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 764 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
26
shares
|
$1,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
23
shares
|
$912
0.0% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
20
shares
|
$793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
19
shares
|
$753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$634
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
15
shares
|
$595
0.0% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
14
shares
|
$555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
14
shares
|
$555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
13
shares
|
$515
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$515
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
13
shares
|
$515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
12
shares
|
$476
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
12
shares
|
$476
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$476
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
12
shares
|
$476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
10
shares
|
$396
0.0% of portfolio
|
Q2 2025
Reduced 79.17%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
9
shares
|
$357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
7
shares
|
$277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4
shares
|
$158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4
shares
|
$158
0.0% of portfolio
|
Q3 2025
Reduced 99.87%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
2
shares
|
$79
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$79
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q3 2025
Reduced 94.44%
|
|