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.
Q4 2022 vs. Q3 2022
How the institutions holding Essential Utilities, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 637 | 8 | 657 | +28 |
| Shares | 188.9M | 345.5K | 193.2M | +4.61M (+2.4%) |
| Value | $7.82B | $14.3M | $9.21B | +$1.40B (+17.9%) |
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (99)
Institutions that held Essential Utilities, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (71)
Institutions that held Essential Utilities, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (8)
Institutions that held Essential Utilities, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Eaton Vance Management | 308,726 | $12.8M |
| Inverness Counsel LLC | 13,135 | $544.0K |
| Wipfli Financial Advisors LLC, | 7,390 | $306.0K |
| Maryland Capital Management | 6,951 | $288.0K |
| Bluestein R H & Co | 5,000 | $207.0K |
| American Portfolios Advisors | 3,074 | $127.2K |
| FourThought Financial, LLC | 824 | $34.0K |
| Surevest, LLC | 415 | $17.0K |