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 $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
273
shares
|
$10,450
0.0% of portfolio
|
Q2 2025
Reduced 57.08%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
269
shares
|
$10,297
0.0% of portfolio
|
Q2 2025
Reduced 39.14%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
251
shares
|
$9,608
0.0% of portfolio
|
Q2 2025
Reduced 37.25%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
250
shares
|
$9,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$9,570
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
242
shares
|
$9,263
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
240
shares
|
$9,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
227
shares
|
$8,689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
225
shares
|
$8,613
0.0% of portfolio
|
Q2 2025
Reduced 69.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
208
shares
|
$7,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
205
shares
|
$7,847
0.0% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
200
shares
|
$7,656
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$7,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
188
shares
|
$7,196
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
182
shares
|
$6,966
0.0% of portfolio
|
Q1 2023
Reduced 49.44%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
177
shares
|
$6,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
175
shares
|
$6,699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
174
shares
|
$6,660
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
168
shares
|
$6,431
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
158
shares
|
$6,048
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
157
shares
|
$6,009
0.0% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$5,742
0.0% of portfolio
|
Q2 2022
Reduced 71.43%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
138
shares
|
$5,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
126
shares
|
$4,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
96
shares
|
$3,674
0.0% of portfolio
|
Q2 2025
New holding
|