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, Q2 2022
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 636
- +7 vs. Q1 2022
- Shares held
- 186.7M
- +7.02M (+3.9%) vs. Q1 2022
- Total value
- $8.55B
- −$574.3M (−6.3%) vs. Q1 2022
- New holders
- 68
- 220 more added
- Sold out
- 61
- 191 more reduced
13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 10 | $0 | 0.00% | −19−65.5% | Reduced |
| Assetmark, Inc | 7 | $0 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $0 | 0.00% | +17 | New |
| BerganKDV Wealth Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| CVA Family Office, LLC | 25 | $1.00K | 0.00% | −35−58.3% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Sierra Capital LLC | 31 | $1.00K | 0.00% | +31 | New |
| Avion Wealth | 28 | $1.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 40 | $2.00K | 0.00% | −1,332−97.1% | Reduced |
| Massmutual Trust Co FSB | 41 | $2.00K | 0.00% | +26+173.3% | Added |
| Schubert & Co | 47 | $2.00K | 0.00% | +20+74.1% | Added |
| Loomis Sayles & Co L P | 37 | $2.00K | 0.00% | +37 | New |
| Hallmark Capital Management Inc | 44 | $2.00K | 0.00% | +44 | New |
| Tradewinds Capital Management, LLC | 70 | $3.00K | 0.00% | −1,757−96.2% | Reduced |
| Glassman Wealth Services | 66 | $3.00K | 0.00% | −29−30.5% | Reduced |
| McIlrath & Eck, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 66 | $3.00K | 0.00% | +66 | New |
| Sageworth Trust Co of South Dakota | 89 | $4.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $5.00K | 0.00% | +1+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 115 | $5.00K | 0.00% | +115 | New |
| CoreFirst Bank & Trust | 100 | $5.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 103 | $5.00K | 0.00% | +103 | New |
| Ellevest, Inc. | 135 | $6.00K | 0.00% | −196−59.2% | Reduced |
| Evoke Wealth, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 138 | $6.00K | 0.00% | +138 | New |
| CX Institutional | 135 | $6.00K | 0.00% | +135 | New |
| Heritage Financial Services, LLC | 146 | $6.00K | 0.00% | +146 | New |
| Castle Wealth Management LLC | 136 | $6.00K | 0.00% | +136 | New |
| Fieldpoint Private Securities, LLC | 150 | $7.00K | 0.00% | −375−71.4% | Reduced |
| GW&K Investment Management, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $7.00K | 0.01% | +150 | New |
| Thompson Siegel & Walmsley LLC | 181 | $8.00K | 0.00% | −1,113−86.0% | Reduced |
| Lindbrook Capital, LLC | 179 | $8.00K | 0.00% | −7−3.8% | Reduced |
| Global Retirement Partners, LLC | 181 | $8.00K | 0.00% | +23+14.6% | Added |
| Sandy Spring Bank | 164 | $8.00K | 0.00% | +58+54.7% | Added |
| South State Corp. | 201 | $9.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 200 | $9.17K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 210 | $9.63K | 0.01% | +210 | New |
| First Horizon Advisors, Inc. | 256 | $11.0K | 0.00% | +236+1,180.0% | Added |
| TD Waterhouse Canada Inc. | 234 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 285 | $13.0K | 0.00% | +2+0.7% | Added |
| Capital Advisors, Ltd. LLC | 274 | $13.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 310 | $14.0K | 0.01% | +310 | New |
| Quent Capital, LLC | 338 | $15.0K | 0.00% | −6−1.7% | Reduced |
| New Millennium Group LLC | 319 | $15.0K | 0.02% | +319 | New |
| Resources Management Corp | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 352 | $16.0K | 0.00% | +352 | New |
| Norwood Financial Corp | 375 | $17.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 382 | $17.0K | 0.00% | +2+0.5% | Added |
| Robbins Farley LLC | 375 | $17.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 380 | $17.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 361 | $17.0K | 0.00% | +48+15.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 368 | $17.0K | 0.00% | +182+97.8% | Added |
| Allspring Global Investments Holdings, LLC | 397 | $18.0K | 0.00% | −16,340−97.6% | Reduced |
| JFS Wealth Advisors, LLC | 392 | $18.0K | 0.00% | −38−8.8% | Reduced |
| Essex Investment Management Co LLC | 425 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 404 | $19.0K | 0.01% | +1+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 424 | $19.0K | 0.02% | +424 | New |
| M&R Capital Management Inc | 448 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 430 | $20.0K | 0.01% | +430 | New |
| TCI Wealth Advisors, Inc. | 465 | $21.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 461 | $21.0K | 0.01% | +2+0.4% | Added |
| Disciplined Investments, LLC | 471 | $22.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $23.0K | 0.02% | +500 | New |
| Sutton Wealth Advisors Inc. | 520 | $23.8K | 0.01% | −20−3.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 519 | $24.0K | 0.01% | −107−17.1% | Reduced |
| HC Financial Advisors Inc | 531 | $24.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 517 | $24.0K | 0.03% | +4+0.8% | Added |
| HHM Wealth Advisors, LLC | 561 | $26.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 669 | $30.0K | 0.01% | +4+0.6% | Added |
| First PREMIER Bank | 650 | $30.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $30.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $32.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $32.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 744 | $34.0K | 0.00% | +4+0.5% | Added |
| Covestor Ltd | 794 | $36.0K | 0.03% | −382−32.5% | Reduced |
| Simplex Trading, LLC | 800 | $36.0K | 0.00% | +800 | New |
| Pflug Koory, LLC | 814 | $37.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $37.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 824 | $38.0K | 0.01% | +200+32.1% | Added |
| Gibson Wealth Advisors LLC | 905 | $41.0K | 0.05% | 00.0% | Unchanged |
| ACG Wealth | 900 | $41.0K | 0.01% | +900 | New |