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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
321
shares
|
$12,027
0.0% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$11,241
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
300
shares
|
$11,241
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
292
shares
|
$10,941
0.0% of portfolio
|
Q1 2025
Added 2554.55%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
285
shares
|
$10,678
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
281
shares
|
$10,529
0.0% of portfolio
|
Q2 2025
Reduced 35.99%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
262
shares
|
$9,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
251
shares
|
$9,404
0.0% of portfolio
|
Q2 2025
Reduced 37.25%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
250
shares
|
$9,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$9,367
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
242
shares
|
$9,067
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
208
shares
|
$7,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
205
shares
|
$7,681
0.0% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$7,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
200
shares
|
$7,494
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
188
shares
|
$7,044
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
182
shares
|
$6,819
0.0% of portfolio
|
Q1 2023
Reduced 49.44%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
177
shares
|
$6,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
175
shares
|
$6,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
174
shares
|
$6,519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
168
shares
|
$6,294
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
160
shares
|
$5,995
0.0% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
160
shares
|
$5,995
0.0% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
157
shares
|
$5,882
0.0% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
152
shares
|
$5,695
0.0% of portfolio
|
Q1 2025
New holding
|