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 2024
Institutional positions in Essential Utilities, Inc. as of Jun 30, 2024. 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
- 601
- +17 vs. Q1 2024
- Shares held
- 214.6M
- +1.69M (+0.8%) vs. Q1 2024
- Total value
- $8.01B
- +$125.4M (+1.6%) vs. Q1 2024
- New holders
- 63
- 216 more added
- Sold out
- 46
- 216 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 977 | $36.5K | 0.00% | +20+2.1% | Added |
| VisionPoint Advisory Group, LLC | 980 | $36.6K | 0.01% | +63+6.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $37.3K | 0.00% | −600−37.5% | Reduced |
| Voisard Asset Management Group, Inc. | 1,000 | $37.3K | 0.02% | +1,000 | New |
| CoreCap Advisors, LLC | 1,028 | $38.4K | 0.00% | +567+123.0% | Added |
| Quent Capital, LLC | 1,030 | $38.5K | 0.00% | −16−1.5% | Reduced |
| Orion Capital Management LLC | 1,125 | $42.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,136 | $42.1K | 0.00% | +139+13.9% | Added |
| Ronald Blue Trust, Inc. | 1,151 | $42.7K | 0.00% | +68+6.3% | Added |
| Riverview Trust Co | 1,154 | $43.1K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,215 | $45.4K | 0.01% | +14+1.2% | Added |
| Peoples Financial Services Corp. | 1,250 | $46.6K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $51.7K | 0.01% | −2,034−59.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,447 | $54.0K | 0.00% | +1,447 | New |
| Flputnam Investment Management Co | 1,475 | $55.1K | 0.00% | +1,475 | New |
| Atlantic Trust, LLC | 1,500 | $56.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,541 | $57.5K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $59.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,625 | $60.7K | 0.01% | +1,509+1,300.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $63.3K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $65.9K | 0.02% | +1,766 | New |
| Cultivar Capital, Inc. | 1,869 | $69.8K | 0.06% | +1,869 | New |
| Tower View Investment Management & Research LLC | 1,965 | $73.4K | 0.04% | +10+0.5% | Added |
| Colonial Trust Advisors | 2,042 | $76.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,196 | $82.0K | 0.01% | +1,923+704.4% | Added |
| Geneos Wealth Management Inc. | 2,198 | $82.1K | 0.00% | +332+17.8% | Added |
| National Bank of Canada | 2,214 | $82.1K | 0.00% | +15+0.7% | Added |
| Parallel Advisors, LLC | 2,323 | $86.7K | 0.00% | −166−6.7% | Reduced |
| Colonial Trust Co | 2,345 | $87.5K | 0.02% | −55−2.3% | Reduced |
| Kepos Capital LP | 2,359 | $88.0K | 0.03% | −184−7.2% | Reduced |
| Citizens National Bank Trust Department | 2,450 | $91.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,531 | $94.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,538 | $94.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,565 | $95.8K | 0.00% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,754 | $101.0K | 0.05% | +16+0.6% | Added |
| Sound Income Strategies, LLC | 2,735 | $102.1K | 0.01% | −683−20.0% | Reduced |
| Washington Trust Co | 2,930 | $109.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,741 | $111.6K | 0.00% | +50+1.9% | Added |
| Trust Co of Vermont | 3,020 | $112.7K | 0.01% | −76−2.5% | Reduced |
| Spire Wealth Management | 3,075 | $114.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $117.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,144 | $117.4K | 0.02% | +7+0.2% | Added |
| Bank of New Hampshire | 3,250 | $121.3K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $125.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,463 | $129.0K | 0.00% | +12+0.3% | Added |
| Rakuten Investment Management, Inc. | 3,574 | $133.6K | 0.00% | +1,327+59.1% | Added |
| GWM Advisors LLC | 3,627 | $135.4K | 0.00% | −65−1.8% | Reduced |
| Whittier Trust Co | 3,755 | $140.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,912 | $146.0K | 0.00% | +749+23.7% | Added |
| Cetera Trust Company, N.A | 3,965 | $148.0K | 0.09% | +3,965 | New |
| Fifth Third Bancorp | 4,001 | $149.4K | 0.00% | −257−6.0% | Reduced |
| Natixis Investment Managers International | 4,033 | $150.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,416 | $164.8K | 0.00% | +352+8.7% | Added |
| Principal Securities, Inc. | 4,529 | $169.1K | 0.00% | −5,924−56.7% | Reduced |
| Massmutual Trust Co FSB | 4,640 | $173.2K | 0.01% | +3,127+206.7% | Added |
| Redwood Wealth Management Group, LLC | 4,659 | $173.9K | 0.13% | +4,659 | New |
| Centaurus Financial, Inc. | 4,852 | $181.0K | 0.01% | +4+0.1% | Added |
| Kempen Capital Management N.V. | 4,967 | $185.4K | 0.00% | +2,147+76.1% | Added |
| Blume Capital Management, Inc. | 5,055 | $188.7K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 5,318 | $198.5K | 0.02% | −314−5.6% | Reduced |
| Huntington National Bank | 5,339 | $199.3K | 0.00% | −65−1.2% | Reduced |
| GAMMA Investing LLC | 5,359 | $200.1K | 0.03% | +1,989+59.0% | Added |
| MAI Capital Management | 5,386 | $201.1K | 0.00% | +5,386 | New |
| Glenview Trust Co | 5,392 | $201.3K | 0.00% | +5,392 | New |
| Mediolanum International Funds Ltd | 5,790 | $202.1K | 0.00% | +5,790 | New |
| Equitable Holdings, Inc. | 5,455 | $203.6K | 0.00% | +35+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $206.6K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 5,544 | $206.9K | 0.00% | −12−0.2% | Reduced |
| TD Private Client Wealth LLC | 5,556 | $207.4K | 0.01% | −28−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,539 | $207.7K | 0.00% | −799−12.6% | Reduced |
| Congress Wealth Management LLC | 5,586 | $208.6K | 0.00% | +5,586 | New |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $212.3K | 0.00% | +239+4.4% | Added |
| Main Street Financial Solutions, LLC | 5,774 | $215.5K | 0.02% | +5,774 | New |
| Investment Management Corp of Ontario | 5,821 | $217.3K | 0.01% | +5,821 | New |
| Integrated Wealth Concepts LLC | 5,870 | $219.1K | 0.00% | −25−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $221.4K | 0.17% | 00.0% | Unchanged |
| Commerce Bank | 6,060 | $226.2K | 0.00% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 6,157 | $229.8K | 0.01% | −334−5.1% | Reduced |
| SG Americas Securities, LLC | 6,163 | $230.0K | 0.00% | +791+14.7% | Added |
| Prio Wealth Limited Partnership | 6,174 | $230.5K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,188 | $231.0K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,188 | $231.0K | 0.02% | −109−1.7% | Reduced |
| Rafferty Asset Management, LLC | 6,204 | $231.6K | 0.00% | +6,204 | New |
| Clark Capital Management Group, Inc. | 6,221 | $232.2K | 0.00% | +6,221 | New |
| Federation des caisses Desjardins du Quebec | 6,235 | $232.7K | 0.00% | −12,061−65.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,239 | $233.3K | 0.00% | −13,095−67.7% | Reduced |
| MidWestOne Financial Group, Inc. | 6,250 | $233.3K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $233.3K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,398 | $238.8K | 0.01% | −1,034−13.9% | Reduced |
| Seeds Investor LLC | 6,406 | $239.1K | 0.12% | +6,406 | New |
| Argent Trust Co | 6,442 | $240.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,444 | $240.6K | 0.02% | +25+0.4% | Added |
| Ascent Group, LLC | 6,658 | $248.5K | 0.02% | −1,003−13.1% | Reduced |
| Tower Wealth Partners, Inc. | 6,718 | $250.8K | 0.15% | +426+6.8% | Added |
| Advisors Capital Management, LLC | 6,790 | $253.0K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,835 | $255.1K | 0.06% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $255.7K | 0.20% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,867 | $256.4K | 0.00% | −1,798−20.8% | Reduced |
| Profund Advisors LLC | 6,896 | $257.4K | 0.01% | −1,661−19.4% | Reduced |
| UniSuper Management Pty Ltd | 6,900 | $257.6K | 0.00% | +3,200+86.5% | Added |