Essential Utilities, Inc.
WTRG- 交易所
- NYSE
- 產業
- Water Supply
- SEC CIK
- 0000078128
近 90 天,Essential Utilities, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 702 家機構在 13F 申報持有,市值合計 $85.8 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Essential Utilities, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 589
- 較 2021 年第 1 季 −6 家
- 持有股數
- 1.74 億
- 較 2021 年第 1 季 +375.8 萬 (+2.2%)
- 總市值
- $79.6 億
- 較 2021 年第 1 季 +$3.30 億 (+4.3%)
- 新進機構
- 56
- 另有 190 家加碼
- 清倉機構
- 62
- 另有 176 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WTRG 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 702 | $85.8 億 |
| 2026 年第 1 季 | 698 | $87.2 億 |
| 2025 年第 4 季 | 695 | $86.6 億 |
| 2025 年第 3 季 | 679 | $90.7 億 |
| 2025 年第 2 季 | 683 | $82.0 億 |
| 2025 年第 1 季 | 677 | $87.9 億 |
| 2024 年第 4 季 | 622 | $79.0 億 |
| 2024 年第 3 季 | 629 | $80.9 億 |
| 2024 年第 2 季 | 601 | $80.1 億 |
| 2024 年第 1 季 | 592 | $79.0 億 |
| 2023 年第 4 季 | 623 | $76.3 億 |
| 2023 年第 3 季 | 584 | $68.5 億 |
| 2023 年第 2 季 | 626 | $76.3 億 |
| 2023 年第 1 季 | 650 | $83.3 億 |
| 2022 年第 4 季 | 657 | $92.1 億 |
| 2022 年第 3 季 | 637 | $78.2 億 |
| 2022 年第 2 季 | 636 | $85.5 億 |
| 2022 年第 1 季 | 642 | $91.9 億 |
| 2021 年第 4 季 | 648 | $94.4 億 |
| 2021 年第 3 季 | 597 | $79.6 億 |
| 2021 年第 2 季 | 589 | $79.6 億 |
| 2021 年第 1 季 | 598 | $77.4 億 |
2021 年第 2 季持有機構
每家機構持有 Essential Utilities, Inc. 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 14,712 | $67.1 萬 | 0.00% | −55,002−78.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,835 | $67.7 萬 | 0.02% | +3,342+29.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 14,995 | $68.6 萬 | 0.03% | 00.0% | 不變 |
| HRT Financial LP | 15,282 | $69.8 萬 | 0.01% | −15,443−50.3% | 減碼 |
| Advisory Services Network, LLC | 15,317 | $70.0 萬 | 0.02% | +198+1.3% | 加碼 |
| Standard Life Aberdeen plc | 15,369 | $70.2 萬 | 0.00% | −3,806−19.8% | 減碼 |
| Key Financial Inc | 14,319 | $70.3 萬 | 0.39% | −122−0.8% | 減碼 |
| Aviva PLC | 15,493 | $70.8 萬 | 0.00% | +15,493 | 新進 |
| Point72 Hong Kong Ltd | 15,586 | $71.2 萬 | 0.05% | +15,586 | 新進 |
| Glen Eagle Advisors, LLC | 15,710 | $71.8 萬 | 0.22% | +735+4.9% | 加碼 |
| Clean Yield Group | 15,726 | $71.9 萬 | 0.27% | 00.0% | 不變 |
| Eaton Vance Management | 15,926 | $72.8 萬 | 0.00% | −2,004−11.2% | 減碼 |
| Paloma Partners Management Co | 15,951 | $72.9 萬 | 0.02% | −6,134−27.8% | 減碼 |
| United Capital Financial Advisers, LLC | 15,961 | $72.9 萬 | 0.00% | +1,357+9.3% | 加碼 |
| Schroder Investment Management Group | 16,044 | $73.3 萬 | 0.00% | −1,033−6.0% | 減碼 |
| Philadelphia Trust Co | 16,145 | $73.8 萬 | 0.05% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 16,214 | $74.1 萬 | 0.26% | −450−2.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 16,541 | $75.6 萬 | 0.03% | −269−1.6% | 減碼 |
| Squarepoint Ops LLC | 16,575 | $75.7 萬 | 0.01% | −9,438−36.3% | 減碼 |
| Mitchell Sinkler & Starr | 16,610 | $75.9 萬 | 0.69% | −324−1.9% | 減碼 |
| Cordasco Financial Network | 17,071 | $78.0 萬 | 0.54% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 17,134 | $78.2 萬 | 0.01% | +16,052+1,483.5% | 加碼 |
| Costello Asset Management, INC | 17,316 | $79.1 萬 | 0.52% | −1,542−8.2% | 減碼 |
| Virtue Capital Management, LLC | 17,500 | $80.0 萬 | 0.16% | +4,564+35.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,603 | $80.4 萬 | 0.02% | −147−0.8% | 減碼 |
| Westpac Banking Corp | 17,600 | $80.4 萬 | 0.01% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 17,606 | $80.5 萬 | 0.02% | +805+4.8% | 加碼 |
| Cetera Advisor Networks LLC | 17,650 | $80.7 萬 | 0.01% | +3,763+27.1% | 加碼 |
| Maryland State Retirement & Pension System | 17,068 | $81.0 萬 | 0.03% | 00.0% | 不變 |
| Smithfield Trust Co | 17,901 | $81.8 萬 | 0.05% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 17,945 | $82.0 萬 | 0.35% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 18,052 | $82.5 萬 | 0.56% | 00.0% | 不變 |
| AE Wealth Management LLC | 19,184 | $87.7 萬 | 0.01% | +710+3.8% | 加碼 |
| Tower Bridge Advisors | 20,212 | $92.4 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 20,236 | $92.5 萬 | 0.06% | +40.0% | 加碼 |
| Profund Advisors LLC | 20,265 | $92.6 萬 | 0.03% | −423−2.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 20,287 | $92.7 萬 | 0.02% | −2,546−11.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $93.5 萬 | 0.02% | 00.0% | 不變 |
| Securian Asset Management, Inc | 20,544 | $93.9 萬 | 0.02% | −513−2.4% | 減碼 |
| Miller Howard Investments Inc | 20,622 | $94.2 萬 | 0.04% | +214+1.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 20,645 | $94.3 萬 | 0.14% | −450−2.1% | 減碼 |
| Cetera Investment Advisers | 20,831 | $95.2 萬 | 0.02% | +239+1.2% | 加碼 |
| Bernardo Wealth Planning LLC | 21,116 | $96.5 萬 | 0.58% | −2,047−8.8% | 減碼 |
| Natixis Advisors, L.P. | 21,281 | $97.3 萬 | 0.00% | +5,072+31.3% | 加碼 |
| Mirova | 21,594 | $98.6 萬 | 0.12% | +740+3.5% | 加碼 |
| Ingalls & Snyder LLC | 21,656 | $99.0 萬 | 0.04% | 00.0% | 不變 |
| Cozad Asset Management Inc | 21,895 | $100.1 萬 | 0.16% | −419−1.9% | 減碼 |
| Teza Capital Management LLC | 21,932 | $100.2 萬 | 0.16% | +21,932 | 新進 |
| Shell Asset Management Co | 22,038 | $100.7 萬 | 0.02% | −16,717−43.1% | 減碼 |
| Fiduciary Trust Co | 22,079 | $100.9 萬 | 0.02% | +925+4.4% | 加碼 |
| Liberty One Investment Management, LLC | 22,357 | $102.2 萬 | 0.17% | +1,220+5.8% | 加碼 |
| Whittier Trust Co | 22,508 | $102.9 萬 | 0.02% | 00.0% | 不變 |
| Spinnaker Trust | 22,754 | $104.0 萬 | 0.07% | +22,754 | 新進 |
| Prudential PLC | 22,802 | $104.2 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 23,657 | $108.1 萬 | 0.17% | +1,420+6.4% | 加碼 |
| Rothschild Investment Corp | 23,705 | $108.3 萬 | 0.09% | 00.0% | 不變 |
| Manchester Capital Management LLC | 23,817 | $108.8 萬 | 0.15% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 24,075 | $110.0 萬 | 0.13% | +3,393+16.4% | 加碼 |
| Nissay Asset Management Corp | 24,251 | $110.8 萬 | 0.01% | +136+0.6% | 加碼 |
| Man Group plc | 24,398 | $111.5 萬 | 0.00% | +1,187+5.1% | 加碼 |
| Financial Architects, Inc | 24,613 | $112.5 萬 | 0.16% | −24−0.1% | 減碼 |
| Hoylecohen, LLC | 24,785 | $113.3 萬 | 0.11% | −1,100−4.2% | 減碼 |
| US Bancorp | 25,185 | $115.1 萬 | 0.00% | +1,460+6.2% | 加碼 |
| TD Asset Management Inc | 23,772 | $116.8 萬 | 0.00% | −13,078−35.5% | 減碼 |
| Rockland Trust Co | 25,813 | $118.0 萬 | 0.08% | −250,363−90.7% | 減碼 |
| Blackhill Capital Inc | 26,041 | $119.0 萬 | 0.11% | 00.0% | 不變 |
| ELCO Management Co., LLC | 26,171 | $119.6 萬 | 0.89% | −10,464−28.6% | 減碼 |
| Blueshift Asset Management, LLC | 26,248 | $120.0 萬 | 0.07% | +26,248 | 新進 |
| Arkadios Wealth Advisors | 26,336 | $120.3 萬 | 0.15% | +4,503+20.6% | 加碼 |
| Xponance, Inc. | 26,447 | $120.9 萬 | 0.02% | +3,059+13.1% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 26,624 | $121.7 萬 | 0.02% | +672+2.6% | 加碼 |
| Mariner, LLC | 26,818 | $122.6 萬 | 0.01% | −2,043−7.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $123.4 萬 | 0.01% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 27,275 | $124.6 萬 | 0.05% | +10.0% | 加碼 |
| CoreCommodity Management, LLC | 27,570 | $126.0 萬 | 0.39% | +11,923+76.2% | 加碼 |
| Prudential Financial Inc | 27,747 | $126.8 萬 | 0.00% | −9,300−25.1% | 減碼 |
| Rodgers Brothers Inc. | 27,913 | $127.6 萬 | 0.24% | −250−0.9% | 減碼 |
| Susquehanna International Group, LLP | 28,309 | $129.4 萬 | 0.00% | +10,720+60.9% | 加碼 |
| TownSquare Capital, LLC | 28,285 | $134.3 萬 | 0.04% | +348+1.2% | 加碼 |
| D.A. Davidson & Co. | 29,972 | $137.0 萬 | 0.02% | +2,365+8.6% | 加碼 |
| Jane Street Group, LLC | 30,958 | $141.5 萬 | 0.00% | −2,948−8.7% | 減碼 |
| USS Investment Management Ltd | 31,012 | $141.7 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 31,224 | $142.6 萬 | 0.01% | −2,096−6.3% | 減碼 |
| Toronto Dominion Bank | 31,453 | $143.7 萬 | 0.00% | −34−0.1% | 減碼 |
| Optimal Asset Management, Inc. | 31,955 | $146.0 萬 | 0.17% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 32,006 | $146.3 萬 | 0.03% | +7,329+29.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 32,216 | $147.2 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 32,284 | $147.6 萬 | 0.06% | 00.0% | 不變 |
| Continuum Advisory, LLC | 32,379 | $148.0 萬 | 0.46% | 00.0% | 不變 |
| DFPG Investments, LLC | 31,488 | $148.3 萬 | 0.56% | +2,920+10.2% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $149.3 萬 | 0.94% | +650+2.1% | 加碼 |
| Modera Wealth Management, LLC | 33,780 | $154.4 萬 | 0.08% | 00.0% | 不變 |
| Van Eck Associates Corp | 33,943 | $155.1 萬 | 0.00% | +488+1.5% | 加碼 |
| Haverford Trust Co | 34,408 | $157.2 萬 | 0.02% | +7,849+29.6% | 加碼 |
| Pacer Advisors, Inc. | 34,588 | $158.1 萬 | 0.02% | +10,778+45.3% | 加碼 |
| State of Alaska, Department of Revenue | 34,745 | $158.7 萬 | 0.02% | −226−0.6% | 減碼 |
| Mercer Global Advisors Inc | 35,685 | $163.1 萬 | 0.01% | +2,631+8.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 35,712 | $163.2 萬 | 0.01% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 36,104 | $165.0 萬 | 0.48% | −4,502−11.1% | 減碼 |
| Envestnet Asset Management Inc | 36,791 | $168.1 萬 | 0.00% | −7,210−16.4% | 減碼 |