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, Q4 2022
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 657
- +28 vs. Q3 2022
- Shares held
- 193.2M
- +4.61M (+2.4%) vs. Q3 2022
- Total value
- $9.21B
- +$1.40B (+17.9%) vs. Q3 2022
- New holders
- 99
- 220 more added
- Sold out
- 71
- 200 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,657−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,398−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −1,560−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Inverness Counsel LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Maryland Capital Management | – | – | – | – | Not filed |
| Bluestein R H & Co | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Surevest, LLC | – | – | – | – | Not filed |