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 771 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $8.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,445
shares
|
$56,398
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,432
shares
|
$55,890
0.01% of portfolio
|
Q3 2025
Added 151.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,415
shares
|
$55,227
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,360
shares
|
$53,080
0.01% of portfolio
|
Q2 2025
Added 198.75%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
1,353
shares
|
$52,807
0.03% of portfolio
|
Q3 2025
Reduced 33.22%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
1,260
shares
|
$49,177
0.01% of portfolio
|
Q2 2025
Added 223.08%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,245
shares
|
$48,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,240
shares
|
$48,397
0.04% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,213
shares
|
$47,343
0.01% of portfolio
|
Q3 2025
Added 141.15%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$44,884
0.01% of portfolio
|
Q2 2025
Reduced 50.26%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,125
shares
|
$43,908
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,115
shares
|
$43,518
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,083
shares
|
$42,269
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,031
shares
|
$40,239
0.04% of portfolio
|
Q2 2022
Reduced 32.35%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$39,030
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
914
shares
|
$35,673
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
900
shares
|
$35,127
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
897
shares
|
$35,009
0.0% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
875
shares
|
$34,151
0.0% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
873
shares
|
$34,073
0.0% of portfolio
|
Q3 2025
Reduced 67.44%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
848
shares
|
$33,097
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
826
shares
|
$32,238
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
825
shares
|
$32,199
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
824
shares
|
$32,160
0.01% of portfolio
|
Q2 2022
Added 32.05%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
802
shares
|
$31,302
0.02% of portfolio
|
Q4 2021
New holding
|