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 625 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $7.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
43,163
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2024
Reduced 45.44%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
43,064
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 96.4%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
43,032
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
42,919
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.37%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
42,808
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2024
Added 22.55%
|
|
Jefferies Financial Group Inc.
New York, NY |
May 13, 2024 Q1 2024 |
42,525
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2024 Q1 2024 |
42,498
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2024
Added 0.95%
|
|
Xponance, Inc.
|
May 13, 2024 Q1 2024 |
42,364
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2024
Added 41.42%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,996
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
41,742
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 84.78%
|
|
Tredje Ap Fonden
|
May 13, 2024 Q1 2024 |
41,458
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2024
Added 4.21%
|
|
Clear Harbor Asset Management, LLC
|
May 10, 2024 Q1 2024 |
40,979
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2024
Reduced 46.21%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
40,727
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.36%
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
39,900
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 09, 2024 Q1 2024 |
39,816
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 15.65%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
38,329
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2024
Added 69.28%
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
37,929
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.61%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
37,305
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
37,254
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2024
Added 289.85%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
37,058
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2024
Added 11.83%
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
37,007
shares
|
$1.4 Million
0.33% of portfolio
|
Q1 2024
Added 5.91%
|
|
Tfg Advisers LLC
|
May 06, 2024 Q1 2024 |
36,531
shares
|
$1.38 Million
0.54% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
35,516
shares
|
$1.34 Million
0.17% of portfolio
|
Q1 2024
Added 64.52%
|
|
Uss Investment Management LTD
|
May 15, 2024 Q1 2024 |
34,900
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
Kbc Group Nv
|
May 08, 2024 Q1 2024 |
33,908
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 87.57%
|