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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 35,097 | $188.4 萬 | 0.01% | +35,097 | 新進 |
| ELCO Management Co., LLC | 34,841 | $187.1 萬 | 1.34% | +5,482+18.7% | 加碼 |
| STRS Ohio | 34,408 | $184.7 萬 | 0.01% | +31,775+1,206.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 33,738 | $181.1 萬 | 0.51% | +100.0% | 加碼 |
| State of Alaska, Department of Revenue | 33,283 | $178.6 萬 | 0.02% | −1,040−3.0% | 減碼 |
| Cetera Advisor Networks LLC | 32,836 | $176.3 萬 | 0.02% | +10,052+44.1% | 加碼 |
| Continuum Advisory, LLC | 32,752 | $175.8 萬 | 0.40% | +373+1.2% | 加碼 |
| Pendal Group Limited | 32,494 | $174.5 萬 | 0.01% | +25,188+344.8% | 加碼 |
| Seeyond | 32,335 | $173.6 萬 | 0.16% | −7,540−18.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 32,216 | $173.0 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 32,076 | $172.2 萬 | 0.02% | +1,094+3.5% | 加碼 |
| Mercer Global Advisors Inc | 32,056 | $172.1 萬 | 0.01% | −1,624−4.8% | 減碼 |
| Janus Henderson Group PLC | 31,886 | $171.2 萬 | 0.00% | −259,075−89.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 31,521 | $169.2 萬 | 0.01% | −4,191−11.7% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $169.0 萬 | 0.96% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 31,124 | $167.1 萬 | 0.03% | −882−2.8% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 31,000 | $166.4 萬 | 0.02% | +4,000+14.8% | 加碼 |
| Americana Partners, LLC | 29,700 | $159.4 萬 | 0.29% | +9,100+44.2% | 加碼 |
| Capitolis Advisors LLC | 29,495 | $158.4 萬 | 0.01% | +29,495 | 新進 |
| Bridgewater Advisors Inc. | 29,445 | $158.1 萬 | 0.35% | +29,445 | 新進 |
| Rockefeller Capital Management L.P. | 28,066 | $150.6 萬 | 0.01% | +2,497+9.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,627 | $148.3 萬 | 0.05% | +10.0% | 加碼 |
| CoreCommodity Management, LLC | 27,570 | $148.0 萬 | 0.41% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 26,287 | $141.1 萬 | 0.02% | +5,798+28.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 26,074 | $140.0 萬 | 0.08% | +6,098+30.5% | 加碼 |
| Blackhill Capital Inc | 26,041 | $139.8 萬 | 0.12% | 00.0% | 不變 |
| Nissay Asset Management Corp | 26,007 | $139.6 萬 | 0.01% | +929+3.7% | 加碼 |
| Virtue Capital Management, LLC | 25,963 | $139.4 萬 | 0.21% | +3,909+17.7% | 加碼 |
| First Business Financial Services, Inc. | 25,913 | $139.1 萬 | 0.15% | +1,296+5.3% | 加碼 |
| Xponance, Inc. | 25,782 | $138.4 萬 | 0.02% | +335+1.3% | 加碼 |
| Arkadios Wealth Advisors | 25,615 | $137.5 萬 | 0.18% | −855−3.2% | 減碼 |
| Jmac Enterprises LLC | 28,711 | $136.0 萬 | 0.32% | +28,711 | 新進 |
| Financial Architects, Inc | 24,504 | $131.6 萬 | 0.18% | +18+0.1% | 加碼 |
| Rodgers Brothers Inc. | 24,413 | $131.1 萬 | 0.23% | −2,250−8.4% | 減碼 |
| Renaissance Technologies LLC | 23,700 | $127.2 萬 | 0.00% | −292,017−92.5% | 減碼 |
| US Bancorp | 23,630 | $126.9 萬 | 0.00% | −163−0.7% | 減碼 |
| Rothschild Investment Corp | 23,555 | $126.5 萬 | 0.10% | −150−0.6% | 減碼 |
| Toth Financial Advisory Corp | 23,482 | $126.1 萬 | 0.17% | +155+0.7% | 加碼 |
| Voloridge Investment Management, LLC | 23,272 | $124.9 萬 | 0.01% | +23,272 | 新進 |
| 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 |
| Whittier Trust Co | 23,133 | $124.2 萬 | 0.02% | +625+2.8% | 加碼 |
| Man Group plc | 23,091 | $124.0 萬 | 0.00% | +14+0.1% | 加碼 |
| Liberty One Investment Management, LLC | 22,902 | $123.0 萬 | 0.19% | +187+0.8% | 加碼 |
| Jane Street Group, LLC | 22,770 | $122.3 萬 | 0.00% | +22,770 | 新進 |
| Cetera Investment Advisers | 22,372 | $120.1 萬 | 0.02% | −265−1.2% | 減碼 |
| Cozad Asset Management Inc | 21,639 | $116.2 萬 | 0.16% | +115+0.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 21,393 | $114.9 萬 | 0.02% | +3,780+21.5% | 加碼 |
| TD Asset Management Inc | 21,345 | $114.6 萬 | 0.00% | −2,127−9.1% | 減碼 |
| Ingalls & Snyder LLC | 21,144 | $113.5 萬 | 0.05% | −50−0.2% | 減碼 |
| Hoylecohen, LLC | 21,085 | $113.2 萬 | 0.09% | −700−3.2% | 減碼 |
| Natixis Advisors, L.P. | 20,916 | $112.3 萬 | 0.00% | −1,215−5.5% | 減碼 |
| Bernardo Wealth Planning LLC | 20,893 | $112.1 萬 | 0.55% | +10.0% | 加碼 |
| Prudential Financial Inc | 23,318 | $111.4 萬 | 0.00% | −3,824−14.1% | 減碼 |
| Securian Asset Management, Inc | 20,599 | $110.6 萬 | 0.02% | +543+2.7% | 加碼 |
| Neuberger Berman Group LLC | 20,394 | $109.5 萬 | 0.00% | +8,567+72.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $109.4 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 20,139 | $108.1 萬 | 0.28% | +1,464+7.8% | 加碼 |
| Tower Bridge Advisors | 20,096 | $107.9 萬 | 0.07% | 00.0% | 不變 |
| Miller Howard Investments Inc | 20,035 | $107.6 萬 | 0.04% | −529−2.6% | 減碼 |
| Fiduciary Trust Co | 19,861 | $106.6 萬 | 0.02% | −325−1.6% | 減碼 |
| Daiwa Securities Group Inc. | 19,663 | $105.6 萬 | 0.01% | +500+2.6% | 加碼 |
| Swiss Life Asset Management Ltd | 19,300 | $103.8 萬 | 0.01% | +13,069+209.7% | 加碼 |
| Prudential PLC | 19,221 | $103.2 萬 | 0.01% | −534−2.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $102.8 萬 | 0.14% | 00.0% | 不變 |
| Shell Asset Management Co | 19,034 | $102.2 萬 | 0.02% | −1,956−9.3% | 減碼 |
| Standard Life Aberdeen plc | 18,977 | $101.9 萬 | 0.00% | −4,981−20.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 18,898 | $101.4 萬 | 0.00% | +18,898 | 新進 |
| Profund Advisors LLC | 18,514 | $99.4 萬 | 0.03% | +185+1.0% | 加碼 |
| Smithfield Trust Co | 17,901 | $96.1 萬 | 0.06% | 00.0% | 不變 |
| Costello Asset Management, INC | 17,716 | $95.1 萬 | 0.58% | +200+1.1% | 加碼 |
| 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 |
| Westpac Banking Corp | 17,600 | $94.5 萬 | 0.01% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 17,463 | $93.8 萬 | 0.60% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 17,355 | $93.2 萬 | 0.03% | +814+4.9% | 加碼 |
| First Hawaiian Bank | 17,115 | $91.9 萬 | 0.03% | +17,115 | 新進 |
| Maryland State Retirement & Pension System | 17,068 | $91.6 萬 | 0.02% | 00.0% | 不變 |
| Cordasco Financial Network | 16,853 | $90.5 萬 | 0.57% | −218−1.3% | 減碼 |
| Pathstone Family Office, LLC | 16,663 | $89.5 萬 | 0.02% | −1,572−8.6% | 減碼 |
| O'Brien Greene & Co. Inc | 16,214 | $87.1 萬 | 0.29% | 00.0% | 不變 |
| Philadelphia Trust Co | 16,195 | $87.0 萬 | 0.06% | +50+0.3% | 加碼 |
| Rockland Trust Co | 16,047 | $86.2 萬 | 0.05% | −2,433−13.2% | 減碼 |
| JustInvest LLC | 15,984 | $85.8 萬 | 0.05% | +4,938+44.7% | 加碼 |
| Kennedy Capital Management, Inc. | 15,951 | $85.6 萬 | 0.02% | −1,360−7.9% | 減碼 |
| Clean Yield Group | 15,726 | $84.4 萬 | 0.28% | 00.0% | 不變 |
| Sciencast Management LP | 15,759 | $84.0 萬 | 0.15% | +15,759 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 16,990 | $82.0 萬 | 0.52% | +16,990 | 新進 |
| SG Americas Securities, LLC | 15,230 | $81.8 萬 | 0.01% | −60,348−79.8% | 減碼 |
| Bridgewater Associates, LP | 15,107 | $81.1 萬 | 0.00% | +15,107 | 新進 |
| Sonen Capital LLC | 15,002 | $80.5 萬 | 0.78% | +15,002 | 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 |
| Qube Research & Technologies Ltd | 14,947 | $80.3 萬 | 0.01% | +14,947 | 新進 |
| Advisory Services Network, LLC | 14,889 | $79.9 萬 | 0.02% | −601−3.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,810 | $79.5 萬 | 0.00% | +1,444+10.8% | 加碼 |
| Belpointe Asset Management LLC | 14,572 | $78.3 萬 | 0.05% | +242+1.7% | 加碼 |
| 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 |
| Kestra Advisory Services, LLC | 14,458 | $77.6 萬 | 0.01% | −648−4.3% | 減碼 |