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 3 季 13F 持有人
Essential Utilities, Inc. 在 2021/9/30 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
- 597
- 較 2021 年第 2 季 +14 家
- 持有股數
- 1.73 億
- 較 2021 年第 2 季 +308.5 萬 (+1.8%)
- 總市值
- $79.6 億
- 較 2021 年第 2 季 +$2.06 億 (+2.7%)
- 新進機構
- 56
- 另有 195 家加碼
- 清倉機構
- 42
- 另有 181 家減碼
另有 6 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Pacific Financial | 13,560 | $62.5 萬 | 0.33% | +555+4.3% | 加碼 |
| Oppenheimer & Co Inc | 13,712 | $63.2 萬 | 0.01% | +6,821+99.0% | 加碼 |
| Manchester Capital Management LLC | 13,833 | $63.7 萬 | 0.09% | −9,984−41.9% | 減碼 |
| Welch & Forbes LLC | 14,187 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 14,319 | $66.0 萬 | 0.37% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 14,330 | $66.0 萬 | 0.05% | +1,406+10.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 14,326 | $66.0 萬 | 0.00% | +14,326 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,601 | $67.2 萬 | 0.02% | −234−1.6% | 減碼 |
| Marshall Wace, LLP | 14,651 | $67.5 萬 | 0.00% | +14,651 | 新進 |
| Good Life Advisors, LLC | 14,867 | $68.5 萬 | 0.09% | +2,565+20.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 14,995 | $69.1 萬 | 0.03% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 15,031 | $69.3 萬 | 0.63% | −1,579−9.5% | 減碼 |
| United Capital Financial Advisers, LLC | 15,108 | $69.6 萬 | 0.00% | −853−5.3% | 減碼 |
| Kestra Advisory Services, LLC | 15,106 | $69.6 萬 | 0.01% | +5,387+55.4% | 加碼 |
| Advisory Services Network, LLC | 15,490 | $71.4 萬 | 0.02% | +173+1.1% | 加碼 |
| Clean Yield Group | 15,726 | $72.5 萬 | 0.26% | 00.0% | 不變 |
| Eaton Vance Management | 17,544 | $72.8 萬 | 0.00% | +1,618+10.2% | 加碼 |
| Philadelphia Trust Co | 16,145 | $74.4 萬 | 0.05% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 16,214 | $74.7 萬 | 0.27% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 16,541 | $76.2 萬 | 0.02% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 16,742 | $77.1 萬 | 0.02% | +16,742 | 新進 |
| Cordasco Financial Network | 17,071 | $78.7 萬 | 0.54% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 17,311 | $79.8 萬 | 0.02% | −295−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 17,068 | $80.1 萬 | 0.02% | 00.0% | 不變 |
| Quadrature Capital Ltd | 17,384 | $80.1 萬 | 0.03% | +17,384 | 新進 |
| Loudon Investment Management, LLC | 17,463 | $80.5 萬 | 0.57% | −589−3.3% | 減碼 |
| Costello Asset Management, INC | 17,516 | $80.7 萬 | 0.52% | +200+1.2% | 加碼 |
| Westpac Banking Corp | 17,600 | $81.1 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 17,613 | $81.2 萬 | 0.02% | +10+0.1% | 加碼 |
| Taylor Hoffman Wealth Management | 17,845 | $82.5 萬 | 0.35% | −100−0.6% | 減碼 |
| Smithfield Trust Co | 17,901 | $82.6 萬 | 0.05% | 00.0% | 不變 |
| Jefferies Group LLC | 18,000 | $82.9 萬 | 0.02% | +18,000 | 新進 |
| Verition Fund Management LLC | 18,142 | $83.6 萬 | 0.01% | +7,069+63.8% | 加碼 |
| Pathstone Family Office, LLC | 18,235 | $84.0 萬 | 0.02% | +7,472+69.4% | 加碼 |
| Profund Advisors LLC | 18,329 | $84.5 萬 | 0.03% | −1,936−9.6% | 減碼 |
| Rockland Trust Co | 18,480 | $85.2 萬 | 0.06% | −7,333−28.4% | 減碼 |
| Glen Eagle Advisors, LLC | 18,675 | $86.1 萬 | 0.25% | +2,965+18.9% | 加碼 |
| Csenge Advisory Group | 18,760 | $86.8 萬 | 0.07% | +11,775+168.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $88.2 萬 | 0.13% | −1,500−7.3% | 減碼 |
| Daiwa Securities Group Inc. | 19,163 | $88.3 萬 | 0.01% | +8,385+77.8% | 加碼 |
| Prudential PLC | 19,755 | $91.0 萬 | 0.01% | −3,047−13.4% | 減碼 |
| AE Wealth Management LLC | 19,901 | $91.7 萬 | 0.01% | +717+3.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 19,976 | $92.0 萬 | 0.06% | −260−1.3% | 減碼 |
| Securian Asset Management, Inc | 20,056 | $92.4 萬 | 0.02% | −488−2.4% | 減碼 |
| Tower Bridge Advisors | 20,096 | $92.6 萬 | 0.06% | −116−0.6% | 減碼 |
| Fiduciary Trust Co | 20,186 | $93.0 萬 | 0.02% | −1,893−8.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $94.3 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 20,489 | $94.4 萬 | 0.02% | +202+1.0% | 加碼 |
| Miller Howard Investments Inc | 20,564 | $94.8 萬 | 0.04% | −58−0.3% | 減碼 |
| Americana Partners, LLC | 20,600 | $94.9 萬 | 0.23% | +20,600 | 新進 |
| Bernardo Wealth Planning LLC | 20,892 | $96.2 萬 | 0.56% | −224−1.1% | 減碼 |
| Shell Asset Management Co | 20,990 | $96.7 萬 | 0.02% | −1,048−4.8% | 減碼 |
| Ingalls & Snyder LLC | 21,194 | $97.7 萬 | 0.05% | −462−2.1% | 減碼 |
| Cozad Asset Management Inc | 21,524 | $99.2 萬 | 0.15% | −371−1.7% | 減碼 |
| Quantbot Technologies LP | 21,719 | $100.0 萬 | 0.07% | +21,719 | 新進 |
| Hoylecohen, LLC | 21,785 | $100.4 萬 | 0.10% | −3,000−12.1% | 減碼 |
| Virtue Capital Management, LLC | 22,054 | $101.6 萬 | 0.18% | +4,554+26.0% | 加碼 |
| Natixis Advisors, L.P. | 22,131 | $102.0 萬 | 0.00% | +850+4.0% | 加碼 |
| Whittier Trust Co | 22,508 | $103.7 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 22,637 | $104.3 萬 | 0.02% | +1,806+8.7% | 加碼 |
| Liberty One Investment Management, LLC | 22,715 | $104.7 萬 | 0.18% | +358+1.6% | 加碼 |
| Cetera Advisor Networks LLC | 22,784 | $105.0 萬 | 0.01% | +5,134+29.1% | 加碼 |
| Pacer Advisors, Inc. | 22,964 | $105.8 萬 | 0.01% | −11,624−33.6% | 減碼 |
| Man Group plc | 23,077 | $106.3 萬 | 0.00% | −1,321−5.4% | 減碼 |
| Toth Financial Advisory Corp | 23,327 | $107.5 萬 | 0.16% | −330−1.4% | 減碼 |
| TD Asset Management Inc | 23,472 | $108.2 萬 | 0.00% | −300−1.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 23,172 | $109.0 萬 | 0.02% | +23,172 | 新進 |
| Rothschild Investment Corp | 23,705 | $109.2 萬 | 0.09% | 00.0% | 不變 |
| Mirova | 23,722 | $109.3 萬 | 0.14% | +2,128+9.9% | 加碼 |
| US Bancorp | 23,793 | $109.6 萬 | 0.00% | −1,392−5.5% | 減碼 |
| Standard Life Aberdeen plc | 23,958 | $112.2 萬 | 0.00% | +8,589+55.9% | 加碼 |
| Financial Architects, Inc | 24,486 | $112.8 萬 | 0.16% | −127−0.5% | 減碼 |
| First Business Financial Services, Inc. | 24,617 | $113.4 萬 | 0.13% | +542+2.3% | 加碼 |
| Nissay Asset Management Corp | 25,078 | $115.6 萬 | 0.01% | +827+3.4% | 加碼 |
| Xponance, Inc. | 25,447 | $117.3 萬 | 0.02% | −1,000−3.8% | 減碼 |
| Rockefeller Capital Management L.P. | 25,569 | $117.8 萬 | 0.01% | +10,857+73.8% | 加碼 |
| Blackhill Capital Inc | 26,041 | $120.0 萬 | 0.10% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 26,470 | $121.9 萬 | 0.18% | +134+0.5% | 加碼 |
| Rodgers Brothers Inc. | 26,663 | $122.9 萬 | 0.25% | −1,250−4.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $124.4 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 27,142 | $125.9 萬 | 0.00% | −605−2.2% | 減碼 |
| CoreCommodity Management, LLC | 27,570 | $127.0 萬 | 0.36% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 27,560 | $127.0 萬 | 0.15% | +20,240+276.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,626 | $127.3 萬 | 0.05% | +351+1.3% | 加碼 |
| Holocene Advisors, LP | 28,202 | $130.0 萬 | 0.01% | +28,202 | 新進 |
| ELCO Management Co., LLC | 29,359 | $135.3 萬 | 1.04% | +3,188+12.2% | 加碼 |
| D.A. Davidson & Co. | 30,982 | $142.8 萬 | 0.02% | +1,010+3.4% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $145.1 萬 | 0.90% | 00.0% | 不變 |
| Optimal Asset Management, Inc. | 31,965 | $147.3 萬 | 0.18% | +100.0% | 加碼 |
| IFM Investors Pty Ltd | 32,006 | $147.5 萬 | 0.03% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 32,216 | $148.5 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 32,284 | $148.8 萬 | 0.06% | 00.0% | 不變 |
| Continuum Advisory, LLC | 32,379 | $149.2 萬 | 0.40% | 00.0% | 不變 |
| Toronto Dominion Bank | 32,957 | $151.9 萬 | 0.00% | +1,504+4.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 33,342 | $153.6 萬 | 0.02% | −56,600−62.9% | 減碼 |
| Mercer Global Advisors Inc | 33,680 | $155.2 萬 | 0.01% | −2,005−5.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 33,728 | $155.4 萬 | 0.46% | −2,376−6.6% | 減碼 |
| State of Alaska, Department of Revenue | 34,323 | $158.1 萬 | 0.02% | −422−1.2% | 減碼 |
| Modera Wealth Management, LLC | 34,780 | $160.3 萬 | 0.08% | +1,000+3.0% | 加碼 |
| Glenmede Trust Co NA | 35,040 | $161.3 萬 | 0.01% | +3,816+12.2% | 加碼 |