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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
777
shares
|
$29,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
771
shares
|
$28,889
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
753
shares
|
$28,214
0.0% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$28,102
0.02% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
748
shares
|
$28,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
733
shares
|
$27,465
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
720
shares
|
$26,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
708
shares
|
$26,528
0.0% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
707
shares
|
$26,491
0.0% of portfolio
|
Q1 2025
Reduced 54.82%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
705
shares
|
$26,416
0.01% of portfolio
|
Q3 2021
Added 2103.13%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
666
shares
|
$24,955
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$24,955
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$24,955
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
650
shares
|
$24,355
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
636
shares
|
$23,830
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
625
shares
|
$23,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
625
shares
|
$23,418
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
625
shares
|
$23,418
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
614
shares
|
$23,006
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
600
shares
|
$22,482
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
583
shares
|
$21,845
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
569
shares
|
$21,320
0.0% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
564
shares
|
$21,133
0.0% of portfolio
|
Q4 2024
Reduced 21.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
561
shares
|
$21,020
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
560
shares
|
$20,983
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|