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Essential Utilities, Inc.

WTRG
Exchange
NYSE
Industry
Water Supply
SEC CIK
0000078128

In the last 90 days, Essential Utilities, Inc. insiders filed 0 open-market purchases and 1 sale; 702 institutions reported holding it in 13F filings for Q2 2026, worth $8.58B in total; no superinvestor holds it.

Q2 2021 vs. Q1 2021

How the institutions holding Essential Utilities, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of WTRG: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders5983589−6
Shares172.8M2.31M174.3M+3.76M (+2.2%)
Value$7.74B$103.5M$7.96B+$330.3M (+4.3%)

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Essential Utilities, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to WTRG in Q2 2021
InstitutionSharesValue% of portfolio
Amundi2,813,032$128.6M0.09%
Beck Bode, LLC253,110$11.6M3.19%
Mn Services Vermogensbeheer B.V.170,900$6.58M0.05%
44 Wealth Management LLC116,303$5.32M2.04%
Andra AP-fonden71,100$3.25M0.07%
AlphaCrest Capital Management LLC48,498$2.22M0.10%
Blueshift Asset Management, LLC26,248$1.20M0.07%
Spinnaker Trust22,754$1.04M0.07%
Teza Capital Management LLC21,932$1.00M0.16%
Point72 Hong Kong Ltd15,586$712.0K0.05%
Aviva PLC15,493$708.0K0.00%
Tudor Investment Corp Et Al13,994$640.0K0.01%
Belpointe Asset Management LLC12,924$591.0K0.04%
Worldquant Millennium Advisors LLC11,469$524.0K0.01%
Verition Fund Management LLC11,073$506.0K0.01%
Wellington Management Group LLP10,579$483.0K0.00%
Qube Research & Technologies Ltd9,921$453.0K0.01%
Fort Pitt Capital Group, LLC9,220$421.0K0.02%
Madden Securities Corp9,067$414.0K0.22%
Allianz Asset Management GmbH8,741$400.0K0.00%
Natixis8,524$390.0K0.00%
Cipher Capital LP7,846$359.0K0.20%
J.W. Cole Advisors, Inc.7,480$342.0K0.03%
Prelude Capital Management, LLC7,244$331.0K0.02%
Csenge Advisory Group6,985$325.0K0.03%
Seven Eight Capital, LP7,050$322.0K0.05%
Wolverine Trading, LLC6,802$314.0K0.01%
Mirae Asset Global Investments Co., Ltd.6,066$278.0K0.00%
Illinois Municipal Retirement Fund5,843$267.0K0.01%
Citizens Financial Group Inc5,630$257.0K0.01%
Colony Group LLC5,290$242.0K0.00%
Gotham Asset Management, LLC5,231$239.0K0.01%
Lombard Odier Asset Management (Switzerland) SA5,236$239.0K0.01%
Nations Financial Group Inc,4,805$220.0K0.04%
Kestra Private Wealth Services, LLC4,591$210.0K0.01%
Financial Counselors Inc4,509$206.0K0.00%
Humankind Investments LLC4,379$200.0K0.09%
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,342$107.0K0.00%
Atlantic Trust, LLC1,500$69.0K0.05%
Vigilant Capital Management, LLC1,363$62.0K0.01%
BBVA USA780$36.0K0.00%
MCF Advisors LLC736$34.0K0.00%
Sageworth Trust Co640$29.0K0.00%
Strategic Blueprint, LLC629$29.0K0.00%
Red Door Wealth Management, LLC375$17.0K0.01%
SRS Capital Advisors, Inc.300$14.0K0.00%
Tfo-TDC, LLC300$14.0K0.00%
Parisi Gray Wealth Management250$11.0K0.00%
Wealth Quarterback LLC236$11.0K0.01%
Eagle Bay Advisors LLC225$11.0K0.01%
Eubel Brady & Suttman Asset Management Inc125$6.00K0.00%
Personal Wealth Partners135$6.00K0.00%
CVA Family Office, LLC115$5.00K0.00%
Addison Advisors LLC63$3.00K0.00%
Financial Management Professionals, Inc.24$1.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$00.00%

Sold out (62)

Institutions that held Essential Utilities, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of WTRG in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Old Mission Capital LLC93,946$4.20M
ExodusPoint Capital Management, LP63,633$2.85M
Weiss Multi-Strategy Advisers LLC58,751$2.63M
Forsta Ap-Fonden45,900$2.05M
Assenagon Asset Management S.A.45,791$2.05M
Marshall Wace, LLP41,350$1.85M
GWM Advisors LLC37,934$1.70M
Capital Bank & Trust Co34,837$1.56M
Nomura Holdings Inc26,943$1.21M
Balyasny Asset Management LLC25,187$1.13M
CIBC World Markets Corp23,978$1.07M
Ergoteles LLC23,240$1.04M
Schonfeld Strategic Advisors LLC22,900$1.02M
Holocene Advisors, LP22,606$1.01M
Atom Investors LP21,290$953.0K
Caisse de Depot Et Placement du Quebec19,888$890.0K
Colony Family Offices, LLC19,500$873.0K
Sowell Financial Services LLC15,225$705.0K
Weld Capital Management LLC15,262$683.0K
Mirabella Financial Services LLP14,337$642.0K
Magnetar Financial LLC13,768$616.0K
Echo Street Capital Management LLC13,709$613.0K
Grantham, Mayo, Van Otterloo & Co. LLC13,416$600.0K
Sound Financial Strategies Group, LLC13,119$587.0K
Bridgefront Capital, LLC11,969$536.0K
Summit Global Investments11,923$534.0K
Mackenzie Financial Corp9,764$437.0K
Cypress Capital Management LLC9,559$428.0K
Bridge Creek Capital Management LLC8,815$394.0K
LS Investment Advisors, LLC8,738$391.0K
Y-Intercept (Hong Kong) Ltd7,699$340.0K
Marshall Wace North America L.P.7,529$337.0K
Sciencast Management LP7,306$331.0K
Old National Bancorp7,313$328.0K
Athanor Capital, LP7,070$316.0K
Phoenix Holdings Ltd.6,636$293.0K
QS Investors, LLC6,340$284.0K
Main Street Financial Solutions, LLC6,119$274.0K
Umb Bank N A5,743$257.0K
MML Investors Services, LLC5,550$248.0K
MUFG Americas Holdings Corp3,716$166.0K
Simplex Trading, LLC1,349$60.0K
Meridian Wealth Partners, LLC1,154$52.0K
Eudaimonia Partners, LLC1,154$52.0K
Fiduciary Planning LLC830$37.0K
Prime Capital Investment Advisors, LLC558$25.0K
RMR Wealth Builders553$25.0K
Valeo Financial Advisors, LLC417$19.0K
Mascoma Wealth Management LLC399$18.0K
International Assets Investment Management, LLC350$17.0K
Center for Financial Planning, Inc.332$15.0K
Grandview Asset Management LLC296$13.0K
Covington Capital Management250$11.0K
Regal Wealth Group, Inc.190$9.00K
AdvisorNet Financial, Inc165$7.00K
Harbor Investment Advisory, LLC93$4.00K
Syverson Strege & Co66$3.00K
Retirement Group, LLC74$3.00K
RWM Asset Management, LLC56$3.00K
Assetmark, Inc45$2.00K
Transamerica Financial Advisors, Inc.13$1.00K
Larson Financial Group LLC11$0

Not filed for Q2 2021 yet (3)

Institutions that held Essential Utilities, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.2,300,807$103.0M
Bokf, NA7,040$315.0K
Tompkins Financial Corp3,625$162.0K