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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.

Q4 2024 vs. Q3 2024

How the institutions holding Essential Utilities, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WTRG: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders62913622+6
Shares211.2M289.1K217.7M+6.84M (+3.2%)
Value$8.09B$11.1M$7.90B−$178.4M (−2.2%)

13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held Essential Utilities, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WTRG in Q4 2024
InstitutionSharesValue% of portfolio
Cohen & Steers, Inc.1,441,490$52.4M0.10%
Raiffeisen Bank International AG564,212$20.4M0.31%
KLP Kapitalforvaltning AS224,200$8.14M0.04%
Universal- Beteiligungs- und Servicegesellschaft mbH206,805$7.51M0.01%
Raymond James Financial Inc203,264$7.38M0.00%
BNP Paribas Arbitrage, SA145,037$5.27M0.00%
American Century Companies Inc121,561$4.42M0.00%
Police & Firemen's Retirement System of New Jersey90,605$3.29M0.03%
Lansforsakringar Fondforvaltning AB (publ)83,304$3.03M0.02%
Magnetar Financial LLC74,894$2.72M0.06%
Susquehanna Fundamental Investments, LLC66,216$2.40M0.04%
RWC Asset Management LLP58,349$2.12M0.11%
Resolution Capital Ltd51,557$1.87M0.03%
Nomura Holdings Inc45,283$1.64M0.01%
Generali Asset Management SPA SGR35,531$1.29M0.03%
Everence Capital Management Inc23,640$859.0K0.06%
Holos Integrated Wealth LLC20,455$742.9K0.51%
Brighton Jones LLC17,563$637.9K0.02%
Inceptionr LLC16,169$587.3K0.13%
Atria Wealth Solutions, Inc.13,864$503.5K0.01%
Red Door Wealth Management, LLC13,523$491.2K0.08%
Northcape Wealth Management, LLC13,451$488.5K0.16%
Everett Harris & Co13,000$472.2K0.01%
Agp Franklin, LLC12,119$440.2K0.27%
Kingswood Wealth Advisors, LLC11,622$422.1K0.03%
Koss-Olinger Consulting, LLC11,010$400.0K0.04%
Fieldview Capital Management, LLC10,727$389.6K0.06%
Independent Advisor Alliance10,695$388.4K0.01%
BI Asset Management Fondsmaeglerselskab A/S9,985$363.0K0.00%
Verus Wealth Management, LLC9,947$361.3K0.41%
Edgestream Partners, L.P.9,744$353.9K0.02%
Caisse des Depots Et Consignations8,551$310.6K0.02%
Allstate Corp8,266$300.2K0.01%
Congress Wealth Management LLC8,020$291.3K0.00%
Fulton Bank, N.A.7,931$288.1K0.01%
LaSalle St. Investment Advisors, LLC7,757$281.0K0.09%
Vise Technologies, Inc.7,652$277.9K0.02%
Virtu Financial LLC6,736$245.0K0.01%
Custom Index Systems, LLC6,196$225.0K0.12%
MAI Capital Management5,320$193.2K0.00%
State of Wyoming5,030$182.7K0.02%
Crews Bank & Trust2,473$89.8K0.02%
Stonebridge Financial Group, LLC1,660$60.3K0.01%
New Age Alpha Advisors, LLC1,228$44.6K0.00%
Orion Capital Management LLC1,125$40.9K0.02%
Caitong International Asset Management Co., Ltd771$28.0K0.03%
VSM Wealth Advisory, LLC720$26.1K0.01%
Asset Planning,Inc625$22.7K0.02%
National Pension Service543$19.7K0.00%
Wingate Wealth Advisors, Inc.482$17.5K0.02%
Kestra Investment Management, LLC344$12.5K0.00%
SBI Securities Co., Ltd.333$12.1K0.00%
Van Hulzen Asset Management, LLC300$10.9K0.00%
Montag & Caldwell, LLC250$9.08K0.00%
TCTC Holdings, LLC140$5.08K0.00%
Copia Wealth Management138$5.01K0.00%
Lee Danner & Bass Inc115$4.18K0.00%
Lowe Wealth Advisors, LLC77$2.80K0.00%
Comprehensive Financial Planning, Inc.50$1.82K0.00%
Synergy Investment Management, LLC50$1.82K0.00%
Millstone Evans Group, LLC14$5080.00%
NewSquare Capital LLC11$4000.00%
Global Financial Private Client, LLC9$3270.00%
Whipplewood Advisors, LLC8$2910.00%
RE Dickinson Investment Advisors, LLC5$2000.00%
Parkworth Wealth Management, Inc.5$1820.00%
High Note Wealth, LLC3$1090.00%
Capital A Wealth Management, LLC2$730.00%
Activest Wealth Management1$360.00%
Principia Wealth Advisory, LLC1$360.00%
Winthrop Capital Management, LLC7$00.00%

Sold out (65)

Institutions that held Essential Utilities, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WTRG in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Twinbeech Capital LP360,298$13.9M
HRT Financial LP204,105$7.87M
Weiss Asset Management LP189,286$7.30M
Campbell & CO Investment Adviser LLC159,738$6.16M
Qube Research & Technologies Ltd108,257$4.18M
DRW Securities, LLC101,300$3.91M
Covea Finance90,000$3.47M
D. E. Shaw & Co., Inc.86,643$3.34M
Arrowstreet Capital, Limited Partnership81,719$3.15M
International Assets Investment Management, LLC98,142$2.54M
Tortoise Capital Advisors, L.L.C.58,479$2.26M
Man Group plc52,838$2.04M
Brevan Howard Capital Management LP47,378$1.83M
Tudor Investment Corp Et Al38,179$1.47M
Public Sector Pension Investment Board34,080$1.31M
Oak Thistle LLC32,722$1.26M
Versor Investments LP28,679$1.11M
Panagora Asset Management Inc23,229$895.9K
Point72 (DIFC) Ltd21,048$811.8K
Qsemble Capital Management, LP19,400$748.3K
Quest Partners LLC16,334$630.0K
Paloma Partners Management Co12,949$499.4K
Point72 Asia (Singapore) Pte. Ltd.11,686$450.7K
Boothbay Fund Management, LLC11,467$442.3K
Metis Global Partners, LLC11,350$437.8K
Centiva Capital, LP10,359$399.5K
Veriti Management LLC8,024$309.5K
Chicago Partners Investment Group LLC7,496$302.0K
MQS Management LLC7,683$296.3K
Stock Yards Bank & Trust Co7,630$294.3K
Equitable Holdings, Inc.7,483$288.6K
Petrus Trust Company, LTA7,239$279.2K
UniSuper Management Pty Ltd6,900$266.1K
Wetherby Asset Management Inc6,187$238.6K
Diversified Enterprises, LLC6,174$238.1K
Sanibel Captiva Trust Company, Inc.6,157$237.5K
Ballentine Partners, LLC6,124$236.2K
Schrum Private Wealth Management LLC5,750$221.8K
Fisher Asset Management, LLC5,496$212.0K
Glenview Trust Co5,392$208.0K
Lowe Brockenbrough & Co Inc5,350$206.3K
Fortem Financial Group, LLC5,347$206.2K
Charter Trust Co5,322$205.3K
TownSquare Capital, LLC5,302$204.5K
Ledgewood Wealth Advisors, LLC5,206$200.8K
Argent Trust Co5,200$200.6K
EWG Elevate Inc.5,187$200.1K
SG Americas Securities, LLC4,999$193.0K
Aster Capital Management (DIFC) Ltd3,638$140.3K
Kepos Capital LP2,268$87.0K
Allspring Global Investments Holdings, LLC2,126$82.0K
Flputnam Investment Management Co840$71.0K
Catalyst Funds Management Pty Ltd1,600$61.7K
Sanctuary Wealth Management, L.L.C.1,299$50.1K
National Bank of Canada1,062$41.0K
Voisard Asset Management Group, Inc.1,020$39.3K
Motco969$37.4K
Arrow Financial Corp500$19.3K
Millburn Ridgefield Corp406$15.7K
Householder Group Estate & Retirement Specialist, LLC380$14.0K
Capital Performance Advisors LLP327$12.6K
Jaffetilchin Investment Partners, LLC184$7.11K
Rosenberg Matthew Hamilton180$6.94K
Ashton Thomas Securities, LLC84$3.24K
Claris Advisors, LLC9$347

Not filed for Q4 2024 yet (13)

Institutions that held Essential Utilities, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates109,578$4.23M
Raymond James Financial Services Advisors, Inc.83,881$3.24M
First Personal Financial Services44,865$1.73M
Quaker Wealth Management, LLC13,299$512.9K
Raymond James Trust N.A.10,960$422.7K
Diversified, LLC6,174$238.1K
Prio Wealth Limited Partnership6,174$238.1K
B. Metzler seel. Sohn & Co. Holding AG5,688$219.4K
Rakuten Investment Management, Inc.4,754$182.6K
Alpine Bank Wealth Management2,082$80.3K
FinTrust Capital Advisors, LLC625$24.1K
M&R Capital Management Inc498$19.2K
Banque Cantonale Vaudoise476$18.0K