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, Q4 2021
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 648
- +58 vs. Q3 2021
- Shares held
- 175.9M
- +3.21M (+1.9%) vs. Q3 2021
- Total value
- $9.44B
- +$1.48B (+18.6%) vs. Q3 2021
- New holders
- 104
- 228 more added
- Sold out
- 46
- 173 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 3,387 | $182.0K | 0.00% | −3,187−48.5% | Reduced |
| Dividend Assets Capital, LLC | 3,364 | $181.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 3,346 | $180.0K | 0.02% | +3,346 | New |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $179.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,300 | $177.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,196 | $172.0K | 0.02% | +3,196 | New |
| Stonebridge Financial Planning Group, LLC | 3,573 | $170.0K | 0.09% | +17+0.5% | Added |
| Howe & Rusling Inc | 3,120 | $168.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,100 | $166.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,026 | $162.0K | 0.01% | +3,026 | New |
| Fulcrum Asset Management LLP | – | $159.0K | 0.08% | – | New |
| Washington Trust Co | 2,930 | $157.0K | 0.01% | −400−12.0% | Reduced |
| Hanson & Doremus Investment Management | 2,830 | $152.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,805 | $151.0K | 0.03% | +6+0.2% | Added |
| Amplius Wealth Advisors, LLC | 2,779 | $149.0K | 0.02% | +2,779 | New |
| Federation des caisses Desjardins du Quebec | 2,728 | $146.4K | 0.00% | +1,324+94.3% | Added |
| TD Private Client Wealth LLC | 2,726 | $146.4K | 0.01% | +12+0.4% | Added |
| Hudock, Inc. | 2,691 | $144.0K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,511 | $134.0K | 0.04% | +2,511 | New |
| Citizens National Bank Trust Department | 2,450 | $132.0K | 0.05% | +2,450 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,342 | $126.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,328 | $125.0K | 0.05% | +2,328 | New |
| Widmann Financial Services, Inc. | 2,310 | $124.0K | 0.10% | +2,310 | New |
| Carroll Financial Associates, Inc. | 2,355 | $123.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,290 | $123.0K | 0.01% | +13+0.6% | Added |
| Quadrant Capital Group LLC | 2,266 | $122.0K | 0.01% | +657+40.8% | Added |
| CoreCap Advisors, LLC | 2,197 | $118.0K | 0.01% | +2,197 | New |
| Schroder Investment Management Group | 2,023 | $109.0K | 0.00% | −5,761−74.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,900 | $102.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,875 | $101.0K | 0.01% | +1,875 | New |
| Signaturefd, LLC | 1,850 | $99.0K | 0.00% | −60−3.1% | Reduced |
| Allworth Financial LP | 1,842 | $99.0K | 0.00% | +272+17.3% | Added |
| Tradewinds Capital Management, LLC | 1,816 | $98.0K | 0.02% | +10+0.6% | Added |
| Parallel Advisors, LLC | 1,752 | $94.0K | 0.00% | −320−15.4% | Reduced |
| Baystate Wealth Management LLC | 1,755 | $94.0K | 0.01% | +6+0.3% | Added |
| Harbour Investments, Inc. | 1,715 | $92.0K | 0.01% | −3,321−65.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $91.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,530 | $82.0K | 0.02% | −430−21.9% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $81.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $81.0K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $74.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,363 | $73.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,294 | $69.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $67.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,243 | $67.0K | 0.01% | +2+0.2% | Added |
| Masso Torrence Wealth Management Inc. | 1,231 | $66.0K | 0.05% | +1,231 | New |
| Tower View Investment Management & Research LLC | 1,209 | $65.0K | 0.03% | +7+0.6% | Added |
| IndexIQ Advisors LLC | 1,208 | $65.0K | 0.00% | +302+33.3% | Added |
| CWM, LLC | 1,205 | $65.0K | 0.00% | +1,205 | New |
| Carolinas Wealth Consulting LLC | 1,167 | $63.0K | 0.01% | −55−4.5% | Reduced |
| Birch Capital Management, LLC | 1,169 | $63.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,120 | $60.0K | 0.00% | −304−21.3% | Reduced |
| Lenox Wealth Advisors, LLC | 1,116 | $60.0K | 0.01% | +6+0.5% | Added |
| Arrow Financial Corp | 1,082 | $58.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,085 | $58.0K | 0.01% | +419+62.9% | Added |
| Asset Dedication, LLC | 1,041 | $56.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $54.0K | 0.05% | +1,000 | New |
| Motco | 969 | $52.0K | 0.00% | −206−17.5% | Reduced |
| Corbenic Partners LLC | 914 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 905 | $49.0K | 0.05% | +905 | New |
| Tobam | 835 | $45.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $44.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $44.0K | 0.03% | +750+1,190.5% | Added |
| First Community Trust NA | 802 | $43.1K | 0.04% | +802 | New |
| Covestor Ltd | 800 | $43.0K | 0.06% | +800 | New |
| Tarbox Family Office, Inc. | 761 | $41.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 709 | $38.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $38.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $37.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $37.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $35.3K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $35.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 661 | $35.0K | 0.01% | +3+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 645 | $35.0K | 0.02% | +645 | New |
| FourThought Financial, LLC | 624 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $34.0K | 0.02% | +625 | New |
| South State Corp. | 615 | $33.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 593 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 666 | $31.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 576 | $31.0K | 0.01% | +576 | New |
| HHM Wealth Advisors, LLC | 561 | $30.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 555 | $30.0K | 0.01% | +70+14.4% | Added |
| HC Financial Advisors Inc | 531 | $29.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 545 | $29.0K | 0.01% | +545 | New |
| Sutton Wealth Advisors Inc. | 527 | $28.3K | 0.01% | +23+4.6% | Added |
| Neo Ivy Capital Management | 521 | $28.0K | 0.04% | −4,523−89.7% | Reduced |
| Fifth Third Bancorp | 520 | $28.0K | 0.00% | +114+28.1% | Added |
| Newbridge Financial Services Group, Inc. | 522 | $28.0K | 0.01% | +343+191.6% | Added |
| Sage Private Wealth Group, LLC | 510 | $27.0K | 0.03% | −1−0.2% | Reduced |
| Salem Investment Counselors Inc | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 462 | $26.0K | 0.00% | +37+8.7% | Added |
| Sageworth Trust Co of South Dakota | 488 | $26.0K | 0.04% | +488 | New |
| Brown Brothers Harriman & Co | 468 | $25.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 457 | $25.0K | 0.01% | +457 | New |
| TCI Wealth Advisors, Inc. | 455 | $24.0K | 0.00% | −54−10.6% | Reduced |
| M&R Capital Management Inc | 448 | $24.0K | 0.00% | 00.0% | Unchanged |