$29,274
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
753
shares
|
$28,591
0.0% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$28,477
0.02% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
741
shares
|
$28,135
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
724
shares
|
$27,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
720
shares
|
$27,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
705
shares
|
$26,768
0.0% of portfolio
|
Q3 2021
Added 2103.13%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
701
shares
|
$26,616
0.0% of portfolio
|
Q2 2025
Added 834.67%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
666
shares
|
$25,288
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$25,288
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|