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 |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
635,788
shares
|
$24.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
611,629
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
595,615
shares
|
$22.8 Million
0.0% of portfolio
|
Q2 2025
Added 120.11%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
595,235
shares
|
$22.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
574,586
shares
|
$22 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
569,985
shares
|
$21.8 Million
0.03% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
565,517
shares
|
$21.6 Million
0.1% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
546,214
shares
|
$20.9 Million
0.11% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
545,350
shares
|
$20.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
543,918
shares
|
$20.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
537,707
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
486,990
shares
|
$18.6 Million
3.36% of portfolio
|
Q2 2025
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 11, 2025 Q2 2025 |
465,810
shares
|
$17.8 Million
1.78% of portfolio
|
Q2 2025
Added 155.91%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
449,958
shares
|
$17.2 Million
0.29% of portfolio
|
Q2 2025
Added 425.77%
|
|
|
Weiss Asset Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
434,672
shares
|
$16.6 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
425,000
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aventail Capital Group, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
413,673
shares
|
$15.8 Million
0.72% of portfolio
|
Q2 2025
Reduced 56.1%
|
|
|
Thematics Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
412,726
shares
|
$15.8 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,188
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
398,459
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
396,797
shares
|
$15.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.63%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
379,195
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
377,675
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
375,929
shares
|
$14.4 Million
0.01% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
372,231
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.02%
|