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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.

Q4 2021 vs. Q3 2021

How the institutions holding Essential Utilities, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WTRG: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders5977648+58
Shares172.8M58.8K175.9M+3.21M (+1.9%)
Value$7.96B$2.71M$9.44B+$1.48B (+18.6%)

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (104)

Institutions that held Essential Utilities, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 104 by value.

Institutions new to WTRG in Q4 2021
InstitutionSharesValue% of portfolio
Electron Capital Partners, LLC540,449$29.0M1.54%
Yousif Capital Management, LLC122,551$6.58M0.07%
Covea Finance45,000$2.42M0.21%
National Bank of Canada43,186$2.32M0.01%
Gulf International Bank (UK) Ltd42,045$2.26M0.03%
Umb Bank N A35,371$1.90M0.02%
CIBC World Markets Inc.35,097$1.88M0.01%
Capitolis Advisors LLC29,495$1.58M0.01%
Bridgewater Advisors Inc.29,445$1.58M0.35%
Jmac Enterprises LLC28,711$1.36M0.32%
Voloridge Investment Management, LLC23,272$1.25M0.01%
Jane Street Group, LLC22,770$1.22M0.00%
Allspring Global Investments Holdings, LLC18,898$1.01M0.00%
First Hawaiian Bank17,115$919.0K0.03%
Sciencast Management LP15,759$840.0K0.15%
Hutchens & Kramer Investment Management Group, LLC16,990$820.0K0.52%
Bridgewater Associates, LP15,107$811.0K0.00%
Sonen Capital LLC15,002$805.0K0.78%
Qube Research & Technologies Ltd14,947$803.0K0.01%
Resurgent Financial Advisors LLC14,413$774.0K0.64%
Rowland & Co Investment Counsel18,582$738.1K0.17%
GWM Advisors LLC13,273$713.0K0.01%
Y-Intercept (Hong Kong) Ltd11,458$615.0K0.15%
Teza Capital Management LLC11,266$605.0K0.16%
Dixon Hughes Goodman Wealth Advisors LLC10,802$580.0K0.19%
Axxcess Wealth Management, LLC10,395$558.0K0.04%
RTD Financial Advisors, Inc.9,103$488.0K0.06%
HB Wealth Management, LLC8,884$477.0K0.01%
B. Metzler seel. Sohn & Co. AG8,385$448.0K0.01%
Boothbay Fund Management, LLC8,259$443.0K0.01%
Wealth Effects LLC7,582$407.0K0.17%
Wealthfront Advisers LLC7,182$386.0K0.00%
Coldstream Capital Management Inc6,988$375.0K0.01%
Kingsview Wealth Management, LLC6,820$366.0K0.02%
Banque Pictet & Cie SA6,778$364.0K0.00%
Sustainable Insight Capital Management, LLC6,523$350.0K0.19%
Alan B. Lancz & Associates, Inc.6,234$335.0K0.29%
Fulton Breakefield Broenniman LLC6,085$327.0K0.02%
Prelude Capital Management, LLC6,003$322.0K0.02%
Martingale Asset Management L P5,500$296.0K0.00%
Castleview Partners, LLC15,301$285.0K0.00%
Reilly Financial Advisors, LLC5,115$275.0K0.02%
Paloma Partners Management Co5,100$274.0K0.01%
Jump Financial, LLC4,614$248.0K0.02%
6 Meridian4,313$232.0K0.02%
Money Concepts Capital Corp4,303$231.0K0.02%
First Midwest Bank Trust Division4,300$231.0K0.03%
Clark Capital Management Group, Inc.4,254$228.0K0.00%
Bridgefront Capital, LLC4,228$227.0K0.22%
Independent Investors Inc4,166$224.0K0.05%
Wellington Shields Capital Management, LLC4,166$224.0K0.03%
Lombard Odier Asset Management (Switzerland) SA4,149$223.0K0.01%
Main Street Financial Solutions, LLC4,149$223.0K0.03%
Wade G W & Inc4,137$222.0K0.01%
Kestra Private Wealth Services, LLC4,104$220.0K0.01%
Toroso Investments, LLC4,075$219.0K0.01%
RSM US Wealth Management LLC4,015$216.0K0.01%
Tokio Marine Asset Management Co Ltd3,975$213.0K0.02%
Stillwater Capital Advisors, LLC3,957$212.0K0.03%
Wealthspire Advisors, LLC3,924$211.0K0.00%
Calton & Associates, Inc.3,849$206.0K0.05%
Park National Corp3,822$205.0K0.01%
Gratus Capital LLC3,750$201.0K0.02%
Blue Bell Private Wealth Management, LLC3,710$199.0K0.05%
Kepos Capital LP3,346$180.0K0.02%
Cornerstone Advisory, LLC3,196$172.0K0.02%
Snowden Capital Advisors LLC3,026$162.0K0.01%
Fulcrum Asset Management LLP–$159.0K0.08%
Amplius Wealth Advisors, LLC2,779$149.0K0.02%
Confluence Wealth Services, Inc.2,511$134.0K0.04%
Citizens National Bank Trust Department2,450$132.0K0.05%
Beaird Harris Wealth Management, LLC2,328$125.0K0.05%
Widmann Financial Services, Inc.2,310$124.0K0.10%
CoreCap Advisors, LLC2,197$118.0K0.01%
Trust Co of Vermont1,875$101.0K0.01%
Masso Torrence Wealth Management Inc.1,231$66.0K0.05%
CWM, LLC1,205$65.0K0.00%
Sandy Cove Advisors, LLC1,000$54.0K0.05%
Gibson Wealth Advisors LLC905$49.0K0.05%
First Community Trust NA802$43.1K0.04%
Covestor Ltd800$43.0K0.06%
Fortitude Advisory Group L.L.C.645$35.0K0.02%
Cassady Schiller Wealth Management, LLC625$34.0K0.02%
Concord Wealth Partners576$31.0K0.01%
FSB Premier Wealth Management, Inc.545$29.0K0.01%
Sageworth Trust Co of South Dakota488$26.0K0.04%
Surevest, LLC457$25.0K0.01%
Lazard Asset Management LLC443$23.0K0.00%
Washington Trust Advisors, Inc.400$21.0K0.00%
Norwood Financial Corp375$20.0K0.03%
City State Bank380$20.0K0.01%
Financial Connections Group, Inc.300$16.0K0.02%
Capital Advisors, Ltd. LLC278$15.0K0.00%
TD Waterhouse Canada Inc.234$12.4K0.00%
High Net Worth Advisory Group LLC190$10.0K0.00%
Quent Capital, LLC171$9.00K0.00%
Bivin & Associates, Inc.103$6.00K0.01%
Delos Wealth Advisors, LLC47$3.00K0.00%
CVA Family Office, LLC35$2.00K0.00%
Retirement Planning Co of New England, Inc.46$2.00K0.00%

Sold out (46)

Institutions that held Essential Utilities, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WTRG in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
HRT Financial LP289,378$13.3M
44 Wealth Management LLC117,399$5.41M
Bright Rock Capital Management, LLC111,500$5.14M
Ergoteles LLC87,422$4.03M
Susquehanna International Group, LLP35,493$1.64M
Dynamic Technology Lab Private Ltd27,560$1.27M
Mirova23,722$1.09M
Wealth Enhancement Advisory Services, LLC23,172$1.09M
Quantbot Technologies LP21,719$1.00M
Jefferies Group LLC18,000$829.4K
Quadrature Capital Ltd17,384$801.0K
Capital Wealth Planning, LLC16,742$771.0K
D. E. Shaw & Co., Inc.14,326$660.0K
Schonfeld Strategic Advisors LLC12,100$558.0K
Trexquant Investment LP10,203$470.0K
Worldquant Millennium Advisors LLC8,660$399.0K
Forsta Ap-Fonden6,600$304.0K
Wolverine Trading, LLC6,205$291.0K
IBM Retirement Fund6,279$289.0K
Gofen & Glossberg LLC5,341$246.0K
1st Source Bank4,939$228.0K
Meeder Asset Management Inc4,728$218.0K
Balyasny Asset Management LLC4,566$210.0K
Fox Run Management, L.L.C.4,449$205.0K
Buckingham Strategic Wealth, LLC4,377$202.0K
City Holding Co3,862$178.0K
Ibex Wealth Advisors3,221$148.0K
Group One Trading, L.P.1,900$88.0K
Brewin Dolphin Ltd1,660$76.5K
D'Orazio & Associates, Inc.1,250$58.0K
Bartlett & Co. LLC1,231$57.0K
Bartlett & Co. Wealth Management LLC1,231$56.7K
Liberty Wealth Management LLC1,000$46.0K
Ade, LLC906$42.0K
CBIZ Investment Advisory Services, LLC–$40.0K
Herold Advisors, Inc.800$36.0K
MCF Advisors LLC736$34.0K
Massmutual Trust Co FSB450$21.0K
Godsey & Gibb Associates375$17.0K
O'Shaughnessy Asset Management, LLC278$13.0K
Earnest Partners LLC175$8.00K
Global Retirement Partners, LLC126$6.00K
Atlas Private Wealth Advisors106$5.00K
CX Institutional72$3.00K
Zions Bancorporation, N.A.19$1.00K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$0

Not filed for Q4 2021 yet (7)

Institutions that held Essential Utilities, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Optimal Asset Management, Inc.31,965$1.47M
Mid Atlantic Financial Management Inc10,774$496.0K
World Asset Management Inc7,551$348.0K
B. Metzler seel. Sohn & Co. Holding AG7,199$332.0K
BBVA USA756$35.0K
Berman Capital Advisors, LLC298$13.0K
Wealth Quarterback LLC237$11.0K