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 Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$25,288
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
650
shares
|
$24,680
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
625
shares
|
$23,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
625
shares
|
$23,731
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
625
shares
|
$23,731
0.0% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
625
shares
|
$23,731
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
614
shares
|
$23,313
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
600
shares
|
$22,782
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
583
shares
|
$22,136
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
569
shares
|
$21,604
0.0% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
564
shares
|
$21,415
0.0% of portfolio
|
Q4 2024
Reduced 21.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
561
shares
|
$21,301
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
560
shares
|
$21,263
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
542
shares
|
$20,579
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
531
shares
|
$20,162
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
511
shares
|
$19,402
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
503
shares
|
$19,098
0.01% of portfolio
|
Q2 2025
Added 25050.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
500
shares
|
$18,985
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$18,985
0.01% of portfolio
|
Q2 2025
Reduced 76.53%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
498
shares
|
$18,909
0.0% of portfolio
|
Q4 2022
Added 11.16%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
480
shares
|
$18,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
468
shares
|
$17,769
0.0% of portfolio
|
Q4 2024
Reduced 28.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
450
shares
|
$17,086
0.0% of portfolio
|
Q2 2025
Reduced 69.66%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
424
shares
|
$16,099
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
423
shares
|
$16,061
0.0% of portfolio
|
Q2 2025
Added 391.86%
|