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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.

Q2 2022 vs. Q1 2022

How the institutions holding Essential Utilities, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of WTRG: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders64213636+7
Shares181.0M1.32M186.7M+7.02M (+3.9%)
Value$9.19B$67.5M$8.55B−$574.3M (−6.3%)

13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Essential Utilities, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to WTRG in Q2 2022
InstitutionSharesValue% of portfolio
Cbre Clarion Securities LLC735,683$33.7M0.53%
Beck Bode, LLC251,209$11.5M2.45%
AXA S.A.155,944$7.15M0.03%
Coston, McIsaac & Partners59,998$2.75M1.66%
Andra AP-fonden57,200$2.62M0.08%
Marshall Wace, LLP38,274$1.75M0.00%
Americana Partners, LLC28,250$1.29M0.23%
Citadel Advisors LLC26,359$1.21M0.00%
United Services Automobile Association24,603$1.13M0.03%
Wealthspire Advisors, LLC19,803$908.0K0.02%
Colony Family Offices, LLC18,687$857.0K0.39%
Healthcare of Ontario Pension Plan Trust Fund17,700$812.0K0.00%
Moore Capital Management, LP17,688$811.0K0.02%
Trexquant Investment LP14,863$681.0K0.03%
Intech Investment Management LLC14,706$674.0K0.00%
Dynamic Technology Lab Private Ltd14,361$658.0K0.07%
Exchange Traded Concepts, LLC13,193$605.0K0.02%
Stock Yards Bank & Trust Co13,013$597.0K0.02%
Alps Advisors Inc12,942$593.0K0.01%
Arrowstreet Capital, Limited Partnership12,707$583.0K0.00%
Advisors Asset Management, Inc.12,670$581.0K0.01%
Engineers Gate Manager LP12,281$563.0K0.02%
Two Sigma Securities, LLC11,900$546.0K0.10%
BKD Wealth Advisors, LLC10,802$495.0K0.02%
Mirabella Financial Services LLP10,335$474.0K0.05%
Schroder Investment Management Group10,195$465.0K0.00%
Cornerstone Advisors Asset Management, LLC5,825$267.1K0.19%
Pacer Advisors, Inc.5,289$243.0K0.00%
Neo Ivy Capital Management5,092$233.0K0.62%
Hightower 6M Holding, LLC4,507$207.0K0.02%
Main Street Financial Solutions, LLC4,402$202.0K0.03%
Paradigm Asset Management Co LLC4,300$197.2K0.06%
Truvestments Capital LLC3,506$161.0K0.09%
Venture Visionary Partners LLC3,346$153.4K0.01%
Oxler Private Wealth LLC2,543$116.6K0.06%
Harbour Investments, Inc.2,108$97.0K0.01%
Trust Co of Vermont1,875$86.0K0.01%
Total Clarity Wealth Management, Inc.1,864$85.0K0.04%
Wellington Shields & Co., LLC1,666$76.0K0.02%
Ronald Blue Trust, Inc.1,142$59.0K0.00%
ACG Wealth900$41.0K0.01%
Simplex Trading, LLC800$36.0K0.00%
Ritter Daniher Financial Advisory LLC500$23.0K0.02%
Clearview Wealth Advisors LLC430$20.0K0.01%
Bradley & Co. Private Wealth Management, LLC424$19.0K0.02%
CoreCap Advisors, LLC352$16.0K0.00%
New Millennium Group LLC319$15.0K0.02%
Riverview Trust Co310$14.0K0.01%
American State Bank (Iowa)210$9.63K0.01%
Maryland Capital Advisors Inc.150$7.00K0.01%
Larson Financial Group LLC138$6.00K0.00%
CX Institutional135$6.00K0.00%
Heritage Financial Services, LLC146$6.00K0.00%
Castle Wealth Management LLC136$6.00K0.00%
Optimum Investment Advisors115$5.00K0.00%
CoreFirst Bank & Trust100$5.00K0.00%
Bell Investment Advisors, Inc103$5.00K0.00%
Investors Asset Management of Georgia Inc66$3.00K0.00%
Loomis Sayles & Co L P37$2.00K0.00%
Hallmark Capital Management Inc44$2.00K0.00%
Carmichael Hill & Associates, Inc.25$1.00K0.00%
Sierra Capital LLC31$1.00K0.00%
Avion Wealth28$1.00K0.00%
Assetmark, Inc7$00.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17$00.00%
BerganKDV Wealth Management, LLC9$00.00%
Steward Financial Group LLC10$00.00%
Transamerica Financial Advisors, Inc.1––

Sold out (61)

Institutions that held Essential Utilities, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of WTRG in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
AMP Capital Investors Ltd293,778$15.1M
Erste Asset Management GmbH218,810$11.4M
Brandywine Global Investment Management, LLC159,438$8.15M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund156,274$7.99M
Massachusetts Financial Services Co141,198$7.22M
Allstate Corp41,255$2.11M
Handelsbanken Fonder AB40,267$2.06M
CoreCommodity Management, LLC27,321$1.40M
Csenge Advisory Group23,295$1.19M
Financial Architects, Inc22,692$1.16M
Squarepoint Ops LLC21,661$1.11M
O'Shares Investment Advisers, LLC12,284$628.0K
Teza Capital Management LLC9,753$499.0K
Oak Thistle LLC9,626$492.0K
Axxcess Wealth Management, LLC8,646$442.0K
Stratos Wealth Advisors, LLC8,091$414.0K
BBR Partners, LLC7,141$365.0K
Zimmermann Investment Management & Planning LLC7,051$361.0K
Eagle Ridge Investment Management6,580$336.0K
Bayesian Capital Management, LP6,000$307.0K
Aveo Capital Partners, LLC5,471$280.0K
Seven Eight Capital, LP5,335$273.0K
Balyasny Asset Management LLC5,210$266.0K
Fulton Breakefield Broenniman LLC5,150$263.0K
Jump Financial, LLC5,093$260.0K
Fox Run Management, L.L.C.4,894$250.0K
Linscomb & Williams, Inc.4,863$248.0K
Winton Group Ltd4,478$229.0K
Perigon Wealth Management, LLC4,461$228.0K
Ellsworth Advisors, LLC4,500$224.0K
Headinvest, LLC4,350$222.0K
Clark Capital Management Group, Inc.4,243$217.0K
CTC Capital Management, LLC4,200$215.0K
Lountzis Asset Management, LLC4,191$214.3K
Independent Investors Inc4,166$213.0K
Insight 2811, Inc.4,174$213.0K
Moreno Evelyn V4,118$211.0K
Cigna Investments Inc4,096$210.0K
Kestra Private Wealth Services, LLC4,107$210.0K
We Are One Seven, LLC3,963$203.0K
Group One Trading, L.P.2,000$102.0K
Tobam1,161$59.0K
Sandy Cove Advisors, LLC1,000$51.0K
Herold Advisors, Inc.800$40.9K
Tarbox Family Office, Inc.761$39.0K
1832 Asset Management L.P.750$38.0K
Fortitude Advisory Group L.L.C.590$30.0K
Koshinski Asset Management, Inc.416$21.3K
Elequin Capital LP402$21.0K
Bedel Financial Consulting, Inc.268$14.0K
Dark Forest Capital Management LP276$14.0K
Freedman Financial Associates, Inc.247$13.0K
Gemmer Asset Management LLC244$12.0K
TCWP LLC212$10.0K
Lazard Asset Management LLC85$4.00K
Conrad Siegel Investment Advisors, Inc.63$3.00K
Covington Capital Management43$2.00K
Cordant, Inc.44$2.00K
Northwest Investment Counselors, LLC19$1.00K
Clear Street Markets LLC10$1.00K
Financial Management Professionals, Inc.24$1.00K

Not filed for Q2 2022 yet (13)

Institutions that held Essential Utilities, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
NN Investment Partners Holdings N.V.527,927$27.0M
Parametric Portfolio Associates LLC477,659$24.4M
Amalgamated Financial Corp.159,759$8.17M
Susquehanna Fundamental Investments, LLC68,055$3.48M
Teachers Retirement System of the State of Kentucky30,016$1.53M
Virginia Retirement Systems Et Al27,300$1.40M
Dixon Hughes Goodman Wealth Advisors LLC12,196$624.0K
Barrett Asset Management, LLC8,424$430.0K
Kings Point Capital Management5,267$269.0K
Lenox Wealth Advisors, LLC1,236$64.0K
IndexIQ Advisors LLC1,105$56.0K
Ritter Daniher Financial Advisory, LLC500$26.0K
SJS Investment Consulting Inc.4$0