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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 1,600 | $73.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,608 | $73.0K | 0.00% | +73+4.8% | Added |
| Brewin Dolphin Ltd | 1,660 | $75.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,653 | $76.0K | 0.00% | +340+25.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $77.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,743 | $80.0K | 0.01% | −201−10.3% | Reduced |
| Tradewinds Capital Management, LLC | 1,797 | $82.0K | 0.02% | +1,729+2,542.6% | Added |
| Trust Co of Vermont | 1,875 | $86.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,900 | $87.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,000 | $91.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,189 | $100.0K | 0.02% | −53−2.4% | Reduced |
| Clearstead Advisors, LLC | 2,265 | $104.0K | 0.01% | +12+0.5% | Added |
| Carroll Financial Associates, Inc. | 2,353 | $107.0K | 0.01% | −1,127−32.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,342 | $107.0K | 0.00% | +2,342 | New |
| Advisors Asset Management, Inc. | 2,361 | $108.0K | 0.00% | −75−3.1% | Reduced |
| IndexIQ Advisors LLC | 2,403 | $110.0K | 0.00% | +182+8.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,468 | $113.0K | 0.03% | +5+0.2% | Added |
| Hanson & Doremus Investment Management | 2,830 | $114.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 2,633 | $120.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2,691 | $123.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,714 | $124.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,072 | $140.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,100 | $142.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,120 | $143.0K | 0.02% | −430−12.1% | Reduced |
| Delta Asset Management LLC | 3,300 | $151.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 3,330 | $152.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,364 | $154.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,435 | $157.0K | 0.09% | +17+0.5% | Added |
| Bessemer Group Inc | 3,425 | $157.0K | 0.00% | +3,200+1,422.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,641 | $166.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 3,539 | $168.0K | 0.09% | +16+0.5% | Added |
| City Holding Co | 3,862 | $176.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,921 | $179.0K | 0.01% | +1,014+34.9% | Added |
| First Horizon Advisors, Inc. | 4,101 | $187.0K | 0.01% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 4,191 | $191.0K | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 4,379 | $200.0K | 0.09% | +4,379 | New |
| Financial Counselors Inc | 4,509 | $206.0K | 0.00% | +4,509 | New |
| Howland Capital Management LLC | 4,595 | $210.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,591 | $210.0K | 0.01% | +4,591 | New |
| Advisor Partners LLC | 4,649 | $212.0K | 0.01% | −141−2.9% | Reduced |
| Hartline Investment Corp | 4,690 | $214.0K | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 4,707 | $215.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,793 | $219.0K | 0.01% | −959−16.7% | Reduced |
| Nations Financial Group Inc, | 4,805 | $220.0K | 0.04% | +4,805 | New |
| Wesbanco Bank Inc | 4,857 | $222.0K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 4,870 | $223.0K | 0.15% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,911 | $224.0K | 0.01% | +13+0.3% | Added |
| 1st Source Bank | 4,939 | $226.0K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 4,969 | $227.0K | 0.01% | +8+0.2% | Added |
| Bluestein R H & Co | 5,000 | $229.0K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 5,010 | $229.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,000 | $229.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,072 | $231.0K | 0.06% | −1,370−21.3% | Reduced |
| Ironwood Investment Counsel, LLC | 5,100 | $233.0K | 0.06% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 5,095 | $233.0K | 0.05% | +20+0.4% | Added |
| Centaurus Financial, Inc. | 5,201 | $238.0K | 0.02% | +41+0.8% | Added |
| Brown Miller Wealth Management, LLC | 5,248 | $239.0K | 0.15% | +5+0.1% | Added |
| Davenport & Co LLC | 5,234 | $239.0K | 0.00% | +10+0.2% | Added |
| Gotham Asset Management, LLC | 5,231 | $239.0K | 0.01% | +5,231 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,236 | $239.0K | 0.01% | +5,236 | New |
| Kings Point Capital Management | 5,267 | $241.0K | 0.02% | +1,681+46.9% | Added |
| Colony Group LLC | 5,290 | $242.0K | 0.00% | +5,290 | New |
| Planning Directions Inc | 5,318 | $243.0K | 0.18% | +19+0.4% | Added |
| Harbour Investments, Inc. | 5,321 | $243.0K | 0.01% | +912+20.7% | Added |
| Gofen & Glossberg LLC | 5,341 | $244.0K | 0.01% | −300−5.3% | Reduced |
| Glenview Trust Co | 5,392 | $246.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,415 | $247.0K | 0.00% | +1,259+30.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $253.0K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 5,554 | $254.0K | 0.00% | −333−5.7% | Reduced |
| Citizens Financial Group Inc | 5,630 | $257.0K | 0.01% | +5,630 | New |
| Univest Financial Corp | 5,636 | $258.0K | 0.07% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 5,730 | $262.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,758 | $263.0K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,850 | $267.0K | 0.02% | −500−7.9% | Reduced |
| Accel Wealth Management | 5,846 | $267.0K | 0.18% | +12+0.2% | Added |
| Illinois Municipal Retirement Fund | 5,843 | $267.0K | 0.01% | +5,843 | New |
| Veritable, L.P. | 5,910 | $270.0K | 0.00% | +257+4.5% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $271.0K | 0.22% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 6,014 | $275.0K | 0.13% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 6,080 | $278.0K | 0.02% | −135−2.2% | Reduced |
| Conestoga Capital Advisors, LLC | 6,087 | $278.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,066 | $278.0K | 0.00% | +6,066 | New |
| CAPROCK Group, Inc. | 6,122 | $280.0K | 0.03% | −42−0.7% | Reduced |
| Charter Trust Co | 6,152 | $281.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 6,175 | $283.0K | 0.02% | −75−1.2% | Reduced |
| Geneos Wealth Management Inc. | 6,072 | $286.0K | 0.01% | −164−2.6% | Reduced |
| MidWestOne Financial Group, Inc. | 6,250 | $286.0K | 0.07% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,279 | $287.0K | 0.02% | −1,407−18.3% | Reduced |
| Prio Wealth Limited Partnership | 6,300 | $288.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $290.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,440 | $294.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,441 | $294.0K | 0.04% | +31+0.5% | Added |
| Advisors Capital Management, LLC | 6,486 | $296.0K | 0.01% | +30.0% | Added |
| Spire Wealth Management | 6,574 | $300.0K | 0.01% | −322−4.7% | Reduced |
| Capital CS Group, LLC | 6,673 | $305.0K | 0.25% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,666 | $305.0K | 0.02% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 6,701 | $306.0K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,807 | $311.0K | 0.00% | −430−5.9% | Reduced |
| Wolverine Trading, LLC | 6,802 | $314.0K | 0.01% | +6,802 | New |
| Oppenheimer & Co Inc | 6,891 | $315.0K | 0.01% | 00.0% | Unchanged |