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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 6,300 | $288.0K | 0.01% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,279 | $287.0K | 0.02% | −1,407−18.3% | 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 |
| Argent Trust Co | 6,175 | $283.0K | 0.02% | −75−1.2% | Reduced |
| Charter Trust Co | 6,152 | $281.0K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,122 | $280.0K | 0.03% | −42−0.7% | Reduced |
| 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 |
| Bigelow Investment Advisors, LLC | 6,014 | $275.0K | 0.13% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,930 | $271.0K | 0.22% | 00.0% | Unchanged |
| Veritable, L.P. | 5,910 | $270.0K | 0.00% | +257+4.5% | Added |
| 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 |
| Joel Isaacson & Co., LLC | 5,758 | $263.0K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 5,730 | $262.0K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 5,636 | $258.0K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,630 | $257.0K | 0.01% | +5,630 | New |
| Blair William & Co | 5,554 | $254.0K | 0.00% | −333−5.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $253.0K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,415 | $247.0K | 0.00% | +1,259+30.3% | Added |
| Glenview Trust Co | 5,392 | $246.0K | 0.01% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 5,341 | $244.0K | 0.01% | −300−5.3% | Reduced |
| 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 |
| Colony Group LLC | 5,290 | $242.0K | 0.00% | +5,290 | New |
| Kings Point Capital Management | 5,267 | $241.0K | 0.02% | +1,681+46.9% | 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 |
| Centaurus Financial, Inc. | 5,201 | $238.0K | 0.02% | +41+0.8% | Added |
| 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 |
| Ellis Investment Partners, LLC | 5,072 | $231.0K | 0.06% | −1,370−21.3% | Reduced |
| 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 |
| Dearborn Partners LLC | 4,969 | $227.0K | 0.01% | +8+0.2% | Added |
| 1st Source Bank | 4,939 | $226.0K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,911 | $224.0K | 0.01% | +13+0.3% | Added |
| Birch Capital Management, LLC | 4,870 | $223.0K | 0.15% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,857 | $222.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,805 | $220.0K | 0.04% | +4,805 | New |
| First Citizens Bank & Trust Co | 4,793 | $219.0K | 0.01% | −959−16.7% | Reduced |
| Jupiter Asset Management Ltd | 4,707 | $215.0K | 0.00% | 00.0% | Unchanged |
| Hartline Investment Corp | 4,690 | $214.0K | 0.03% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,649 | $212.0K | 0.01% | −141−2.9% | Reduced |
| 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 |
| Financial Counselors Inc | 4,509 | $206.0K | 0.00% | +4,509 | New |
| Humankind Investments LLC | 4,379 | $200.0K | 0.09% | +4,379 | New |
| Lountzis Asset Management, LLC | 4,191 | $191.0K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,101 | $187.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,921 | $179.0K | 0.01% | +1,014+34.9% | Added |
| City Holding Co | 3,862 | $176.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 3,539 | $168.0K | 0.09% | +16+0.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,641 | $166.0K | 0.01% | 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 |
| Dividend Assets Capital, LLC | 3,364 | $154.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 3,330 | $152.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,300 | $151.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,120 | $143.0K | 0.02% | −430−12.1% | Reduced |
| Montag A & Associates Inc | 3,100 | $142.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,072 | $140.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,714 | $124.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 2,691 | $123.0K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 2,633 | $120.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,830 | $114.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,468 | $113.0K | 0.03% | +5+0.2% | Added |
| IndexIQ Advisors LLC | 2,403 | $110.0K | 0.00% | +182+8.2% | Added |
| Advisors Asset Management, Inc. | 2,361 | $108.0K | 0.00% | −75−3.1% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 2,265 | $104.0K | 0.01% | +12+0.5% | Added |
| Private Capital Group, LLC | 2,189 | $100.0K | 0.02% | −53−2.4% | Reduced |
| Salem Investment Counselors Inc | 2,000 | $91.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,900 | $87.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,875 | $86.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,797 | $82.0K | 0.02% | +1,729+2,542.6% | Added |
| Baystate Wealth Management LLC | 1,743 | $80.0K | 0.01% | −201−10.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $77.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,653 | $76.0K | 0.00% | +340+25.9% | Added |
| Brewin Dolphin Ltd | 1,660 | $75.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlantic Trust, LLC | 1,500 | $69.0K | 0.05% | +1,500 | New |
| Endurance Wealth Management, Inc. | 1,500 | $68.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,385 | $63.0K | 0.01% | +559+67.7% | Added |
| Vigilant Capital Management, LLC | 1,363 | $62.0K | 0.01% | +1,363 | New |
| Allworth Financial LP | 1,320 | $60.0K | 0.00% | +6+0.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,294 | $59.0K | 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 |
| Bartlett & Co. Wealth Management LLC | 1,231 | $56.3K | 0.00% | 00.0% | Unchanged |