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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
826
shares
|
$32,098
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
825
shares
|
$32,059
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
824
shares
|
$32,020
0.01% of portfolio
|
Q2 2022
Added 32.05%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
802
shares
|
$31,165
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
800
shares
|
$31,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
777
shares
|
$30,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
771
shares
|
$29,961
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
753
shares
|
$29,261
0.0% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
750
shares
|
$29,145
0.03% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
748
shares
|
$29,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
733
shares
|
$28,484
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
720
shares
|
$27,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
708
shares
|
$27,512
0.0% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
707
shares
|
$27,474
0.0% of portfolio
|
Q1 2025
Reduced 54.82%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
705
shares
|
$27,396
0.01% of portfolio
|
Q3 2021
Added 2103.13%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$25,880
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$25,880
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
666
shares
|
$25,880
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
650
shares
|
$25,259
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
636
shares
|
$24,714
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
625
shares
|
$24,287
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
625
shares
|
$24,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
625
shares
|
$24,287
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
609
shares
|
$23,665
0.01% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
578
shares
|
$22,461
0.0% of portfolio
|
Q1 2025
Added 0.87%
|