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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.

Q3 2021 vs. Q2 2021

How the institutions holding Essential Utilities, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of WTRG: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders5896597+14
Shares174.3M4.58M172.8M+3.09M (+1.8%)
Value$7.96B$209.4M$7.96B+$206.0M (+2.7%)

6 institutions that held it in Q2 2021 haven't filed for Q3 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 Q3 2021 but not at the end of Q2 2021.

Institutions new to WTRG in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA4,415,290$203.5M0.22%
Point72 Asset Management, L.P.683,707$31.5M0.15%
Renaissance Technologies LLC315,717$14.5M0.02%
Coann Capital LLC202,313$9.32M8.99%
Brandywine Global Investment Management, LLC170,886$7.87M0.06%
Ergoteles LLC87,422$4.03M0.15%
ExodusPoint Capital Management, LP60,523$2.79M0.04%
AdvisorNet Financial, Inc56,227$2.59M0.18%
Holocene Advisors, LP28,202$1.30M0.01%
Wealth Enhancement Advisory Services, LLC23,172$1.09M0.02%
Quantbot Technologies LP21,719$1.00M0.07%
Americana Partners, LLC20,600$949.0K0.23%
Jefferies Group LLC18,000$829.4K0.02%
Quadrature Capital Ltd17,384$801.0K0.03%
Capital Wealth Planning, LLC16,742$771.0K0.02%
Marshall Wace, LLP14,651$675.0K0.00%
D. E. Shaw & Co., Inc.14,326$660.0K0.00%
Phoenix Holdings Ltd.12,258$572.0K0.01%
Schonfeld Strategic Advisors LLC12,100$558.0K0.01%
Exchange Traded Concepts, LLC11,508$530.0K0.01%
O'Shares Investment Advisers, LLC11,360$523.0K0.04%
Trexquant Investment LP10,203$470.0K0.04%
BBR Partners, LLC9,984$460.0K0.04%
Robeco Institutional Asset Management B.V.9,522$439.0K0.00%
Blossom Wealth Management8,425$388.0K2.31%
Krane Funds Advisors LLC8,349$385.0K0.01%
First Affirmative Financial Network7,965$367.0K0.38%
NewSquare Capital LLC7,810$360.0K0.04%
Pendal Group Limited7,306$337.0K0.00%
Forsta Ap-Fonden6,600$304.0K0.00%
Swiss Life Asset Management Ltd6,231$286.7K0.00%
Private Trust Co NA5,680$262.0K0.04%
Ziegler Capital Management, LLC5,389$248.0K0.01%
Apollon Wealth Management, LLC5,250$242.0K0.03%
Aigen Investment Management, LP5,123$236.0K0.05%
Neo Ivy Capital Management5,044$213.0K0.24%
Insight 2811, Inc.4,597$212.0K0.13%
Balyasny Asset Management LLC4,566$210.0K0.00%
Fox Run Management, L.L.C.4,449$205.0K0.13%
Aveo Capital Partners, LLC4,353$201.0K0.04%
Headinvest, LLC4,350$200.0K0.04%
Asahi Life Asset Management Co., Ltd.4,080$188.0K0.03%
Tompkins Financial Corp3,419$158.0K0.03%
Ibex Wealth Advisors3,221$148.0K0.03%
Group One Trading, L.P.1,900$88.0K0.00%
Meridian Wealth Partners, LLC1,679$78.0K0.02%
Herold Advisors, Inc.800$36.0K0.01%
Achmea Investment Management B.V.515$23.0K0.00%
Massmutual Trust Co FSB450$21.0K0.00%
Itau Unibanco Holding S.A.433$20.0K0.00%
Mascoma Wealth Management LLC401$18.0K0.01%
Godsey & Gibb Associates375$17.0K0.01%
Robbins Farley LLC375$17.0K0.01%
Bell Investment Advisors, Inc79$4.00K0.00%
Winch Advisory Services, LLC25$1.00K0.00%
Zions Bancorporation, N.A.19$1.00K0.00%

Sold out (42)

Institutions that held Essential Utilities, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of WTRG in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Ceredex Value Advisors LLC350,131$16.0M
Cbre Clarion Securities LLC315,854$14.4M
Beck Bode, LLC253,110$11.6M
DFPG Investments, LLC31,488$1.48M
Jane Street Group, LLC30,958$1.42M
TownSquare Capital, LLC28,285$1.34M
Mariner, LLC26,818$1.23M
Blueshift Asset Management, LLC26,248$1.20M
Teza Capital Management LLC21,932$1.00M
Squarepoint Ops LLC16,575$757.0K
Paloma Partners Management Co15,951$729.0K
Point72 Hong Kong Ltd15,586$712.0K
Aviva PLC15,493$708.0K
Tudor Investment Corp Et Al13,994$640.0K
Rowland & Co Investment Counsel11,665$533.1K
Occudo Quantitative Strategies LP11,553$528.0K
Wellington Management Group LLP10,579$483.0K
Qube Research & Technologies Ltd9,921$453.0K
Fort Pitt Capital Group, LLC9,220$421.0K
Natixis8,524$390.0K
O'Brien Wealth Partners LLC8,136$390.0K
Prelude Capital Management, LLC7,244$331.0K
Seven Eight Capital, LP7,050$322.0K
AXA S.A.7,000$320.0K
Reilly Financial Advisors, LLC6,080$278.0K
Citizens Financial Group Inc5,630$257.0K
Lombard Odier Asset Management (Switzerland) SA5,236$239.0K
Mainstay Capital Management LLC5,095$233.0K
Kestra Private Wealth Services, LLC4,591$210.0K
Financial Counselors Inc4,509$206.0K
Trust Co of Vermont1,875$86.0K
Jones Financial Companies LLLP700$32.0K
WealthShield Partners, LLC660$30.0K
Strategic Blueprint, LLC629$29.0K
Red Door Wealth Management, LLC375$17.0K
SRS Capital Advisors, Inc.300$14.0K
Tfo-TDC, LLC300$14.0K
Parisi Gray Wealth Management250$11.0K
Eubel Brady & Suttman Asset Management Inc125$6.00K
Personal Wealth Partners135$6.00K
CVA Family Office, LLC115$5.00K
National Pension Service25$1.00K

Not filed for Q3 2021 yet (6)

Institutions that held Essential Utilities, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd4,554,172$208.1M
Hoover Financial Advisors, Inc.10,453$478.0K
Pratt Collard Advisory Partners LLC9,732$445.0K
Cipher Capital LP7,846$359.0K
CWM, LLC332$15.0K
First Horizon Corp17$0