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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.

Q3 2024 vs. Q2 2024

How the institutions holding Essential Utilities, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WTRG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders6015629+33
Shares214.6M30.9M211.2M+27.5M (+15.0%)
Value$8.01B$1.15B$8.09B+$1.24B (+18.1%)

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Essential Utilities, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WTRG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.31,168,058$1.20B0.03%
Millennium Management LLC1,243,484$48.0M0.04%
Point72 Asset Management, L.P.799,647$30.8M0.11%
Twinbeech Capital LP360,298$13.9M0.27%
HRT Financial LP204,105$7.87M0.04%
Weiss Asset Management LP189,286$7.30M0.19%
Campbell & CO Investment Adviser LLC159,738$6.16M0.46%
Qube Research & Technologies Ltd108,257$4.18M0.01%
DRW Securities, LLC101,300$3.91M0.22%
D. E. Shaw & Co., Inc.86,643$3.34M0.00%
Synergy Financial Management, LLC76,787$2.96M0.45%
Engineers Gate Manager LP75,497$2.91M0.06%
Pinebridge Investments, L.P.69,693$2.69M0.02%
International Assets Investment Management, LLC98,142$2.54M0.01%
La Banque Postale Asset Management SA62,424$2.41M0.04%
Coldstream Capital Management Inc57,626$2.22M0.05%
Eastern Bank49,280$1.90M0.03%
Brevan Howard Capital Management LP47,378$1.83M0.09%
Tudor Investment Corp Et Al38,179$1.47M0.02%
Oak Thistle LLC32,722$1.26M0.41%
Aquatic Capital Management LLC31,900$1.23M0.03%
Aigen Investment Management, LP30,035$1.16M0.23%
Point72 (DIFC) Ltd21,048$811.8K0.06%
Qsemble Capital Management, LP19,400$748.3K0.14%
Prelude Capital Management, LLC19,230$741.7K0.06%
Quest Partners LLC16,334$630.0K0.06%
Lombard Odier Asset Management (Switzerland) SA16,089$620.6K0.05%
Quaker Wealth Management, LLC13,299$512.9K0.19%
Paloma Partners Management Co12,949$499.4K0.03%
Capstone Investment Advisors, LLC12,404$478.4K0.01%
Point72 Asia (Singapore) Pte. Ltd.11,686$450.7K0.08%
Boothbay Fund Management, LLC11,467$442.3K0.01%
Code Waechter LLC10,968$423.0K0.40%
Centiva Capital, LP10,359$399.5K0.02%
Sterling Capital Management LLC9,600$370.3K0.00%
Chicago Partners Investment Group LLC7,496$302.0K0.01%
MQS Management LLC7,683$296.3K0.17%
CWM Advisors, LLC7,590$292.7K0.03%
Petrus Trust Company, LTA7,239$279.2K0.03%
Diversified Enterprises, LLC6,174$238.1K0.03%
Ballentine Partners, LLC6,124$236.2K0.00%
Machina Capital S.A.S.6,087$234.8K0.09%
Schrum Private Wealth Management LLC5,750$221.8K0.11%
B. Metzler seel. Sohn & Co. Holding AG5,688$219.4K0.00%
Fisher Asset Management, LLC5,496$212.0K0.00%
Lowe Brockenbrough & Co Inc5,350$206.3K0.01%
Fortem Financial Group, LLC5,347$206.2K0.08%
Charter Trust Co5,322$205.3K0.01%
TownSquare Capital, LLC5,302$204.5K0.00%
Capital Market Strategies LLC5,300$204.4K0.12%
Ledgewood Wealth Advisors, LLC5,206$200.8K0.14%
EWG Elevate Inc.5,187$200.1K0.08%
Assetmark, Inc4,843$186.8K0.00%
Quarry LP3,882$149.7K0.05%
Aster Capital Management (DIFC) Ltd3,638$140.3K0.03%
Shell Asset Management Co2,703$104.0K0.00%
Alpine Bank Wealth Management2,082$80.3K0.01%
Coastline Trust Co1,693$65.3K0.01%
Sanctuary Wealth Management, L.L.C.1,299$50.1K0.04%
Truvestments Capital LLC1,093$42.1K0.01%
NBT Bank N A800$30.9K0.00%
Darwin Advisors, LLC733$28.3K0.01%
Skopos Labs, Inc.672$25.9K0.01%
Friedenthal Financial655$25.3K0.01%
GeoWealth Management, LLC422$16.3K0.00%
Capital Performance Advisors LLP327$12.6K0.00%
Leonteq Securities AG225$8.68K0.00%
Hemington Wealth Management214$8.00K0.00%
Jaffetilchin Investment Partners, LLC184$7.11K0.00%
Bokf, NA177$6.85K0.00%
Byrne Asset Management LLC110$4.24K0.00%
Ashton Thomas Securities, LLC84$3.24K0.00%
Beacon Capital Management, LLC60$2.31K0.00%
Financial Gravity Companies, Inc.37$1.43K0.00%
Hallmark Capital Management Inc33$1.27K0.00%
Claris Advisors, LLC9$3470.00%

Sold out (43)

Institutions that held Essential Utilities, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WTRG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
ExodusPoint Capital Management, LP86,187$3.22M
Voloridge Investment Management, LLC28,315$1.06M
Squarepoint Ops LLC27,209$1.02M
Eqis Capital Management, Inc.23,000$858.6K
Agf Management Ltd20,585$768.4K
MBB Public Markets I LLC18,964$707.9K
Trexquant Investment LP15,631$583.5K
BI Asset Management Fondsmaeglerselskab A/S13,456$502.0K
Readystate Asset Management LP13,410$500.6K
American Century Companies Inc11,850$442.4K
Simplicity Wealth,LLC10,461$390.5K
Strategic Financial Concepts, LLC15,807$388.0K
Occudo Quantitative Strategies LP10,303$384.6K
LaSalle St. Investment Advisors, LLC7,994$298.0K
Horizon Investment Services, LLC7,912$295.4K
Virtue Capital Management, LLC6,776$275.2K
LVW Advisors, LLC7,000$261.3K
Kingswood Wealth Advisors, LLC6,947$259.3K
Conestoga Capital Advisors, LLC6,937$259.0K
Beacon Pointe Advisors, LLC6,867$256.4K
Main Street Financial Solutions, LLC5,774$215.5K
Congress Wealth Management LLC5,586$208.6K
Banco Bilbao Vizcaya Argentaria, S.A.5,539$207.7K
Zacks Investment Management5,544$206.9K
MAI Capital Management5,386$201.1K
Redwood Wealth Management Group, LLC4,659$173.9K
Cultivar Capital, Inc.1,869$69.8K
Orion Capital Management LLC1,125$42.0K
VisionPoint Advisory Group, LLC980$36.6K
CBIZ Investment Advisory Services, LLC862$32.2K
Cypress Capital, LLC842$31.4K
Ashton Thomas Private Wealth, LLC371$13.8K
Family Firm, Inc.321$12.0K
Independence Bank of Kentucky320$11.9K
Gradient Investments LLC230$8.60K
Opal Wealth Advisors, LLC161$6.02K
Headlands Technologies LLC148$5.53K
Bear Mountain Capital, Inc.88$3.54K
Triad Wealth Partners, LLC59$2.20K
Valley National Advisers Inc55$2.00K
Zions Bancorporation, N.A.45$1.68K
EdgeRock Capital LLC32$1.19K
Innealta Capital, LLC17$635

Not filed for Q3 2024 yet (5)

Institutions that held Essential Utilities, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.30,827,925$1.15B
Susquehanna Fundamental Investments, LLC84,127$3.14M
Levy Wealth Management Group, LLC14,299$533.8K
Benjamin F. Edwards & Company, Inc.3,341$125.0K
Sofos Investments, Inc.1$37