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.
13F holders, Q2 2021
Institutional positions in Essential Utilities, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 589
- −6 vs. Q1 2021
- Shares held
- 174.3M
- +3.76M (+2.2%) vs. Q1 2021
- Total value
- $7.96B
- +$330.3M (+4.3%) vs. Q1 2021
- New holders
- 56
- 190 more added
- Sold out
- 62
- 176 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 702 | $8.58B |
| Q1 2026 | 698 | $8.72B |
| Q4 2025 | 695 | $8.66B |
| Q3 2025 | 679 | $9.07B |
| Q2 2025 | 683 | $8.20B |
| Q1 2025 | 677 | $8.79B |
| Q4 2024 | 622 | $7.90B |
| Q3 2024 | 629 | $8.09B |
| Q2 2024 | 601 | $8.01B |
| Q1 2024 | 592 | $7.90B |
| Q4 2023 | 623 | $7.63B |
| Q3 2023 | 584 | $6.85B |
| Q2 2023 | 626 | $7.63B |
| Q1 2023 | 650 | $8.33B |
| Q4 2022 | 657 | $9.21B |
| Q3 2022 | 637 | $7.82B |
| Q2 2022 | 636 | $8.55B |
| Q1 2022 | 642 | $9.19B |
| Q4 2021 | 648 | $9.44B |
| Q3 2021 | 597 | $7.96B |
| Q2 2021 | 589 | $7.96B |
| Q1 2021 | 598 | $7.74B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 25 | $1.00K | 0.00% | +4+19.0% | Added |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 37 | $2.00K | 0.00% | +19+105.6% | Added |
| McIlrath & Eck, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 63 | $3.00K | 0.00% | +63 | New |
| Fifth Third Bancorp | 83 | $4.00K | 0.00% | −2,113−96.2% | Reduced |
| Versant Capital Management, Inc | 115 | $5.00K | 0.00% | −88−43.3% | Reduced |
| Sandy Spring Bank | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 106 | $5.00K | 0.00% | +1+1.0% | Added |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.00K | 0.00% | +115 | New |
| Capital Analysts, LLC | 113 | $6.00K | 0.00% | −659−85.4% | Reduced |
| Evoke Wealth, LLC | 132 | $6.00K | 0.00% | −111−45.7% | Reduced |
| Country Trust Bank | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 125 | $6.00K | 0.00% | +125 | New |
| Personal Wealth Partners | 135 | $6.00K | 0.00% | +135 | New |
| Lindbrook Capital, LLC | 162 | $7.00K | 0.00% | −26−13.8% | Reduced |
| Earnest Partners LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 187 | $9.00K | 0.01% | −2−1.1% | Reduced |
| Atlas Capital Advisors LLC | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 250 | $11.0K | 0.00% | −168−40.2% | Reduced |
| Gemmer Asset Management LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 250 | $11.0K | 0.00% | +250 | New |
| Wealth Quarterback LLC | 236 | $11.0K | 0.01% | +236 | New |
| Eagle Bay Advisors LLC | 225 | $11.0K | 0.01% | +225 | New |
| Bedel Financial Consulting, Inc. | 268 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 290 | $13.0K | 0.00% | +212+271.8% | Added |
| Berman Capital Advisors, LLC | 310 | $14.0K | 0.00% | +1+0.3% | Added |
| CNB Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 300 | $14.0K | 0.00% | +300 | New |
| Tfo-TDC, LLC | 300 | $14.0K | 0.00% | +300 | New |
| CWM, LLC | 332 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 320 | $15.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 375 | $17.0K | 0.01% | +375 | New |
| IFP Advisors, Inc | 393 | $18.0K | 0.00% | +2+0.5% | Added |
| Pinnacle Bancorp, Inc. | 423 | $19.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 444 | $20.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 511 | $23.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 504 | $23.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 531 | $24.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 556 | $25.0K | 0.00% | +2+0.4% | Added |
| Fieldpoint Private Securities, LLC | 520 | $26.0K | 0.01% | −60−10.3% | Reduced |
| HHM Wealth Advisors, LLC | 561 | $26.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 593 | $27.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 624 | $28.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 654 | $29.0K | 0.01% | +3+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 634 | $29.0K | 0.00% | +102+19.2% | Added |
| Sageworth Trust Co | 640 | $29.0K | 0.00% | +640 | New |
| Strategic Blueprint, LLC | 629 | $29.0K | 0.00% | +629 | New |
| First Command Bank | 666 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $30.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 660 | $30.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $30.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 675 | $31.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $32.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $32.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 709 | $32.4K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 748 | $34.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 736 | $34.0K | 0.00% | +736 | New |
| Tarbox Family Office, Inc. | 761 | $35.0K | 0.01% | +625+459.6% | Added |
| BBVA USA | 780 | $36.0K | 0.00% | +780 | New |
| Pflug Koory, LLC | 814 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 835 | $38.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $39.0K | 0.00% | – | – |
| Ade, LLC | 906 | $41.0K | 0.04% | 00.0% | Unchanged |
| Corbenic Partners LLC | 914 | $42.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 970 | $44.3K | 0.02% | +312+47.4% | Added |
| Liberty Wealth Management LLC | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $48.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $49.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $49.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,104 | $50.0K | 0.01% | −66−5.6% | Reduced |
| Quadrant Capital Group LLC | 1,187 | $54.0K | 0.01% | −92−7.2% | Reduced |
| Motco | 1,175 | $54.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,196 | $55.0K | 0.03% | +7+0.6% | Added |
| Bartlett & Co. LLC | 1,231 | $56.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,221 | $56.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,231 | $56.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,250 | $57.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $57.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,250 | $57.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,240 | $57.0K | 0.01% | +190+18.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,294 | $59.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,320 | $60.0K | 0.00% | +6+0.5% | Added |
| Vigilant Capital Management, LLC | 1,363 | $62.0K | 0.01% | +1,363 | New |
| NEXT Financial Group, Inc | 1,385 | $63.0K | 0.01% | +559+67.7% | Added |
| Endurance Wealth Management, Inc. | 1,500 | $68.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $69.0K | 0.05% | +1,500 | New |