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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
92
shares
|
$3,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
85
shares
|
$3,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
77
shares
|
$2,947
0.0% of portfolio
|
Q2 2025
Reduced 99.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
71
shares
|
$2,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
67
shares
|
$2,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
63
shares
|
$2,411
0.0% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
59
shares
|
$2,258
0.0% of portfolio
|
Q1 2023
Reduced 88.72%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
58
shares
|
$2,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
58
shares
|
$2,220
0.0% of portfolio
|
Q1 2025
Reduced 64.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
57
shares
|
$2,181
0.0% of portfolio
|
Q2 2025
Added 29.55%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
57
shares
|
$2,181
0.0% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
55
shares
|
$2,105
0.0% of portfolio
|
Q2 2025
Added 1733.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
50
shares
|
$1,914
0.0% of portfolio
|
Q3 2023
Added 112.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
50
shares
|
$1,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
47
shares
|
$1,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
46
shares
|
$1,760
0.0% of portfolio
|
Q2 2025
Added 130.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
45
shares
|
$1,722
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
41
shares
|
$1,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
37
shares
|
$1,416
0.0% of portfolio
|
Q2 2025
Added 105.56%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
36
shares
|
$1,378
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
33
shares
|
$1,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
30
shares
|
$1,148
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
27
shares
|
$1,033
0.0% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
26
shares
|
$995
0.0% of portfolio
|
Q1 2025
Reduced 90.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
18
shares
|
$689
0.0% of portfolio
|
Q1 2025
New holding
|