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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 21,393 | $114.9 萬 | 0.02% | +3,780+21.5% | 加碼 |
| Cozad Asset Management Inc | 21,639 | $116.2 萬 | 0.16% | +115+0.5% | 加碼 |
| Cetera Investment Advisers | 22,372 | $120.1 萬 | 0.02% | −265−1.2% | 減碼 |
| Jane Street Group, LLC | 22,770 | $122.3 萬 | 0.00% | +22,770 | 新進 |
| Liberty One Investment Management, LLC | 22,902 | $123.0 萬 | 0.19% | +187+0.8% | 加碼 |
| Man Group plc | 23,091 | $124.0 萬 | 0.00% | +14+0.1% | 加碼 |
| Whittier Trust Co | 23,133 | $124.2 萬 | 0.02% | +625+2.8% | 加碼 |
| Pacer Advisors, Inc. | 23,246 | $124.8 萬 | 0.01% | +282+1.2% | 加碼 |
| AE Wealth Management LLC | 23,242 | $124.8 萬 | 0.01% | +3,341+16.8% | 加碼 |
| Voloridge Investment Management, LLC | 23,272 | $124.9 萬 | 0.01% | +23,272 | 新進 |
| Toth Financial Advisory Corp | 23,482 | $126.1 萬 | 0.17% | +155+0.7% | 加碼 |
| Rothschild Investment Corp | 23,555 | $126.5 萬 | 0.10% | −150−0.6% | 減碼 |
| US Bancorp | 23,630 | $126.9 萬 | 0.00% | −163−0.7% | 減碼 |
| Renaissance Technologies LLC | 23,700 | $127.2 萬 | 0.00% | −292,017−92.5% | 減碼 |
| Rodgers Brothers Inc. | 24,413 | $131.1 萬 | 0.23% | −2,250−8.4% | 減碼 |
| Financial Architects, Inc | 24,504 | $131.6 萬 | 0.18% | +18+0.1% | 加碼 |
| Jmac Enterprises LLC | 28,711 | $136.0 萬 | 0.32% | +28,711 | 新進 |
| Arkadios Wealth Advisors | 25,615 | $137.5 萬 | 0.18% | −855−3.2% | 減碼 |
| Xponance, Inc. | 25,782 | $138.4 萬 | 0.02% | +335+1.3% | 加碼 |
| First Business Financial Services, Inc. | 25,913 | $139.1 萬 | 0.15% | +1,296+5.3% | 加碼 |
| Virtue Capital Management, LLC | 25,963 | $139.4 萬 | 0.21% | +3,909+17.7% | 加碼 |
| Nissay Asset Management Corp | 26,007 | $139.6 萬 | 0.01% | +929+3.7% | 加碼 |
| Blackhill Capital Inc | 26,041 | $139.8 萬 | 0.12% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 26,074 | $140.0 萬 | 0.08% | +6,098+30.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 26,287 | $141.1 萬 | 0.02% | +5,798+28.3% | 加碼 |
| CoreCommodity Management, LLC | 27,570 | $148.0 萬 | 0.41% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 27,627 | $148.3 萬 | 0.05% | +10.0% | 加碼 |
| Rockefeller Capital Management L.P. | 28,066 | $150.6 萬 | 0.01% | +2,497+9.8% | 加碼 |
| Bridgewater Advisors Inc. | 29,445 | $158.1 萬 | 0.35% | +29,445 | 新進 |
| Capitolis Advisors LLC | 29,495 | $158.4 萬 | 0.01% | +29,495 | 新進 |
| Americana Partners, LLC | 29,700 | $159.4 萬 | 0.29% | +9,100+44.2% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 31,000 | $166.4 萬 | 0.02% | +4,000+14.8% | 加碼 |
| IFM Investors Pty Ltd | 31,124 | $167.1 萬 | 0.03% | −882−2.8% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $169.0 萬 | 0.96% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 31,521 | $169.2 萬 | 0.01% | −4,191−11.7% | 減碼 |
| Janus Henderson Group PLC | 31,886 | $171.2 萬 | 0.00% | −259,075−89.0% | 減碼 |
| Mercer Global Advisors Inc | 32,056 | $172.1 萬 | 0.01% | −1,624−4.8% | 減碼 |
| D.A. Davidson & Co. | 32,076 | $172.2 萬 | 0.02% | +1,094+3.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 32,216 | $173.0 萬 | 0.02% | 00.0% | 不變 |
| Seeyond | 32,335 | $173.6 萬 | 0.16% | −7,540−18.9% | 減碼 |
| Pendal Group Limited | 32,494 | $174.5 萬 | 0.01% | +25,188+344.8% | 加碼 |
| Continuum Advisory, LLC | 32,752 | $175.8 萬 | 0.40% | +373+1.2% | 加碼 |
| Cetera Advisor Networks LLC | 32,836 | $176.3 萬 | 0.02% | +10,052+44.1% | 加碼 |
| State of Alaska, Department of Revenue | 33,283 | $178.6 萬 | 0.02% | −1,040−3.0% | 減碼 |
| Sterling Investment Advisors, Ltd. | 33,738 | $181.1 萬 | 0.51% | +100.0% | 加碼 |
| STRS Ohio | 34,408 | $184.7 萬 | 0.01% | +31,775+1,206.8% | 加碼 |
| ELCO Management Co., LLC | 34,841 | $187.1 萬 | 1.34% | +5,482+18.7% | 加碼 |
| CIBC World Markets Inc. | 35,097 | $188.4 萬 | 0.01% | +35,097 | 新進 |
| Tortoise Capital Advisors, L.L.C. | 35,201 | $189.0 萬 | 0.03% | −1,427−3.9% | 減碼 |
| Holocene Advisors, LP | 35,329 | $189.7 萬 | 0.01% | +7,127+25.3% | 加碼 |
| Umb Bank N A | 35,371 | $189.9 萬 | 0.02% | +35,371 | 新進 |
| Glenmede Trust Co NA | 36,650 | $196.7 萬 | 0.01% | +1,610+4.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 38,127 | $204.7 萬 | 0.04% | +1,184+3.2% | 加碼 |
| First Personal Financial Services | 38,260 | $205.4 萬 | 0.46% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 38,527 | $206.9 萬 | 0.00% | +1,433+3.9% | 加碼 |
| Creative Planning | 38,773 | $208.2 萬 | 0.00% | −38,319−49.7% | 減碼 |
| Ledyard National Bank | 39,207 | $210.5 萬 | 0.20% | −960−2.4% | 減碼 |
| Modera Wealth Management, LLC | 39,259 | $210.8 萬 | 0.08% | +4,479+12.9% | 加碼 |
| Voya Investment Management LLC | 39,793 | $213.6 萬 | 0.00% | −3,222−7.5% | 減碼 |
| Haverford Trust Co | 39,927 | $214.4 萬 | 0.02% | −4,689−10.5% | 減碼 |
| Federated Hermes, Inc. | 40,135 | $215.5 萬 | 0.00% | −721−1.8% | 減碼 |
| Bryn Mawr Trust Co | 40,241 | $216.1 萬 | 0.08% | +7,957+24.6% | 加碼 |
| Handelsbanken Fonder AB | 40,267 | $216.2 萬 | 0.01% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 40,997 | $220.1 萬 | 0.01% | −2,143−5.0% | 減碼 |
| Metropolitan Life Insurance Co | 41,163 | $221.0 萬 | 0.03% | +323+0.8% | 加碼 |
| Utah Retirement Systems | 41,798 | $224.4 萬 | 0.03% | +1,300+3.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 42,045 | $225.7 萬 | 0.03% | +42,045 | 新進 |
| Andra AP-fonden | 42,500 | $228.2 萬 | 0.05% | −46,000−52.0% | 減碼 |
| Van Eck Associates Corp | 42,658 | $229.1 萬 | 0.01% | +5,865+15.9% | 加碼 |
| National Bank of Canada | 43,186 | $231.8 萬 | 0.01% | +43,186 | 新進 |
| Cubist Systematic Strategies, LLC | 43,870 | $235.5 萬 | 0.02% | +10,528+31.6% | 加碼 |
| Korea Investment CORP | 45,000 | $241.6 萬 | 0.01% | +4,600+11.4% | 加碼 |
| Covea Finance | 45,000 | $241.6 萬 | 0.21% | +45,000 | 新進 |
| Nisa Investment Advisors, LLC | 49,875 | $243.1 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 45,695 | $245.3 萬 | 0.01% | −60−0.1% | 減碼 |
| TFG Advisers LLC | 45,890 | $246.4 萬 | 1.07% | −325−0.7% | 減碼 |
| Toronto Dominion Bank | 46,035 | $247.2 萬 | 0.00% | +13,078+39.7% | 加碼 |
| New Mexico Educational Retirement Board | 46,300 | $248.6 萬 | 0.08% | 00.0% | 不變 |
| Coastline Trust Co | 47,221 | $253.5 萬 | 0.29% | +85+0.2% | 加碼 |
| Trillium Asset Management, LLC | 48,149 | $258.5 萬 | 0.06% | +4,228+9.6% | 加碼 |
| Nomura Asset Management Co Ltd | 48,390 | $259.8 萬 | 0.01% | +4,400+10.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 49,597 | $266.3 萬 | 0.52% | −145−0.3% | 減碼 |
| First American Bank | 50,717 | $272.3 萬 | 0.14% | +5,737+12.8% | 加碼 |
| Panagora Asset Management Inc | 50,729 | $272.4 萬 | 0.01% | −6,857−11.9% | 減碼 |
| DnB Asset Management AS | 51,003 | $273.8 萬 | 0.02% | +1,957+4.0% | 加碼 |
| USS Investment Management Ltd | 51,460 | $276.3 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 51,639 | $277.2 萬 | 0.33% | +520+1.0% | 加碼 |
| Tortoise Index Solutions, LLC | 52,211 | $280.3 萬 | 0.62% | +7,021+15.5% | 加碼 |
| Vident Investment Advisory, LLC | 53,034 | $284.8 萬 | 0.07% | −12,218−18.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,515 | $295.0 萬 | 0.01% | +1,978+3.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 55,892 | $300.1 萬 | 0.06% | −5,928−9.6% | 減碼 |
| HighTower Advisors, LLC | 56,214 | $302.3 萬 | 0.01% | −624−1.1% | 減碼 |
| AMP Capital Investors Ltd | 56,313 | $302.4 萬 | 0.09% | −164,286−74.5% | 減碼 |
| Addison Capital Co | 57,326 | $307.8 萬 | 1.38% | +35+0.1% | 加碼 |
| Arcadia Investment Management Corp | 57,575 | $309.1 萬 | 0.52% | −2,812−4.7% | 減碼 |
| YHB Investment Advisors, Inc. | 58,046 | $311.6 萬 | 0.25% | +304+0.5% | 加碼 |
| State of Michigan Retirement System | 58,293 | $313.0 萬 | 0.02% | +2,300+4.1% | 加碼 |
| Louisiana State Employees Retirement System | 59,100 | $317.3 萬 | 0.07% | +2,100+3.7% | 加碼 |
| Stephens Inc | 62,952 | $338.0 萬 | 0.05% | −8,333−11.7% | 減碼 |
| Arizona State Retirement System | 63,565 | $341.3 萬 | 0.03% | −1,925−2.9% | 減碼 |