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.
Q1 2024 vs. Q4 2023
How the institutions holding Essential Utilities, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 623 | 7 | 592 | −24 |
| Shares | 204.3M | 36.1K | 213.5M | +9.16M (+4.5%) |
| Value | $7.63B | $1.35M | $7.90B | +$272.4M (+3.6%) |
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (44)
Institutions that held Essential Utilities, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
Sold out (68)
Institutions that held Essential Utilities, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
Not filed for Q1 2024 yet (7)
Institutions that held Essential Utilities, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Sonen Capital LLC | 21,589 | $806.3K |
| Alan B. Lancz & Associates, Inc. | 5,434 | $203.0K |
| Desjardins Global Asset Management Inc. | 3,342 | $124.8K |
| Bartlett & Co. LLC | 2,531 | $95.0K |
| Baystate Wealth Management LLC | 1,815 | $67.8K |
| Coppell Advisory Solutions LLC | 777 | $29.0K |
| Strategic Investment Solutions, Inc. | 584 | $21.8K |