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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 0 | $0 | 0.00% | −23,240−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,606−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −21,290−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −19,888−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,225−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −15,262−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −14,337−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −13,768−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,709−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,416−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −13,119−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,969−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −11,923−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,764−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −9,559−100.0% | Sold out |
| Bridge Creek Capital Management LLC | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −8,738−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,699−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −7,529−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,306−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −7,313−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −6,636−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −6,340−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −6,119−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −5,743−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Tompkins Financial Corp | – | – | – | – | Not filed |