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 738 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rwc Asset Management LLP
London, X0 |
May 07, 2025 Q1 2025 |
58,349
shares
|
$2.19 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
57,120
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
56,813
shares
|
$2.13 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
56,174
shares
|
$2.1 Million
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
55,631
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 66.14%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
53,796
shares
|
$2.02 Million
0.18% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
53,642
shares
|
$2.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
53,384
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
51,878
shares
|
$1.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 59.7%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
51,374
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
51,170
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
49,879
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
49,517
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
49,475
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
49,308
shares
|
$1.85 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
49,288
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
48,800
shares
|
$1.83 Million
0.07% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
48,360
shares
|
$1.81 Million
1.85% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
47,993
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
47,737
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
47,548
shares
|
$1.78 Million
0.37% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
47,330
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.4%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
45,899
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
44,865
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
43,952
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2025
Added 196.71%
|