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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
423
shares
|
$16,061
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
415
shares
|
$15,757
0.0% of portfolio
|
Q3 2022
Reduced 9.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
404
shares
|
$15,339
0.0% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
401
shares
|
$15,225
0.01% of portfolio
|
Q2 2025
Added 220.8%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
380
shares
|
$14,428
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
375
shares
|
$14,238
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
375
shares
|
$14,238
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
375
shares
|
$14,238
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
358
shares
|
$13,593
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
357
shares
|
$13,555
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
355
shares
|
$13,479
0.0% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
350
shares
|
$13,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
350
shares
|
$13,289
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
349
shares
|
$13,251
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
339
shares
|
$12,871
0.01% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
337
shares
|
$12,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
334
shares
|
$12,681
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
325
shares
|
$12,340
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
324
shares
|
$12,302
0.0% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
300
shares
|
$11,391
0.01% of portfolio
|
Q2 2025
Reduced 98.73%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
300
shares
|
$11,391
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$11,391
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
287
shares
|
$10,897
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
285
shares
|
$10,821
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
281
shares
|
$10,669
0.0% of portfolio
|
Q2 2025
Reduced 35.99%
|