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 4 季 13F 持有人
Essential Utilities, Inc. 在 2021/12/31 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
- 648
- 較 2021 年第 3 季 +58 家
- 持有股數
- 1.76 億
- 較 2021 年第 3 季 +320.9 萬 (+1.9%)
- 總市值
- $94.4 億
- 較 2021 年第 3 季 +$14.8 億 (+18.6%)
- 新進機構
- 104
- 另有 228 家加碼
- 清倉機構
- 46
- 另有 173 家減碼
另有 7 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 9,700 | $52.1 萬 | 0.17% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 9,772 | $52.3 萬 | 0.03% | −263−2.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,747 | $52.3 萬 | 0.06% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 9,831 | $52.8 萬 | 0.02% | +4,068+70.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,872 | $53.0 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 9,934 | $53.3 萬 | 0.03% | +11+0.1% | 加碼 |
| Keybank National Association | 9,942 | $53.4 萬 | 0.00% | −1,030−9.4% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $53.7 萬 | 0.23% | 00.0% | 不變 |
| American Century Companies Inc | 10,172 | $54.6 萬 | 0.00% | +1,762+21.0% | 加碼 |
| EagleClaw Capital Managment, LLC | 10,239 | $55.0 萬 | 0.12% | 00.0% | 不變 |
| CIBC Asset Management Inc | 10,324 | $55.4 萬 | 0.00% | +333+3.3% | 加碼 |
| Axxcess Wealth Management, LLC | 10,395 | $55.8 萬 | 0.04% | +10,395 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,418 | $55.9 萬 | 0.02% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $57.4 萬 | 0.00% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 10,767 | $57.8 萬 | 0.10% | +10.0% | 加碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,802 | $58.0 萬 | 0.19% | +10,802 | 新進 |
| Sigma Planning Corp | 10,846 | $58.2 萬 | 0.02% | −441−3.9% | 減碼 |
| ExodusPoint Capital Management, LP | 10,961 | $58.8 萬 | 0.01% | −49,562−81.9% | 減碼 |
| Aaron Wealth Advisors | 11,233 | $60.3 萬 | 0.17% | +405+3.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,266 | $60.5 萬 | 0.01% | +5,744+104.0% | 加碼 |
| Teza Capital Management LLC | 11,266 | $60.5 萬 | 0.16% | +11,266 | 新進 |
| Phoenix Holdings Ltd. | 11,451 | $61.1 萬 | 0.01% | −807−6.6% | 減碼 |
| Aigen Investment Management, LP | 12,059 | $61.3 萬 | 0.04% | +6,936+135.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,458 | $61.5 萬 | 0.15% | +11,458 | 新進 |
| Vestcor Inc | 11,571 | $62.1 萬 | 0.02% | +279+2.5% | 加碼 |
| O'Shares Investment Advisers, LLC | 11,624 | $62.4 萬 | 0.04% | +264+2.3% | 加碼 |
| Exchange Traded Concepts, LLC | 11,721 | $62.9 萬 | 0.01% | +213+1.9% | 加碼 |
| Shelton Capital Management | 11,853 | $63.6 萬 | 0.02% | −723−5.7% | 減碼 |
| Youngs Advisory Group, Inc. | 11,853 | $63.6 萬 | 0.40% | 00.0% | 不變 |
| Huntington National Bank | 12,057 | $64.7 萬 | 0.01% | +2,252+23.0% | 加碼 |
| Institute for Wealth Management, LLC. | 12,340 | $66.3 萬 | 0.11% | −200−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 12,570 | $67.5 萬 | 0.03% | 00.0% | 不變 |
| Spinnaker Trust | 12,563 | $67.5 萬 | 0.04% | 00.0% | 不變 |
| Nordea Investment Management AB | 12,758 | $68.4 萬 | 0.00% | +3,714+41.1% | 加碼 |
| Allianz Asset Management GmbH | 12,883 | $69.2 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 13,229 | $71.0 萬 | 0.08% | +1,030+8.4% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,266 | $71.2 萬 | 0.31% | 00.0% | 不變 |
| GWM Advisors LLC | 13,273 | $71.3 萬 | 0.01% | +13,273 | 新進 |
| Moors & Cabot, Inc. | 13,377 | $71.8 萬 | 0.04% | 00.0% | 不變 |
| Inverness Counsel LLC | 13,475 | $72.3 萬 | 0.03% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 18,582 | $73.8 萬 | 0.17% | +18,582 | 新進 |
| Oppenheimer & Co Inc | 13,812 | $74.2 萬 | 0.01% | +100+0.7% | 加碼 |
| Manchester Capital Management LLC | 13,833 | $74.3 萬 | 0.10% | 00.0% | 不變 |
| First Pacific Financial | 14,015 | $75.2 萬 | 0.36% | +455+3.4% | 加碼 |
| Welch & Forbes LLC | 14,187 | $76.2 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 14,319 | $76.9 萬 | 0.39% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 14,413 | $77.4 萬 | 0.64% | +14,413 | 新進 |
| Mitchell Sinkler & Starr | 14,438 | $77.5 萬 | 0.23% | −593−3.9% | 減碼 |
| Kestra Advisory Services, LLC | 14,458 | $77.6 萬 | 0.01% | −648−4.3% | 減碼 |
| United Capital Financial Advisers, LLC | 14,548 | $78.1 萬 | 0.00% | −560−3.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,557 | $78.1 萬 | 0.02% | −44−0.3% | 減碼 |
| Belpointe Asset Management LLC | 14,572 | $78.3 萬 | 0.05% | +242+1.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,810 | $79.5 萬 | 0.00% | +1,444+10.8% | 加碼 |
| Advisory Services Network, LLC | 14,889 | $79.9 萬 | 0.02% | −601−3.9% | 減碼 |
| Qube Research & Technologies Ltd | 14,947 | $80.3 萬 | 0.01% | +14,947 | 新進 |
| Whittier Trust Co of Nevada Inc | 14,995 | $80.4 萬 | 0.03% | 00.0% | 不變 |
| Good Life Advisors, LLC | 14,968 | $80.4 萬 | 0.10% | +101+0.7% | 加碼 |
| Sonen Capital LLC | 15,002 | $80.5 萬 | 0.78% | +15,002 | 新進 |
| Bridgewater Associates, LP | 15,107 | $81.1 萬 | 0.00% | +15,107 | 新進 |
| SG Americas Securities, LLC | 15,230 | $81.8 萬 | 0.01% | −60,348−79.8% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 16,990 | $82.0 萬 | 0.52% | +16,990 | 新進 |
| Sciencast Management LP | 15,759 | $84.0 萬 | 0.15% | +15,759 | 新進 |
| Clean Yield Group | 15,726 | $84.4 萬 | 0.28% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 15,951 | $85.6 萬 | 0.02% | −1,360−7.9% | 減碼 |
| JustInvest LLC | 15,984 | $85.8 萬 | 0.05% | +4,938+44.7% | 加碼 |
| Rockland Trust Co | 16,047 | $86.2 萬 | 0.05% | −2,433−13.2% | 減碼 |
| Philadelphia Trust Co | 16,195 | $87.0 萬 | 0.06% | +50+0.3% | 加碼 |
| O'Brien Greene & Co. Inc | 16,214 | $87.1 萬 | 0.29% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 16,663 | $89.5 萬 | 0.02% | −1,572−8.6% | 減碼 |
| Cordasco Financial Network | 16,853 | $90.5 萬 | 0.57% | −218−1.3% | 減碼 |
| Maryland State Retirement & Pension System | 17,068 | $91.6 萬 | 0.02% | 00.0% | 不變 |
| First Hawaiian Bank | 17,115 | $91.9 萬 | 0.03% | +17,115 | 新進 |
| Elo Mutual Pension Insurance Co | 17,355 | $93.2 萬 | 0.03% | +814+4.9% | 加碼 |
| Loudon Investment Management, LLC | 17,463 | $93.8 萬 | 0.60% | 00.0% | 不變 |
| Westpac Banking Corp | 17,600 | $94.5 萬 | 0.01% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 17,695 | $95.0 萬 | 0.36% | −150−0.8% | 減碼 |
| Eaton Vance Management | 17,689 | $95.0 萬 | 0.00% | +145+0.8% | 加碼 |
| Costello Asset Management, INC | 17,716 | $95.1 萬 | 0.58% | +200+1.1% | 加碼 |
| Smithfield Trust Co | 17,901 | $96.1 萬 | 0.06% | 00.0% | 不變 |
| Profund Advisors LLC | 18,514 | $99.4 萬 | 0.03% | +185+1.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 18,898 | $101.4 萬 | 0.00% | +18,898 | 新進 |
| Standard Life Aberdeen plc | 18,977 | $101.9 萬 | 0.00% | −4,981−20.8% | 減碼 |
| Shell Asset Management Co | 19,034 | $102.2 萬 | 0.02% | −1,956−9.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $102.8 萬 | 0.14% | 00.0% | 不變 |
| Prudential PLC | 19,221 | $103.2 萬 | 0.01% | −534−2.7% | 減碼 |
| Swiss Life Asset Management Ltd | 19,300 | $103.8 萬 | 0.01% | +13,069+209.7% | 加碼 |
| Daiwa Securities Group Inc. | 19,663 | $105.6 萬 | 0.01% | +500+2.6% | 加碼 |
| Fiduciary Trust Co | 19,861 | $106.6 萬 | 0.02% | −325−1.6% | 減碼 |
| Miller Howard Investments Inc | 20,035 | $107.6 萬 | 0.04% | −529−2.6% | 減碼 |
| Tower Bridge Advisors | 20,096 | $107.9 萬 | 0.07% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 20,139 | $108.1 萬 | 0.28% | +1,464+7.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $109.4 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 20,394 | $109.5 萬 | 0.00% | +8,567+72.4% | 加碼 |
| Securian Asset Management, Inc | 20,599 | $110.6 萬 | 0.02% | +543+2.7% | 加碼 |
| Prudential Financial Inc | 23,318 | $111.4 萬 | 0.00% | −3,824−14.1% | 減碼 |
| Bernardo Wealth Planning LLC | 20,893 | $112.1 萬 | 0.55% | +10.0% | 加碼 |
| Natixis Advisors, L.P. | 20,916 | $112.3 萬 | 0.00% | −1,215−5.5% | 減碼 |
| Hoylecohen, LLC | 21,085 | $113.2 萬 | 0.09% | −700−3.2% | 減碼 |
| Ingalls & Snyder LLC | 21,144 | $113.5 萬 | 0.05% | −50−0.2% | 減碼 |
| TD Asset Management Inc | 21,345 | $114.6 萬 | 0.00% | −2,127−9.1% | 減碼 |