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 |
|---|---|---|---|---|---|
| NN Investment Partners Holdings N.V. | 537,631 | $2,887 萬 | 0.14% | +452,465+531.3% | 加碼 |
| Electron Capital Partners, LLC | 540,449 | $2,902 萬 | 1.54% | +540,449 | 新進 |
| Bank of America Corp | 551,533 | $2,961 萬 | 0.00% | +23,103+4.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 561,895 | $3,017 萬 | 0.15% | +102,460+22.3% | 加碼 |
| FIL Ltd | 580,390 | $3,116 萬 | 0.03% | +11,992+2.1% | 加碼 |
| JPMorgan Chase & Co | 583,569 | $3,133 萬 | 0.00% | +71,448+14.0% | 加碼 |
| Nuance Investments, LLC | 583,668 | $3,134 萬 | 0.55% | −1,056,157−64.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 587,698 | $3,155 萬 | 0.02% | −179,426−23.4% | 減碼 |
| Nuveen Asset Management, LLC | 588,881 | $3,162 萬 | 0.01% | +30,259+5.4% | 加碼 |
| Deutsche Bank AG | 590,604 | $3,171 萬 | 0.01% | +35,104+6.3% | 加碼 |
| Rhumbline Advisers | 613,509 | $3,294 萬 | 0.04% | +25,340+4.3% | 加碼 |
| Macquarie Group Ltd | 663,742 | $3,521 萬 | 0.03% | +129,103+24.1% | 加碼 |
| New York State Common Retirement Fund | 706,278 | $3,792 萬 | 0.04% | +11,500+1.7% | 加碼 |
| Point72 Asset Management, L.P. | 823,484 | $4,421 萬 | 0.20% | +139,777+20.4% | 加碼 |
| Goldman Sachs Group Inc | 850,346 | $4,566 萬 | 0.01% | −3,110−0.4% | 減碼 |
| Morgan Stanley | 851,684 | $4,573 萬 | 0.01% | −592,527−41.0% | 減碼 |
| Swiss National Bank | 887,286 | $4,764 萬 | 0.03% | −37,300−4.0% | 減碼 |
| Amundi | 956,539 | $4,847 萬 | 0.03% | −2,114,254−68.9% | 減碼 |
| Great West Life Assurance Co | 931,984 | $4,994 萬 | 0.10% | +534,721+134.6% | 加碼 |
| Zimmer Partners, LP | 939,022 | $5,042 萬 | 0.75% | +218,009+30.2% | 加碼 |
| UBS Asset Management Americas Inc | 947,978 | $5,090 萬 | 0.02% | +34,043+3.7% | 加碼 |
| Millennium Management LLC | 948,640 | $5,093 萬 | 0.06% | +640,319+207.7% | 加碼 |
| Personal Capital Advisors Corp | 993,250 | $5,341 萬 | 0.25% | +34,301+3.6% | 加碼 |
| KBC Group NV | 1,028,589 | $5,523 萬 | 0.18% | +23,381+2.3% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,049,854 | $5,637 萬 | 3.66% | +32,613+3.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,058,647 | $5,684 萬 | 0.02% | +37,045+3.6% | 加碼 |
| Citadel Advisors LLC | 1,072,326 | $5,757 萬 | 0.06% | −30,894−2.8% | 減碼 |
| Principal Financial Group Inc | 1,240,402 | $6,660 萬 | 0.04% | −50,299−3.9% | 減碼 |
| Kames Capital plc | 1,244,014 | $6,679 萬 | 0.86% | +673+0.1% | 加碼 |
| First Trust Advisors LP | 1,344,136 | $7,217 萬 | 0.07% | +123,356+10.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,405,589 | $7,547 萬 | 0.02% | +79,286+6.0% | 加碼 |
| Duff & Phelps Investment Management Co | 1,621,327 | $8,705 萬 | 1.02% | +371,817+29.8% | 加碼 |
| Franklin Resources Inc | 1,700,504 | $9,130 萬 | 0.03% | −100,664−5.6% | 減碼 |
| Bank of Montreal | 1,741,384 | $9,313 萬 | 0.05% | −51,536−2.9% | 減碼 |
| Cohen & Steers, Inc. | 2,178,852 | $1.17 億 | 0.19% | +57,702+2.7% | 加碼 |
| Jennison Associates LLC | 2,277,846 | $1.22 億 | 0.08% | −67,337−2.9% | 減碼 |
| Bank of New York Mellon Corp | 2,443,615 | $1.31 億 | 0.02% | −20,777−0.8% | 減碼 |
| Legal & General Group Plc | 2,525,160 | $1.36 億 | 0.04% | +74,423+3.0% | 加碼 |
| Northern Trust Corp | 2,948,250 | $1.58 億 | 0.03% | +121,541+4.3% | 加碼 |
| Geode Capital Management, LLC | 2,959,223 | $1.59 億 | 0.02% | +151,817+5.4% | 加碼 |
| Norges Bank | 3,682,059 | $1.98 億 | 0.04% | +221,931+6.4% | 加碼 |
| Invesco Ltd. | 3,737,877 | $2.01 億 | 0.05% | +129,025+3.6% | 加碼 |
| Pictet Asset Management SA | 5,431,693 | $2.92 億 | 0.29% | +1,016,403+23.0% | 加碼 |
| Impax Asset Management Group plc | 5,554,494 | $2.98 億 | 1.09% | +23,204+0.4% | 加碼 |
| State Street Corp | 12,769,899 | $6.86 億 | 0.03% | +800,148+6.7% | 加碼 |
| Canada Pension Plan Investment Board | 21,661,095 | $11.6 億 | 1.24% | 00.0% | 不變 |
| Vanguard Group Inc | 24,453,443 | $13.1 億 | 0.03% | +779,428+3.3% | 加碼 |
| BlackRock Inc. | 26,705,089 | $14.3 億 | 0.04% | +2,099,072+8.5% | 加碼 |
| HRT Financial LP | 0 | $0 | 0.00% | −289,378−100.0% | 清倉 |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −117,399−100.0% | 清倉 |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −111,500−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −87,422−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −35,493−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,560−100.0% | 清倉 |
| Mirova | 0 | $0 | 0.00% | −23,722−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −23,172−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,719−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,384−100.0% | 清倉 |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −16,742−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,326−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,100−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,203−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,660−100.0% | 清倉 |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −6,600−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,205−100.0% | 清倉 |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,279−100.0% | 清倉 |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −5,341−100.0% | 清倉 |
| 1st Source Bank | 0 | $0 | 0.00% | −4,939−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,728−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,566−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,449−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −4,377−100.0% | 清倉 |
| City Holding Co | 0 | $0 | 0.00% | −3,862−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,221−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −1,660−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,231−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,231−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Ade, LLC | 0 | $0 | 0.00% | −906−100.0% | 清倉 |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | – | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −736−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −278−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Optimal Asset Management, Inc. | – | – | – | – | 本季未申報 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| World Asset Management Inc | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |