Purchases and Sales Made in Q2 2025 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 2025. The information is specifically focused on institutions that hold shares of Essential Utilities, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 26.37% |
$520K - $583K
|
67.5K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
14KNew |
$516K - $579K
|
14K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
13.9K+ 15.25% |
$514K - $576K
|
105K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.9K+ 89.46% |
$514K - $576K
|
29.5K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.6K+ 3.53% |
$502K - $563K
|
398K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
13.5K+ 11.75% |
$500K - $560K
|
129K
$4.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
12.9KNew |
$477K - $535K
|
12.9K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.8K+ 143.43% |
$472K - $529K
|
21.7K
$841K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.7KNew |
$471K - $528K
|
12.7K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.6K+ 76.9% |
$466K - $522K
|
29K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$453K - $507K
|
12.3K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
11.3KNew |
$419K - $470K
|
11.3K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11KNew |
$405K - $455K
|
11K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
11KNew |
$405K - $454K
|
11K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9K+ 36.12% |
$402K - $451K
|
41.1K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.8K+ 149.63% |
$399K - $447K
|
18K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.7K+ 2.92% |
$396K - $444K
|
378K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.6KNew |
$391K - $439K
|
10.6K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.9KNew |
$366K - $410K
|
9.9K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
9.86K+ 99.48% |
$364K - $408K
|
19.8K
$767K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
9.68KNew |
$358K - $401K
|
9.68K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
9.23KNew |
$341K - $382K
|
9.23K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
9.17KNew |
$338K - $379K
|
9.17K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.67KNew |
$320K - $359K
|
8.67K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.27K+ 76.89% |
$305K - $342K
|
19K
$738K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.24KNew |
$304K - $341K
|
8.24K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.23K+ 104.4% |
$304K - $341K
|
16.1K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
8.04K+ 10.37% |
$297K - $333K
|
85.6K
$3.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
7.73K+ 2.2% |
$285K - $320K
|
359K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.53K+ 4.46% |
$278K - $312K
|
176K
$6.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
7.46K+ 0.63% |
$275K - $309K
|
1.19M
$46M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.2K+ 1.34% |
$266K - $298K
|
544K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.12K+ 5.08% |
$263K - $295K
|
147K
$5.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
6.85K+ 3.19% |
$253K - $284K
|
222K
$8.6M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
6.71K+ 1.19% |
$248K - $278K
|
570K
$22.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
6.67K+ 4.44% |
$246K - $276K
|
157K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.63KNew |
$245K - $274K
|
6.63K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
6.59KNew |
$243K - $273K
|
6.59K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.54KNew |
$241K - $270K
|
6.54K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.52K+ 80.14% |
$241K - $270K
|
14.6K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.29KNew |
$232K - $260K
|
6.29K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.22KNew |
$230K - $258K
|
6.22K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.12K+ 3.94% |
$226K - $253K
|
161K
$6.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.99K+ 9.22% |
$221K - $248K
|
70.9K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 12.47% |
$220K - $246K
|
53.7K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.95KNew |
$220K - $246K
|
5.95K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.64KNew |
$208K - $234K
|
5.64K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.62K+ 17.75% |
$207K - $232K
|
37.3K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.52K+ 97.06% |
$204K - $229K
|
11.2K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.38K+ 7.53% |
$198K - $223K
|
76.8K
$2.98M
|