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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 5,894 | $270.0K | 0.01% | −1,430−19.5% | Reduced |
| Geneos Wealth Management Inc. | 5,697 | $270.0K | 0.01% | −263−4.4% | Reduced |
| Stillwater Capital Advisors, LLC | 5,879 | $270.0K | 0.05% | +1,922+48.6% | Added |
| Jane Street Group, LLC | 5,904 | $271.0K | 0.00% | −88,969−93.8% | Reduced |
| Fulton Bank, N.A. | 5,909 | $271.0K | 0.02% | −205−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,955 | $272.0K | 0.03% | +29+0.5% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $272.0K | 0.25% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,948 | $272.7K | 0.01% | −280−4.5% | Reduced |
| Blair William & Co | 5,950 | $273.0K | 0.00% | +500+9.2% | Added |
| Bigelow Investment Advisors, LLC | 6,014 | $276.0K | 0.15% | 00.0% | Unchanged |
| Charter Trust Co | 6,054 | $278.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,099 | $280.0K | 0.01% | +14+0.2% | Added |
| Argent Trust Co | 6,175 | $283.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,190 | $284.0K | 0.00% | −499−7.5% | Reduced |
| Veritable, L.P. | 6,197 | $284.0K | 0.01% | +206+3.4% | Added |
| Planning Directions Inc | 6,208 | $285.0K | 0.22% | +670+12.1% | Added |
| Prio Wealth Limited Partnership | 6,232 | $285.7K | 0.01% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 6,237 | $286.0K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,250 | $287.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $287.0K | 0.07% | 00.0% | Unchanged |
| First American Bank | 6,292 | $288.5K | 0.03% | −44,926−87.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $291.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,345 | $291.0K | 0.00% | +636+11.1% | Added |
| Coldstream Capital Management Inc | 6,373 | $292.0K | 0.01% | −148−2.3% | Reduced |
| Hartline Investment Corp | 6,190 | $293.0K | 0.05% | +1,500+32.0% | Added |
| Advisors Capital Management, LLC | 6,477 | $297.0K | 0.01% | −15−0.2% | Reduced |
| First Republic Investment Management, Inc. | 6,510 | $298.0K | 0.00% | +96+1.5% | Added |
| Commerce Bank | 6,548 | $300.0K | 0.00% | +172+2.7% | Added |
| Humankind Investments LLC | 6,556 | $301.0K | 0.14% | −3,877−37.2% | Reduced |
| Meridian Wealth Partners, LLC | 6,580 | $302.0K | 0.07% | +41+0.6% | Added |
| Capital CS Group, LLC | 6,673 | $306.0K | 0.32% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 6,800 | $312.0K | 0.01% | −1,875−21.6% | Reduced |
| CAPROCK Group, Inc. | 6,816 | $313.0K | 0.03% | +692+11.3% | Added |
| Charter Oak Capital Management, LLC | 6,829 | $314.0K | 0.04% | +289+4.4% | Added |
| Johnson Investment Counsel Inc | 6,862 | $315.0K | 0.00% | +358+5.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,880 | $315.0K | 0.02% | +410+6.3% | Added |
| Providence Wealth Advisors, LLC | 6,835 | $316.0K | 0.23% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 6,997 | $321.0K | 0.09% | −369−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 7,008 | $321.0K | 0.03% | +1,250+21.7% | Added |
| Alan B. Lancz & Associates, Inc. | 6,234 | $324.0K | 0.32% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 7,252 | $333.0K | 0.19% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,300 | $335.0K | 0.03% | −2,700−27.0% | Reduced |
| Northstar Asset Management LLC | 7,385 | $339.0K | 0.11% | 00.0% | Unchanged |
| Dearborn Partners LLC | 7,507 | $344.0K | 0.01% | +10+0.1% | Added |
| First Affirmative Financial Network | 7,521 | $345.0K | 0.39% | −208−2.7% | Reduced |
| Pinnacle Associates Ltd | 7,537 | $346.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,646 | $350.6K | 0.05% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $356.0K | 0.11% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,871 | $360.0K | 0.00% | +905+13.0% | Added |
| Birch Hill Investment Advisors LLC | 7,893 | $362.0K | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $367.0K | 0.00% | 00.0% | Unchanged |
| Girard Partners Ltd. | 8,100 | $371.0K | 0.05% | +7+0.1% | Added |
| Captrust Financial Advisors | 8,085 | $371.0K | 0.00% | +2,279+39.3% | Added |
| HBK Sorce Advisory LLC | 8,150 | $374.0K | 0.03% | +73+0.9% | Added |
| Gamble Jones Investment Counsel | 8,168 | $375.0K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,164 | $375.0K | 0.01% | +314+4.0% | Added |
| Apollon Wealth Management, LLC | 8,441 | $387.0K | 0.03% | +139+1.7% | Added |
| Phoenix Holdings Ltd. | 8,710 | $393.0K | 0.01% | −711−7.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,659 | $397.0K | 0.01% | −1,792−17.1% | Reduced |
| Fort Washington Investment Advisors Inc | 8,769 | $402.0K | 0.00% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 8,790 | $403.0K | 0.54% | −34−0.4% | Reduced |
| Central Trust Co | 8,889 | $408.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,901 | $408.1K | 0.00% | +5,140+136.7% | Added |
| Sigma Planning Corp | 8,992 | $412.0K | 0.01% | +178+2.0% | Added |
| Levy Wealth Management Group, LLC | 9,040 | $414.0K | 0.19% | +10.0% | Added |
| HB Wealth Management, LLC | 9,032 | $414.0K | 0.01% | +82+0.9% | Added |
| Avantax Advisory Services, Inc. | 9,046 | $415.0K | 0.01% | +30+0.3% | Added |
| Marcum Wealth, LLC | 9,072 | $416.0K | 0.06% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 9,103 | $417.0K | 0.06% | 00.0% | Unchanged |
| Diversified, LLC | 9,174 | $421.0K | 0.17% | −304−3.2% | Reduced |
| Foundations Investment Advisors, LLC | 9,050 | $423.0K | 0.02% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 9,262 | $425.0K | 0.12% | −250−2.6% | Reduced |
| Blume Capital Management, Inc. | 9,310 | $427.0K | 0.17% | 00.0% | Unchanged |
| Keybank National Association | 9,469 | $434.0K | 0.00% | −445−4.5% | Reduced |
| Banque Cantonale Vaudoise | 9,471 | $435.0K | 0.02% | −1,304−12.1% | Reduced |
| CIBC Asset Management Inc | 9,620 | $441.0K | 0.00% | −704−6.8% | Reduced |
| Nordea Investment Management AB | 9,715 | $442.0K | 0.00% | −3,043−23.9% | Reduced |
| Rockland Trust Co | 9,645 | $442.0K | 0.03% | −976−9.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,672 | $443.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,756 | $447.0K | 0.04% | −251−2.5% | Reduced |
| Schroder Investment Management Group | 10,195 | $465.0K | 0.00% | +10,195 | New |
| Aaron Wealth Advisors | 10,223 | $468.0K | 0.12% | −562,484−98.2% | Reduced |
| Natixis Investment Managers International | 10,309 | $472.0K | 0.01% | −2,500−19.5% | Reduced |
| Mirabella Financial Services LLP | 10,335 | $474.0K | 0.05% | +10,335 | New |
| Blossom Wealth Management | 10,384 | $476.0K | 2.41% | +510+5.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $491.0K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,768 | $494.0K | 0.11% | +10.0% | Added |
| Voloridge Investment Management, LLC | 10,801 | $495.0K | 0.00% | −1,190−9.9% | Reduced |
| BKD Wealth Advisors, LLC | 10,802 | $495.0K | 0.02% | +10,802 | New |
| Tiaa, FSB | 10,936 | $501.0K | 0.00% | −663−5.7% | Reduced |
| Great Valley Advisor Group, Inc. | 10,929 | $501.0K | 0.03% | +1,156+11.8% | Added |
| SeaCrest Wealth Management, LLC | 10,936 | $501.0K | 0.06% | +1,188+12.2% | Added |
| Advisory Services Network, LLC | 11,029 | $506.0K | 0.02% | −2,544−18.7% | Reduced |
| Wealth Effects LLC | 11,381 | $522.0K | 0.31% | +3,798+50.1% | Added |
| Meeder Asset Management Inc | 11,583 | $531.0K | 0.03% | +2,047+21.5% | Added |
| Shelton Capital Management | 11,853 | $543.0K | 0.02% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 11,853 | $543.0K | 0.33% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,863 | $544.0K | 0.01% | +176+1.5% | Added |
| Two Sigma Securities, LLC | 11,900 | $546.0K | 0.10% | +11,900 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,964 | $549.0K | 0.29% | 00.0% | Unchanged |