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 676 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
115,467
shares
|
$4.58 Million
0.95% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
110,723
shares
|
$4.4 Million
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
109,618
shares
|
$4.35 Million
0.0% of portfolio
|
Q4 2024
Added 121.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,578
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
108,392
shares
|
$4.3 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Amf Tjanstepension Ab
|
Feb 07, 2025 Q4 2024 |
105,502
shares
|
$4.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 66.73%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
105,045
shares
|
$4.17 Million
0.04% of portfolio
|
Q4 2022
Added 52.5%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
104,764
shares
|
$4.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
104,213
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
103,689
shares
|
$4.12 Million
0.01% of portfolio
|
Q4 2024
Added 160.68%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
103,225
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Feb 05, 2025 Q4 2024 |
102,400
shares
|
$4.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
101,621
shares
|
$4.03 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
101,573
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
100,632
shares
|
$4 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
99,828
shares
|
$3.96 Million
1.29% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
99,440
shares
|
$3.95 Million
0.03% of portfolio
|
Q4 2024
Added 42.68%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
94,832
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
94,200
shares
|
$3.74 Million
2.27% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
93,296
shares
|
$3.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
92,228
shares
|
$3.66 Million
0.01% of portfolio
|
Q4 2024
Added 38.94%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
91,009
shares
|
$3.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
90,967
shares
|
$3.61 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
90,957
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
90,605
shares
|
$3.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|