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 771 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $8.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
50
shares
|
$1,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
47
shares
|
$1,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
46
shares
|
$1,795
0.0% of portfolio
|
Q2 2025
Added 130.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
45
shares
|
$1,756
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
41
shares
|
$1,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
37
shares
|
$1,444
0.0% of portfolio
|
Q2 2025
Added 105.56%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
34
shares
|
$1,327
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
33
shares
|
$1,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
30
shares
|
$1,170
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
27
shares
|
$1,053
0.0% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
27
shares
|
$1,053
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
26
shares
|
$1,014
0.0% of portfolio
|
Q1 2025
Reduced 90.55%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
20
shares
|
$780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
19
shares
|
$741
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
18
shares
|
$702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18
shares
|
$702
0.0% of portfolio
|
Q1 2025
Added 1700.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$624
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
15
shares
|
$585
0.0% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
14
shares
|
$546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
13
shares
|
$507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$507
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
13
shares
|
$507
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
12
shares
|
$468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$468
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
12
shares
|
$468
0.0% of portfolio
|
Q3 2025
Added 20.0%
|