Skip to main content

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.

Q2 2024 vs. Q1 2024

How the institutions holding Essential Utilities, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of WTRG: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders5928601+17
Shares213.5M558.5K214.6M+1.69M (+0.8%)
Value$7.90B$20.7M$8.01B+$125.4M (+1.6%)

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Essential Utilities, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to WTRG in Q2 2024
InstitutionSharesValue% of portfolio
Corebridge Financial, Inc.318,296$11.9M0.07%
AMF Pensionsforsakring AB317,125$11.9M0.09%
Verition Fund Management LLC154,525$5.77M0.04%
Deprince Race & Zollo Inc139,854$5.22M0.12%
John G Ullman & Associates Inc95,700$3.57M0.55%
ExodusPoint Capital Management, LP86,187$3.22M0.04%
Abn Amro Investment Solutions84,447$3.15M0.06%
Greenland Capital Management LP79,970$2.99M0.64%
Northwest & Ethical Investments L.P.72,899$2.72M0.08%
Weaver C. Barksdale & Associates, Inc.52,690$1.97M1.87%
Warren Averett Asset Management, LLC35,874$1.34M0.03%
XTX Topco Ltd29,535$1.10M0.09%
Squarepoint Ops LLC27,209$1.02M0.00%
Blair William & Co25,363$946.8K0.00%
MBB Public Markets I LLC18,964$707.9K0.01%
Sanctuary Advisors, LLC17,459$630.1K0.00%
Trexquant Investment LP15,631$583.5K0.01%
AE Wealth Management LLC14,466$540.0K0.01%
Readystate Asset Management LP13,410$500.6K0.02%
M&G Plc13,025$481.9K0.00%
Mirae Asset Global ETFs Holdings Ltd.12,052$449.9K0.00%
Strategic Financial Concepts, LLC15,807$388.0K0.00%
Evergreen Capital Management LLC10,319$385.2K0.01%
Occudo Quantitative Strategies LP10,303$384.6K0.07%
Omers Administration Corp9,029$337.1K0.00%
Dorsey & Whitney Trust CO LLC8,477$316.4K0.02%
Fifth Third Wealth Advisors LLC8,002$298.7K0.02%
SeaCrest Wealth Management, LLC7,906$295.1K0.03%
Veriti Management LLC7,687$287.0K0.02%
Colony Group, LLC6,907$258.0K0.00%
Seeds Investor LLC6,406$239.1K0.12%
Clark Capital Management Group, Inc.6,221$232.2K0.00%
Rafferty Asset Management, LLC6,204$231.6K0.00%
Investment Management Corp of Ontario5,821$217.3K0.01%
Main Street Financial Solutions, LLC5,774$215.5K0.02%
Congress Wealth Management LLC5,586$208.6K0.00%
Mediolanum International Funds Ltd5,790$202.1K0.00%
Glenview Trust Co5,392$201.3K0.00%
MAI Capital Management5,386$201.1K0.00%
Redwood Wealth Management Group, LLC4,659$173.9K0.13%
Cetera Trust Company, N.A3,965$148.0K0.09%
Cultivar Capital, Inc.1,869$69.8K0.06%
Mascoma Wealth Management LLC1,766$65.9K0.02%
Flputnam Investment Management Co1,475$55.1K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,447$54.0K0.00%
Voisard Asset Management Group, Inc.1,000$37.3K0.02%
Cypress Capital, LLC842$31.4K0.01%
Strategic Investment Solutions, Inc.594$24.1K0.01%
Bangor Savings Bank564$21.1K0.00%
Coppell Advisory Solutions LLC518$19.3K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.494$18.5K0.01%
Householder Group Estate & Retirement Specialist, LLC380$14.0K0.00%
Ashton Thomas Private Wealth, LLC371$13.8K0.00%
New Millennium Group LLC338$12.6K0.01%
Family Firm, Inc.321$12.0K0.00%
Opal Wealth Advisors, LLC161$6.02K0.00%
Itau Unibanco Holding S.A.142$5.30K0.00%
SWAN Capital LLC125$4.67K0.00%
Ridgewood Investments LLC63$2.35K0.00%
Triad Wealth Partners, LLC59$2.20K0.00%
EdgeRock Capital LLC32$1.19K0.00%
Innealta Capital, LLC17$6350.00%
Transcendent Capital Group LLC16$5970.00%

Sold out (46)

Institutions that held Essential Utilities, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WTRG in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Millennium Management LLC919,759$34.1M
American International Group, Inc.332,823$12.3M
Texas Permanent School Fund220,054$8.15M
Impax Asset Management Group plc189,482$7.02M
CoreCommodity Management, LLC147,555$5.47M
Point72 Asset Management, L.P.125,100$4.63M
Zimmer Partners, LP98,400$3.65M
ING Groep NV52,300$1.94M
Jefferies Financial Group Inc.42,525$1.58M
First Business Financial Services, Inc.26,753$991.2K
Arkadios Wealth Advisors24,429$905.1K
Aquatic Capital Management LLC21,400$792.9K
Atria Wealth Solutions, Inc.20,597$763.1K
Ferguson Wellman Capital Management, Inc10,205$378.1K
Machina Capital S.A.S.8,733$323.6K
Schonfeld Strategic Advisors LLC8,488$314.5K
Tiaa Trust, National Association8,269$306.4K
Choate Investment Advisors7,804$289.1K
Wealth Effects LLC7,223$267.6K
Susquehanna Portfolio Strategies, LLC7,100$263.1K
Qube Research & Technologies Ltd6,826$252.9K
Teacher Retirement System of Texas6,601$245.0K
NorthRock Partners, LLC6,219$230.4K
Capital CS Group, LLC5,671$210.1K
Lowe Brockenbrough & Co Inc5,650$209.3K
Vinva Investment Management Ltd5,589$207.1K
Paradigm Asset Management Co LLC5,550$205.6K
Hartline Investment Corp5,535$205.1K
Stony Point Wealth Management Inc.5,533$205.0K
Delap Wealth Advisory, LLC5,462$202.4K
EntryPoint Capital, LLC2,336$86.5K
Truvestments Capital LLC1,075$39.8K
Resources Management Corp650$24.0K
Halpern Financial, Inc.658$23.7K
FRG Family Wealth Advisors LLC325$11.9K
Fernwood Investment Management, LLC200$7.41K
Quarry LP193$7.15K
ICA Group Wealth Management, LLC125$4.63K
Mine & Arao Wealth Creation & Management, LLC.113$4.19K
Maryland Capital Advisors Inc.75$2.78K
Avion Wealth28$2.00K
Birchbrook, Inc.51$1.90K
Quest Partners LLC34$1.26K
Arlington Trust Co LLC30$1.11K
Tucker Asset Management LLC21$778
Annis Gardner Whiting Capital Advisors, LLC20$747

Not filed for Q2 2024 yet (8)

Institutions that held Essential Utilities, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG402,188$14.9M
Tortoise Index Solutions, LLC49,288$1.83M
Cambridge Trust Co47,993$1.78M
Degroof Petercam Asset Management39,900$1.48M
Quaker Wealth Management, LLC15,255$565.2K
Shell Asset Management Co1,827$68.0K
Bromfield Sneider Wealth Advisors1,657$61.4K
Norwood Financial Corp375$13.9K