Skip to main content
Livermore
Livermore
ZHEN

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 2025 vs. Q4 2024

How the institutions holding Essential Utilities, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WTRG: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders62212677+67
Shares217.7M1.07M222.4M+5.75M (+2.7%)
Value$7.90B$39.0M$8.79B+$927.6M (+11.8%)

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (113)

Institutions that held Essential Utilities, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 113 by value.

Institutions new to WTRG in Q1 2025
InstitutionSharesValue% of portfolio
Maple-Brown Abbott Ltd2,384,087$94.3M6.43%
Aventail Capital Group, LP942,298$37.2M1.84%
Nuveen, LLC645,726$25.5M0.01%
SG Americas Securities, LLC253,737$10.0M0.03%
ExodusPoint Capital Management, LP222,899$8.81M0.12%
Arrowstreet Capital, Limited Partnership159,792$6.32M0.01%
Wills Financial Group LLC155,292$6.14M2.72%
SummitTX Capital, L.P.109,058$4.31M0.19%
Lombard Odier Asset Management (USA) Corp86,879$3.43M1.16%
Flputnam Investment Management Co85,580$3.38M0.06%
Balyasny Asset Management LLC76,012$3.00M0.01%
OP Asset Management Ltd71,977$2.85M0.05%
Aurora Investment Counsel69,414$2.74M1.52%
CoreCommodity Management, LLC68,883$2.72M0.44%
Marshall Wace, LLP68,342$2.70M0.00%
Connor, Clark & Lunn Investment Management Ltd.67,219$2.66M0.01%
Campbell & CO Investment Adviser LLC64,955$2.57M0.20%
Trexquant Investment LP40,631$1.61M0.02%
Schonfeld Strategic Advisors LLC40,211$1.59M0.01%
Teacher Retirement System of Texas38,132$1.51M0.01%
Ilex Capital Partners (UK) LLP37,177$1.47M0.06%
Jefferies Financial Group Inc.36,202$1.43M0.02%
Investors Research Corp35,350$1.40M0.30%
Covea Finance34,500$1.36M0.06%
Oak Thistle LLC28,525$1.13M0.23%
Fox Run Management, L.L.C.27,386$1.08M0.17%
Dynamic Technology Lab Private Ltd22,227$879.0K0.13%
Simplex Trading, LLC19,031$752.0K0.03%
Qsemble Capital Management, LP18,974$750.0K0.08%
Grantham, Mayo, Van Otterloo & Co. LLC18,663$737.7K0.00%
Bridgefront Capital, LLC18,406$727.6K0.21%
ASR Vermogensbeheer N.V.16,713$660.6K0.01%
AG2R la Mondiale Gestion D'Actifs15,521$598.0K0.03%
ISAM Funds (UK) Ltd14,737$582.6K0.29%
Point72 Hong Kong Ltd14,080$556.6K0.04%
WealthTrust Axiom LLC12,048$476.3K0.15%
Royal London Asset Management Ltd11,785$465.9K0.00%
Occudo Quantitative Strategies LP11,524$452.8K0.06%
Allianz SE11,136$440.2K0.01%
Twinbeech Capital LP10,761$425.4K0.01%
Intrua Financial, LLC10,654$421.2K0.07%
Voloridge Investment Management, LLC10,652$421.1K0.00%
Penserra Capital Management LLC9,961$393.0K0.01%
Hennion & Walsh Asset Management, Inc.9,264$366.2K0.02%
Vident Advisory, LLC9,256$365.9K0.01%
Advisory Services Network, LLC8,594$339.7K0.01%
Quantbot Technologies LP8,513$336.5K0.01%
Jump Financial, LLC7,612$300.9K0.00%
Boothbay Fund Management, LLC7,352$290.6K0.01%
Vinva Investment Management Ltd7,225$283.9K0.01%
Rakuten Investment Management, Inc.7,198$282.8K0.00%
Banco Bilbao Vizcaya Argentaria, S.A.6,673$262.8K0.00%
Walleye Capital LLC6,517$257.6K0.00%
TownSquare Capital, LLC6,195$244.9K0.00%
Virtue Capital Management, LLC6,039$238.8K0.03%
Cozad Asset Management Inc6,000$237.2K0.02%
PTM Wealth Management, LLC6,279$236.2K0.25%
Freestone Grove Partners LP5,811$229.7K0.00%
Chicago Partners Investment Group LLC5,599$229.6K0.01%
NorthRock Partners, LLC5,528$218.5K0.01%
ICW Investment Advisors LLC5,430$214.6K0.09%
Glenview Trust Co5,392$213.1K0.00%
Certior Financial Group, LLC5,360$211.9K0.18%
Lowe Brockenbrough & Co Inc5,350$211.5K0.01%
Fortem Financial Group, LLC5,329$210.6K0.08%
Charter Trust Co5,322$210.4K0.01%
Kovitz Investment Group Partners, LLC5,276$208.5K0.00%
EWG Elevate Inc.5,270$208.3K0.08%
Sowell Financial Services LLC5,247$207.4K0.01%
Ledgewood Wealth Advisors, LLC5,206$205.8K0.13%
Stock Yards Bank & Trust Co5,205$205.8K0.01%
Univest Financial Corp5,179$204.7K0.01%
Stanley-Laman Group, Ltd.5,128$202.7K0.03%
Equitable Holdings, Inc.5,105$201.8K0.00%
Siemens Fonds Invest GmbH2,987$118.1K0.01%
Vega Investment Solutions2,312$91.4K0.02%
Alpine Bank Wealth Management2,082$82.3K0.01%
POM Investment Strategies, LLC1,843$72.9K0.09%
CX Institutional1,062$42.0K0.00%
American National Bank882$34.9K0.00%
Valley National Advisers Inc850$33.0K0.01%
Headlands Technologies LLC777$30.7K0.00%
PEAK6 LLC748$29.6K0.00%
Rise Advisors, LLC480$19.0K0.01%
Banque Cantonale Vaudoise442$17.0K0.00%
Global X Japan Co., Ltd.400$15.8K0.00%
Aster Capital Management (DIFC) Ltd390$14.8K0.00%
Smallwood Wealth Investment Management, LLC334$13.2K0.01%
Boston Private Wealth LLC326$12.9K0.00%
Hantz Financial Services, Inc.262$10.0K0.00%
Trust Co200$7.91K0.00%
Kiker Wealth Management, LLC175$6.92K0.00%
Quest Partners LLC152$6.01K0.00%
Ameriflex Group, Inc.126$4.98K0.00%
Saudi Central Bank103$4.07K0.02%
WealthCollab, LLC92$3.64K0.00%
Caldwell Sutter Capital, Inc.85$3.36K0.00%
South State Corp.75$2.96K0.00%
Clearstead Advisors, LLC65$2.57K0.00%
Halbert Hargrove Global Advisors, LLC60$2.37K0.00%

Sold out (46)

Institutions that held Essential Utilities, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WTRG in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
T. Rowe Price Investment Management, Inc.802,660$29.2M
Natixis134,839$4.90M
Magnetar Financial LLC74,894$2.72M
Susquehanna Fundamental Investments, LLC66,216$2.40M
Krilogy Financial LLC45,969$1.67M
USS Investment Management Ltd34,900$1.27M
Jmac Enterprises LLC28,357$1.03M
Elo Mutual Pension Insurance Co20,672$750.8K
Ossiam15,993$580.9K
Atria Wealth Solutions, Inc.13,864$503.5K
Northcape Wealth Management, LLC13,451$488.5K
Fieldview Capital Management, LLC10,727$389.6K
Code Waechter LLC10,089$366.4K
Bleakley Financial Group, LLC10,006$363.4K
Longfellow Investment Management Co LLC9,767$354.7K
Edgestream Partners, L.P.9,744$353.9K
Welch & Forbes LLC8,854$321.6K
Caisse des Depots Et Consignations8,551$310.6K
Machina Capital S.A.S.8,307$301.7K
Congress Wealth Management LLC8,020$291.3K
Fulton Bank, N.A.7,931$288.1K
Capstone Investment Advisors, LLC7,625$276.9K
Aigen Investment Management, LP6,781$246.3K
Virtu Financial LLC6,736$245.0K
Custom Index Systems, LLC6,196$225.0K
Rafferty Asset Management, LLC5,770$209.6K
State of Wyoming5,030$182.7K
Bartlett & Co. Wealth Management LLC1,500$54.5K
Lindbrook Capital, LLC909$33.0K
Caitong International Asset Management Co., Ltd771$28.0K
Proequities, Inc.818$27.5K
Coppell Advisory Solutions LLC518$18.8K
Wingate Wealth Advisors, Inc.482$17.5K
GeoWealth Management, LLC406$14.7K
Catalyst Capital Advisors LLC397$14.4K
Castleview Partners, LLC373$13.4K
Van Hulzen Asset Management, LLC300$10.9K
Transcendent Capital Group LLC243$8.83K
Venturi Wealth Management, LLC141$5.12K
LGT Financial Advisors LLC138$5.01K
Lee Danner & Bass Inc115$4.18K
Lowe Wealth Advisors, LLC77$2.80K
Ridgewood Investments LLC63$2.29K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$944
Capital A Wealth Management, LLC2$73
Activest Wealth Management1$36

Not filed for Q1 2025 yet (12)

Institutions that held Essential Utilities, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC595,235$21.6M
Swedbank AB295,451$10.7M
Wills Financial Group, Inc.156,788$5.69M
TrinityPoint Wealth, LLC10,963$398.2K
Vise Technologies, Inc.7,652$277.9K
Natixis Investment Managers International3,409$123.8K
Global Retirement Partners, LLC2,887$104.9K
Cassady Schiller Wealth Management, LLC625$22.7K
Hilltop National Bank325$11.8K
WR Wealth Planners, LLC50$1.82K
Financial Gravity Companies, Inc.48$1.74K
RE Dickinson Investment Advisors, LLC5$200