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, Q1 2022
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2022. 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
- 642
- +3 vs. Q4 2021
- Shares held
- 181.0M
- +5.11M (+2.9%) vs. Q4 2021
- Total value
- $9.19B
- −$238.8M (−2.5%) vs. Q4 2021
- New holders
- 68
- 235 more added
- Sold out
- 65
- 194 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 5,758 | $280.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,500 | $282.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $283.0K | 0.07% | 00.0% | Unchanged |
| Planning Directions Inc | 5,538 | $283.0K | 0.20% | +22+0.4% | Added |
| Univest Financial Corp | 5,636 | $288.0K | 0.08% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,650 | $289.0K | 0.02% | −200−3.4% | Reduced |
| Private Trust Co NA | 5,680 | $290.0K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,709 | $292.0K | 0.00% | +11+0.2% | Added |
| Captrust Financial Advisors | 5,806 | $297.0K | 0.00% | −1,069−15.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,800 | $297.0K | 0.21% | −723−11.1% | Reduced |
| Coho Partners, Ltd. | 5,840 | $299.0K | 0.00% | −1,500−20.4% | Reduced |
| Illinois Municipal Retirement Fund | 5,843 | $299.0K | 0.01% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,930 | $303.0K | 0.25% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,960 | $304.0K | 0.01% | −166−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,926 | $304.0K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 5,991 | $306.0K | 0.00% | +46+0.8% | Added |
| Bigelow Investment Advisors, LLC | 6,014 | $307.0K | 0.14% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 6,000 | $307.0K | 0.05% | +6,000 | New |
| Charter Trust Co | 6,054 | $310.0K | 0.03% | −319−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 6,085 | $311.0K | 0.01% | +7+0.1% | Added |
| Swiss Life Asset Management Ltd | 6,131 | $312.2K | 0.00% | −13,169−68.2% | Reduced |
| Fulton Bank, N.A. | 6,114 | $313.0K | 0.01% | −1,253−17.0% | Reduced |
| CAPROCK Group, Inc. | 6,124 | $313.0K | 0.03% | +35+0.6% | Added |
| Argent Trust Co | 6,175 | $316.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,228 | $318.4K | 0.01% | −765−10.9% | Reduced |
| Banque Pictet & Cie SA | 6,230 | $319.0K | 0.00% | −548−8.1% | Reduced |
| Prio Wealth Limited Partnership | 6,232 | $319.0K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,234 | $319.0K | 0.28% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 6,237 | $319.0K | 0.00% | +150+2.5% | Added |
| Gateway Investment Advisers LLC | 6,231 | $319.0K | 0.00% | +6,231 | New |
| MidWestOne Financial Group, Inc. | 6,250 | $320.0K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $325.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 6,376 | $326.0K | 0.00% | −1,119−14.9% | Reduced |
| First Republic Investment Management, Inc. | 6,414 | $328.0K | 0.00% | −182−2.8% | Reduced |
| CenterBook Partners LP | 6,461 | $330.0K | 0.12% | +6,461 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,470 | $331.0K | 0.02% | −140−2.1% | Reduced |
| Advisors Capital Management, LLC | 6,492 | $332.0K | 0.01% | −6−0.1% | Reduced |
| Coldstream Capital Management Inc | 6,521 | $333.0K | 0.01% | −467−6.7% | Reduced |
| Johnson Investment Counsel Inc | 6,504 | $333.0K | 0.00% | +80+1.2% | Added |
| Charter Oak Capital Management, LLC | 6,540 | $334.0K | 0.04% | +34+0.5% | Added |
| Meridian Wealth Partners, LLC | 6,539 | $334.0K | 0.07% | +921+16.4% | Added |
| Eagle Ridge Investment Management | 6,580 | $336.0K | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 6,641 | $340.0K | 0.02% | −3,190−32.4% | Reduced |
| Capital CS Group, LLC | 6,673 | $341.0K | 0.30% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,689 | $342.0K | 0.00% | −946−12.4% | Reduced |
| Money Concepts Capital Corp | 6,855 | $350.0K | 0.02% | +2,552+59.3% | Added |
| Segall Bryant & Hamill, LLC | 6,966 | $356.0K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 6,992 | $357.0K | 0.00% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $359.0K | 0.23% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 7,051 | $361.0K | 0.21% | +7,051 | New |
| BBR Partners, LLC | 7,141 | $365.0K | 0.03% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 7,252 | $371.0K | 0.18% | +7,252 | New |
| Raymond James Trust N.A. | 7,324 | $374.0K | 0.01% | −413−5.3% | Reduced |
| Kingfisher Capital LLC | 7,366 | $377.0K | 0.10% | −111−1.5% | Reduced |
| Northstar Asset Management LLC | 7,385 | $378.0K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 7,497 | $383.0K | 0.01% | +10+0.1% | Added |
| Pinnacle Associates Ltd | 7,537 | $385.0K | 0.01% | −2,025−21.2% | Reduced |
| Wealth Effects LLC | 7,583 | $388.0K | 0.18% | +10.0% | Added |
| Anchor Investment Management, LLC | 7,646 | $390.9K | 0.05% | +1,550+25.4% | Added |
| First Affirmative Financial Network | 7,729 | $395.0K | 0.38% | +154+2.0% | Added |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $398.0K | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,807 | $399.0K | 0.02% | +530+7.3% | Added |
| Beacon Pointe Advisors, LLC | 7,850 | $401.0K | 0.01% | +7,850 | New |
| Birch Hill Investment Advisors LLC | 7,893 | $404.0K | 0.02% | −818−9.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $409.0K | 0.00% | 00.0% | Unchanged |
| Girard Partners Ltd. | 8,093 | $413.0K | 0.05% | −166−2.0% | Reduced |
| HBK Sorce Advisory LLC | 8,077 | $413.0K | 0.02% | −44−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 8,091 | $414.0K | 0.03% | −29−0.4% | Reduced |
| Gamble Jones Investment Counsel | 8,168 | $418.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,302 | $424.0K | 0.03% | +11+0.1% | Added |
| Barrett Asset Management, LLC | 8,424 | $430.0K | 0.02% | −1,250−12.9% | Reduced |
| Axxcess Wealth Management, LLC | 8,646 | $442.0K | 0.04% | −1,749−16.8% | Reduced |
| Cannell Peter B & Co Inc | 8,675 | $444.0K | 0.01% | +750+9.5% | Added |
| Fort Washington Investment Advisors Inc | 8,769 | $448.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,814 | $451.0K | 0.01% | −2,032−18.7% | Reduced |
| Tower Wealth Partners, Inc. | 8,824 | $451.0K | 0.49% | −290−3.2% | Reduced |
| Foundations Investment Advisors, LLC | 9,050 | $451.0K | 0.02% | −46−0.5% | Reduced |
| Central Trust Co | 8,889 | $455.0K | 0.01% | −700−7.3% | Reduced |
| HB Wealth Management, LLC | 8,950 | $458.0K | 0.01% | +66+0.7% | Added |
| Avantax Advisory Services, Inc. | 9,016 | $460.0K | 0.01% | +222+2.5% | Added |
| Levy Wealth Management Group, LLC | 9,039 | $462.0K | 0.19% | +10.0% | Added |
| Marcum Wealth, LLC | 9,072 | $464.0K | 0.06% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 9,103 | $465.0K | 0.06% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 9,310 | $476.0K | 0.16% | −390−4.0% | Reduced |
| Phoenix Holdings Ltd. | 9,421 | $484.0K | 0.01% | −2,030−17.7% | Reduced |
| Diversified, LLC | 9,478 | $485.0K | 0.20% | −212−2.2% | Reduced |
| EagleClaw Capital Managment, LLC | 9,512 | $486.0K | 0.11% | −727−7.1% | Reduced |
| Meeder Asset Management Inc | 9,536 | $488.0K | 0.02% | +9,536 | New |
| Oak Thistle LLC | 9,626 | $492.0K | 0.26% | +9,626 | New |
| Ferguson Wellman Capital Management, Inc | 9,672 | $495.0K | 0.02% | −200−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 9,748 | $498.0K | 0.06% | +10.0% | Added |
| Teza Capital Management LLC | 9,753 | $499.0K | 0.19% | −1,513−13.4% | Reduced |
| Great Valley Advisor Group, Inc. | 9,773 | $500.0K | 0.03% | +10.0% | Added |
| Blossom Wealth Management | 9,874 | $505.0K | 2.28% | +789+8.7% | Added |
| Keybank National Association | 9,914 | $507.0K | 0.00% | −28−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,000 | $511.0K | 0.03% | +5,100+104.1% | Added |
| J.W. Cole Advisors, Inc. | 10,007 | $512.0K | 0.03% | +73+0.7% | Added |
| CIBC Asset Management Inc | 10,324 | $528.0K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 10,433 | $533.0K | 0.22% | +913+9.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,451 | $534.0K | 0.01% | +2,066+24.6% | Added |