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 |
|---|---|---|---|---|---|
| Corbenic Partners LLC | 914 | $42.0K | 0.01% | 00.0% | Unchanged |
| Motco | 969 | $44.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $46.0K | 0.02% | +300+42.9% | Added |
| Private Capital Group, LLC | 1,031 | $47.0K | 0.04% | −493−32.3% | Reduced |
| Asset Dedication, LLC | 1,041 | $48.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $49.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,085 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,085 | $50.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $53.0K | 0.01% | −1−0.1% | Reduced |
| Birch Capital Management, LLC | 1,169 | $53.6K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,223 | $56.0K | 0.04% | +7+0.6% | Added |
| Peoples Financial Services Corp. | 1,250 | $57.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,258 | $58.0K | 0.01% | +2+0.2% | Added |
| Cyrus J. Lawrence, LLC | 1,292 | $59.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,142 | $59.0K | 0.00% | +1,142 | New |
| Signaturefd, LLC | 1,310 | $60.0K | 0.00% | −1,226−48.3% | Reduced |
| Kepos Capital LP | 1,387 | $64.0K | 0.01% | −2,224−61.6% | Reduced |
| Brown Brothers Harriman & Co | 1,468 | $67.0K | 0.00% | +1,000+213.7% | Added |
| Parallel Advisors, LLC | 1,486 | $68.0K | 0.00% | −107−6.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $69.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,560 | $72.0K | 0.01% | −1,560−50.0% | Reduced |
| Old Second National Bank of Aurora | 1,600 | $73.0K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $76.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,666 | $76.0K | 0.02% | +1,666 | New |
| PEAK6 Investments LLC | 1,690 | $77.0K | 0.00% | +1,033+157.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $78.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,767 | $81.0K | 0.01% | +6+0.3% | Added |
| Ci Investments Inc. | 1,780 | $82.0K | 0.00% | −1,378−43.6% | Reduced |
| Allworth Financial LP | 1,858 | $85.0K | 0.00% | +8+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,864 | $85.0K | 0.04% | +1,864 | New |
| Trust Co of Vermont | 1,875 | $86.0K | 0.01% | +1,875 | New |
| Archer Investment Corp | 1,959 | $89.8K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,900 | $90.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $92.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,108 | $97.0K | 0.01% | +2,108 | New |
| Fifth Third Bancorp | 2,214 | $102.0K | 0.00% | +1,846+501.6% | Added |
| Montag A & Associates Inc | 2,300 | $105.0K | 0.01% | −500−17.9% | Reduced |
| Clearstead Advisors, LLC | 2,317 | $106.0K | 0.01% | +14+0.6% | Added |
| Addison Advisors LLC | 2,313 | $106.0K | 0.06% | +1,500+184.5% | Added |
| Quadrant Capital Group LLC | 2,349 | $108.0K | 0.01% | −144−5.8% | Reduced |
| Citizens National Bank Trust Department | 2,450 | $112.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,492 | $114.0K | 0.03% | −319−11.3% | Reduced |
| Hudock, Inc. | 2,501 | $114.0K | 0.04% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,543 | $116.6K | 0.06% | +2,543 | New |
| TD Private Client Wealth LLC | 2,703 | $123.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,768 | $126.9K | 0.00% | +37+1.4% | Added |
| Bartlett & Co. LLC | 2,768 | $127.0K | 0.00% | +37+1.4% | Added |
| Bank of New Hampshire | 2,875 | $132.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,930 | $134.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,141 | $144.0K | 0.00% | −445−12.4% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $144.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $153.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,346 | $153.4K | 0.01% | +3,346 | New |
| Dividend Assets Capital, LLC | 3,364 | $154.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 3,387 | $155.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,391 | $156.0K | 0.01% | −1,363−28.7% | Reduced |
| Tompkins Financial Corp | 3,419 | $157.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,506 | $161.0K | 0.09% | +3,506 | New |
| CWM, LLC | 3,558 | $163.0K | 0.00% | +2,773+353.2% | Added |
| American Portfolios Advisors | 3,616 | $165.8K | 0.01% | −542−13.0% | Reduced |
| IFP Advisors, Inc | 3,314 | $171.0K | 0.01% | −1,689−33.8% | Reduced |
| Wellington Shields Capital Management, LLC | 4,166 | $191.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,213 | $193.0K | 0.05% | +54+1.3% | Added |
| Paradigm Asset Management Co LLC | 4,300 | $197.2K | 0.06% | +4,300 | New |
| AlphaCrest Capital Management LLC | 4,375 | $201.0K | 0.01% | −2,266−34.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,402 | $202.0K | 0.03% | +4,402 | New |
| Davis R M Inc | 4,433 | $203.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,293 | $204.0K | 0.02% | −2,562−37.4% | Reduced |
| Advisor Partners LLC | 4,463 | $205.0K | 0.01% | +134+3.1% | Added |
| Hightower 6M Holding, LLC | 4,507 | $207.0K | 0.02% | +4,507 | New |
| Murphy Capital Management Inc | 4,577 | $209.0K | 0.03% | −300−6.2% | Reduced |
| Gateway Investment Advisers LLC | 4,590 | $210.0K | 0.00% | −1,641−26.3% | Reduced |
| Howland Capital Management LLC | 4,595 | $211.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,648 | $213.0K | 0.01% | −301−6.1% | Reduced |
| Jupiter Asset Management Ltd | 4,746 | $218.0K | 0.00% | −2,246−32.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,750 | $218.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 4,806 | $220.0K | 0.02% | +118+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,817 | $221.0K | 0.02% | +444+10.2% | Added |
| Colony Group LLC | 4,838 | $222.0K | 0.00% | −415−7.9% | Reduced |
| Centaurus Financial, Inc. | 4,870 | $223.0K | 0.02% | −5−0.1% | Reduced |
| Wade G W & Inc | 4,972 | $228.0K | 0.01% | +100+2.1% | Added |
| Bluestein R H & Co | 5,000 | $229.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,000 | $229.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,000 | $230.0K | 0.00% | −500−9.1% | Reduced |
| Nations Financial Group Inc, | 5,034 | $231.0K | 0.03% | +15+0.3% | Added |
| Ironwood Investment Counsel, LLC | 5,100 | $233.0K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,092 | $233.0K | 0.62% | +5,092 | New |
| Univest Financial Corp | 5,179 | $237.0K | 0.08% | −457−8.1% | Reduced |
| Accel Wealth Management | 5,057 | $240.0K | 0.14% | +19+0.4% | Added |
| Brown Miller Wealth Management, LLC | 5,268 | $241.0K | 0.16% | +5+0.1% | Added |
| Pacer Advisors, Inc. | 5,289 | $243.0K | 0.00% | +5,289 | New |
| Glenview Trust Co | 5,392 | $247.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,471 | $251.0K | 0.02% | −2,336−29.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,200 | $256.0K | 0.25% | −600−10.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,650 | $259.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,680 | $260.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 5,825 | $267.1K | 0.19% | +5,825 | New |
| Coho Partners, Ltd. | 5,840 | $268.0K | 0.00% | 00.0% | Unchanged |