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 2025 vs. Q2 2025
How the institutions holding Essential Utilities, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 683 | 12 | 679 | +8 |
| Shares | 220.6M | 2.99M | 227.6M | +9.93M (+4.6%) |
| Value | $8.20B | $111.1M | $9.07B | +$982.3M (+12.1%) |
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (86)
Institutions that held Essential Utilities, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
Sold out (78)
Institutions that held Essential Utilities, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (12)
Institutions that held Essential Utilities, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Norges Bank | 2,755,714 | $102.3M |
| Avantax Advisory Services, Inc. | 164,675 | $6.12M |
| TFG Advisers LLC | 28,182 | $1.05M |
| Capital Market Strategies LLC | 12,100 | $449.4K |
| CIBC World Markets Corp | 10,900 | $404.8K |
| Congress Wealth Management LLC | 8,671 | $322.1K |
| EP Wealth Advisors, LLC | 8,492 | $315.4K |
| Vega Investment Solutions | 1,150 | $42.7K |
| First Horizon Advisors, Inc. | 273 | $10.1K |
| Montag & Caldwell, LLC | 250 | $9.29K |
| Parkworth Wealth Management, Inc. | 13 | $483 |
| Financial Gravity Companies, Inc. | 10 | $371 |