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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
541
shares
|
$20,271
0.0% of portfolio
|
Q1 2025
Reduced 53.36%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
531
shares
|
$19,896
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
511
shares
|
$19,147
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
500
shares
|
$18,735
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
498
shares
|
$18,660
0.0% of portfolio
|
Q4 2022
Added 11.16%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
480
shares
|
$17,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
472
shares
|
$17,685
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
468
shares
|
$17,535
0.0% of portfolio
|
Q4 2024
Reduced 28.22%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
442
shares
|
$16,561
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
424
shares
|
$15,887
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
423
shares
|
$15,849
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
415
shares
|
$15,550
0.0% of portfolio
|
Q3 2022
Reduced 9.98%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
390
shares
|
$14,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
380
shares
|
$14,238
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
375
shares
|
$14,051
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
375
shares
|
$14,051
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
375
shares
|
$14,051
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
371
shares
|
$13,901
0.0% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
360
shares
|
$13,489
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
355
shares
|
$13,301
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
346
shares
|
$12,964
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
339
shares
|
$12,702
0.01% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
334
shares
|
$12,514
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
326
shares
|
$12,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
325
shares
|
$12,177
0.0% of portfolio
|
Q1 2024
New holding
|