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 2025 vs. Q1 2025

How the institutions holding Essential Utilities, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WTRG: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders6778683+14
Shares222.4M2.54M220.6M+739.7K (+0.3%)
Value$8.79B$100.3M$8.20B−$492.9M (−5.7%)

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Essential Utilities, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WTRG in Q2 2025
InstitutionSharesValue% of portfolio
Ghisallo Capital Management LLC642,030$23.8M0.64%
Beck Bode, LLC486,990$18.1M3.06%
Weiss Asset Management LP434,672$16.1M0.26%
Adage Capital Partners GP, L.L.C.425,000$15.8M0.03%
Swedbank AB372,231$13.8M0.02%
Cubist Systematic Strategies, LLC275,624$10.2M0.11%
Tudor Investment Corp Et Al229,143$8.51M0.06%
Susquehanna Portfolio Strategies, LLC226,125$8.40M0.18%
Zimmer Partners, LP175,000$6.50M0.15%
Renaissance Technologies LLC132,469$4.92M0.01%
BTG Pactual Asset Management US LLC99,486$3.69M0.50%
Glenmede Investment Management, LP94,966$3.53M0.02%
Agf Management Ltd78,564$2.92M0.01%
Natixis59,240$2.20M0.01%
Yaupon Capital Management LP50,000$1.86M0.12%
Polymer Capital Management (US) LLC48,940$1.82M0.30%
Man Group plc35,999$1.34M0.00%
Y-Intercept (Hong Kong) Ltd34,514$1.28M0.03%
Oxford Asset Management LLP33,680$1.25M0.41%
Wexford Capital LP33,564$1.25M0.35%
Elo Mutual Pension Insurance Co30,380$1.13M0.02%
Two Sigma Investments, LP27,255$1.01M0.00%
Vise Technologies, Inc.25,802$958.3K0.04%
Brevan Howard Capital Management LP24,843$922.7K0.01%
Jain Global LLC24,612$914.1K0.01%
D. E. Shaw & Co., Inc.23,421$869.9K0.00%
EntryPoint Capital, LLC21,126$784.6K0.39%
Atria Investments LLC19,350$718.7K0.01%
Inspire Advisors, LLC17,430$647.3K0.07%
Toroso Investments, LLC16,361$607.6K0.00%
Westerkirk Capital Inc.15,900$590.5K0.07%
Envestnet Portfolio Solutions, Inc.14,336$532.4K0.00%
111 Capital13,984$519.4K0.09%
Metis Global Partners, LLC12,932$480.3K0.01%
First Citizens Bank & Trust Co12,749$473.5K0.01%
Quaker Wealth Management, LLC12,259$455.3K0.15%
Sciencast Management LP11,349$421.5K0.09%
Gsa Capital Partners LLP10,981$408.0K0.03%
Coastal Bridge Advisors, LLC10,965$407.3K0.03%
Two Sigma Advisers, LP10,600$393.7K0.00%
Exencial Wealth Advisors, LLC9,901$367.7K0.01%
Alan B. Lancz & Associates, Inc.9,684$359.7K0.36%
DRW Securities, LLC9,229$344.7K0.02%
Groupe la Francaise9,167$340.1K0.01%
Congress Wealth Management LLC8,671$322.1K0.00%
Frank, Rimerman Advisors LLC8,244$306.2K0.02%
Marex Group plc6,960$258.5K0.00%
Wiley Bros.-Aintree Capital, LLC6,630$247.2K0.00%
STRS Ohio6,588$244.7K0.00%
PharVision Advisers, LLC6,535$242.7K0.35%
Modern Wealth Management, LLC6,291$233.6K0.01%
Summit Trail Advisors, LLC6,222$231.1K0.00%
PAX Financial Group, LLC5,946$220.8K0.04%
Stratos Wealth Partners, LTD.5,644$209.6K0.00%
David Loasby5,300$202.4K0.02%
Group One Trading, L.P.4,016$149.2K0.00%
Global Retirement Partners, LLC3,127$116.2K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,000$74.3K0.02%
Kennebec Savings Bank848$31.5K0.03%
Caldwell Trust Co400$14.9K0.00%
Twin Peaks Wealth Advisors, LLC337$13.1K0.00%
Trust Co of Toledo NA350$13.0K0.00%
Hilltop National Bank325$12.1K0.00%
Caitong International Asset Management Co., Ltd287$10.7K0.01%
Anfield Capital Management, LLC240$8.91K0.00%
Westside Investment Management, Inc.227$8.55K0.00%
Ameritas Advisory Services, LLC208$7.71K0.00%
Bare Financial Services, Inc96$3.56K0.00%
Essential Partners LLC83$3.08K0.00%
Mount Yale Investment Advisors, LLC71$2.64K0.00%
Fortitude Family Office, LLC67$2.49K0.00%
Atlantic Union Bankshares Corp58$2.15K0.00%
Trifecta Capital Advisors, LLC47$1.75K0.00%
Bogart Wealth, LLC41$1.53K0.00%
Stone House Investment Management, LLC12$4460.00%
Financial Gravity Companies, Inc.10$3710.00%
North Star Investment Management Corp.4$1490.00%
LGT Financial Advisors LLC4$1490.00%
Avion Wealth13$00.00%

Sold out (65)

Institutions that held Essential Utilities, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WTRG in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Cohen & Steers, Inc.1,485,550$58.7M
Corebridge Financial, Inc.279,048$11.0M
Lombard Odier Asset Management (USA) Corp86,879$3.43M
Marshall Wace, LLP68,342$2.70M
Connor, Clark & Lunn Investment Management Ltd.67,219$2.66M
Ilex Capital Partners (UK) LLP37,177$1.47M
Fox Run Management, L.L.C.27,386$1.08M
Schroder Investment Management Group22,946$901.5K
Qsemble Capital Management, LP18,974$750.0K
United Services Automobile Association16,409$644.7K
Allstate Corp16,111$636.9K
Illinois Municipal Retirement Fund12,828$507.1K
Occudo Quantitative Strategies LP11,524$452.8K
HB Wealth Management, LLC11,303$446.8K
Pacer Advisors, Inc.11,240$444.3K
Voloridge Investment Management, LLC10,652$421.1K
Penserra Capital Management LLC9,961$393.0K
Advisory Services Network, LLC8,594$339.7K
Quantbot Technologies LP8,513$336.5K
Evergreen Capital Management LLC8,016$316.9K
Cresset Asset Management, LLC7,862$310.8K
Jump Financial, LLC7,612$300.9K
Banco Bilbao Vizcaya Argentaria, S.A.6,673$262.8K
Walleye Capital LLC6,517$257.6K
MONECO Advisors, LLC6,267$247.7K
TownSquare Capital, LLC6,195$244.9K
YHB Investment Advisors, Inc.6,185$244.5K
Virtue Capital Management, LLC6,039$238.8K
Freestone Grove Partners LP5,811$229.7K
Chicago Partners Investment Group LLC5,599$229.6K
Profund Advisors LLC5,468$216.2K
ICW Investment Advisors LLC5,430$214.6K
Integrated Wealth Concepts LLC5,409$213.8K
Certior Financial Group, LLC5,360$211.9K
Lowe Brockenbrough & Co Inc5,350$211.5K
Fortem Financial Group, LLC5,329$210.6K
Charter Trust Co5,322$210.4K
Kovitz Investment Group Partners, LLC5,276$208.5K
Ledgewood Wealth Advisors, LLC5,206$205.8K
Stock Yards Bank & Trust Co5,205$205.8K
Univest Financial Corp5,179$204.7K
Coldstream Capital Management Inc4,487$177.4K
Spire Wealth Management3,075$121.6K
POM Investment Strategies, LLC1,843$72.9K
Stonebridge Financial Group, LLC1,665$65.8K
Old Second National Bank of Aurora1,600$63.2K
Washington Trust Co1,250$49.4K
Riverview Trust Co1,154$45.6K
Quent Capital, LLC1,030$40.7K
American National Bank882$34.9K
PEAK6 LLC748$29.6K
Boston Private Wealth LLC326$12.9K
Hexagon Capital Partners LLC160$6.33K
Quest Partners LLC152$6.01K
TCTC Holdings, LLC140$5.53K
Saudi Central Bank103$4.07K
Carolinas Wealth Consulting LLC69$2.73K
Halbert Hargrove Global Advisors, LLC60$2.37K
Synergy Investment Management, LLC50$1.98K
Plato Investment Management Ltd46$1.84K
Hallmark Capital Management Inc33$1.30K
Global Financial Private Client, LLC30$1.19K
Mather Group, LLC.27$1.07K
Highline Wealth Partners LLC20$791
High Note Wealth, LLC3$119

Not filed for Q2 2025 yet (8)

Institutions that held Essential Utilities, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Maple-Brown Abbott Ltd2,384,087$94.3M
Glenmede Trust Co NA99,429$3.93M
Credit Agricole S A30,829$1.22M
Marcum Wealth, LLC8,734$345.3K
Rakuten Investment Management, Inc.7,198$282.8K
CAPROCK Group, Inc.6,657$263.2K
Sandy Spring Bank58$2.29K
Sofos Investments, Inc.18$712