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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 14,438 | $77.5 萬 | 0.23% | −593−3.9% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $77.4 萬 | 0.64% | +14,413 | 新進 |
| Key Financial Inc | 14,319 | $76.9 萬 | 0.39% | 00.0% | 不變 |
| Welch & Forbes LLC | 14,187 | $76.2 萬 | 0.01% | 00.0% | 不變 |
| First Pacific Financial | 14,015 | $75.2 萬 | 0.36% | +455+3.4% | 加碼 |
| Manchester Capital Management LLC | 13,833 | $74.3 萬 | 0.10% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,812 | $74.2 萬 | 0.01% | +100+0.7% | 加碼 |
| Rowland & Co Investment Counsel | 18,582 | $73.8 萬 | 0.17% | +18,582 | 新進 |
| Inverness Counsel LLC | 13,475 | $72.3 萬 | 0.03% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,377 | $71.8 萬 | 0.04% | 00.0% | 不變 |
| GWM Advisors LLC | 13,273 | $71.3 萬 | 0.01% | +13,273 | 新進 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,266 | $71.2 萬 | 0.31% | 00.0% | 不變 |
| Community Bank, N.A. | 13,229 | $71.0 萬 | 0.08% | +1,030+8.4% | 加碼 |
| Allianz Asset Management GmbH | 12,883 | $69.2 萬 | 0.00% | 00.0% | 不變 |
| Nordea Investment Management AB | 12,758 | $68.4 萬 | 0.00% | +3,714+41.1% | 加碼 |
| 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 |
| Institute for Wealth Management, LLC. | 12,340 | $66.3 萬 | 0.11% | −200−1.6% | 減碼 |
| Huntington National Bank | 12,057 | $64.7 萬 | 0.01% | +2,252+23.0% | 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 |
| Exchange Traded Concepts, LLC | 11,721 | $62.9 萬 | 0.01% | +213+1.9% | 加碼 |
| O'Shares Investment Advisers, LLC | 11,624 | $62.4 萬 | 0.04% | +264+2.3% | 加碼 |
| Vestcor Inc | 11,571 | $62.1 萬 | 0.02% | +279+2.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,458 | $61.5 萬 | 0.15% | +11,458 | 新進 |
| Aigen Investment Management, LP | 12,059 | $61.3 萬 | 0.04% | +6,936+135.4% | 加碼 |
| Phoenix Holdings Ltd. | 11,451 | $61.1 萬 | 0.01% | −807−6.6% | 減碼 |
| 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 |
| Aaron Wealth Advisors | 11,233 | $60.3 萬 | 0.17% | +405+3.7% | 加碼 |
| ExodusPoint Capital Management, LP | 10,961 | $58.8 萬 | 0.01% | −49,562−81.9% | 減碼 |
| Sigma Planning Corp | 10,846 | $58.2 萬 | 0.02% | −441−3.9% | 減碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,802 | $58.0 萬 | 0.19% | +10,802 | 新進 |
| TrinityPoint Wealth, LLC | 10,767 | $57.8 萬 | 0.10% | +10.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $57.4 萬 | 0.00% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,418 | $55.9 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 10,395 | $55.8 萬 | 0.04% | +10,395 | 新進 |
| CIBC Asset Management Inc | 10,324 | $55.4 萬 | 0.00% | +333+3.3% | 加碼 |
| EagleClaw Capital Managment, LLC | 10,239 | $55.0 萬 | 0.12% | 00.0% | 不變 |
| American Century Companies Inc | 10,172 | $54.6 萬 | 0.00% | +1,762+21.0% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $53.7 萬 | 0.23% | 00.0% | 不變 |
| Keybank National Association | 9,942 | $53.4 萬 | 0.00% | −1,030−9.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,934 | $53.3 萬 | 0.03% | +11+0.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,872 | $53.0 萬 | 0.02% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 9,831 | $52.8 萬 | 0.02% | +4,068+70.6% | 加碼 |
| 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 |
| Blume Capital Management, Inc. | 9,700 | $52.1 萬 | 0.17% | 00.0% | 不變 |
| Diversified, LLC | 9,690 | $52.0 萬 | 0.22% | +7+0.1% | 加碼 |
| Barrett Asset Management, LLC | 9,674 | $51.9 萬 | 0.02% | +1,250+14.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 9,619 | $51.6 萬 | 0.00% | +97+1.0% | 加碼 |
| Central Trust Co | 9,589 | $51.4 萬 | 0.01% | −714−6.9% | 減碼 |
| Pinnacle Associates Ltd | 9,562 | $51.3 萬 | 0.01% | −600−5.9% | 減碼 |
| Humankind Investments LLC | 9,520 | $51.1 萬 | 0.21% | +1,099+13.1% | 加碼 |
| Tower Wealth Partners, Inc. | 9,114 | $48.9 萬 | 0.50% | −623−6.4% | 減碼 |
| Blossom Wealth Management | 9,085 | $48.8 萬 | 2.40% | +660+7.8% | 加碼 |
| RTD Financial Advisors, Inc. | 9,103 | $48.8 萬 | 0.06% | +9,103 | 新進 |
| Marcum Wealth, LLC | 9,072 | $48.7 萬 | 0.07% | −13−0.1% | 減碼 |
| Levy Wealth Management Group, LLC | 9,038 | $48.5 萬 | 0.22% | −209−2.3% | 減碼 |
| HB Wealth Management, LLC | 8,884 | $47.7 萬 | 0.01% | +8,884 | 新進 |
| Avantax Advisory Services, Inc. | 8,794 | $47.2 萬 | 0.01% | −275−3.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 8,769 | $47.1 萬 | 0.00% | −1,000−10.2% | 減碼 |
| Birch Hill Investment Advisors LLC | 8,711 | $46.8 萬 | 0.02% | +2,045+30.7% | 加碼 |
| Foundations Investment Advisors, LLC | 9,096 | $46.1 萬 | 0.02% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 8,385 | $44.8 萬 | 0.01% | +8,385 | 新進 |
| Apollon Wealth Management, LLC | 8,291 | $44.5 萬 | 0.04% | +3,041+57.9% | 加碼 |
| Girard Partners Ltd. | 8,259 | $44.3 萬 | 0.05% | +7+0.1% | 加碼 |
| Boothbay Fund Management, LLC | 8,259 | $44.3 萬 | 0.01% | +8,259 | 新進 |
| Gamble Jones Investment Counsel | 8,168 | $43.9 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 8,120 | $43.6 萬 | 0.03% | −76−0.9% | 減碼 |
| HBK Sorce Advisory LLC | 8,121 | $43.6 萬 | 0.02% | +39+0.5% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,080 | $43.4 萬 | 0.05% | +4,000+98.0% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 7,925 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| NewSquare Capital LLC | 7,810 | $41.9 萬 | 0.04% | 00.0% | 不變 |
| Natixis Investment Managers International | 7,804 | $41.8 萬 | 0.02% | −2,335−23.0% | 減碼 |
| Gotham Asset Management, LLC | 7,793 | $41.8 萬 | 0.01% | −1,936−19.9% | 減碼 |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $41.7 萬 | 0.13% | 00.0% | 不變 |
| Raymond James Trust N.A. | 7,737 | $41.6 萬 | 0.01% | −1,857−19.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,635 | $41.0 萬 | 0.00% | +482+6.7% | 加碼 |
| First Affirmative Financial Network | 7,575 | $40.7 萬 | 0.37% | −390−4.9% | 減碼 |
| Wealth Effects LLC | 7,582 | $40.7 萬 | 0.17% | +7,582 | 新進 |
| Commerce Bank | 7,495 | $40.2 萬 | 0.00% | +404+5.7% | 加碼 |
| Dearborn Partners LLC | 7,487 | $40.2 萬 | 0.01% | +2,509+50.4% | 加碼 |
| Kingfisher Capital LLC | 7,477 | $40.1 萬 | 0.09% | −32−0.4% | 減碼 |
| Krane Funds Advisors LLC | 7,413 | $39.8 萬 | 0.01% | −936−11.2% | 減碼 |
| Northstar Asset Management LLC | 7,385 | $39.6 萬 | 0.09% | −100−1.3% | 減碼 |
| Fulton Bank, N.A. | 7,367 | $39.5 萬 | 0.02% | −20.0% | 減碼 |
| Coho Partners, Ltd. | 7,340 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 7,277 | $39.1 萬 | 0.02% | −457−5.9% | 減碼 |
| Affiance Financial, LLC | 7,252 | $38.9 萬 | 0.16% | −532−6.8% | 減碼 |
| Wealthfront Advisers LLC | 7,182 | $38.6 萬 | 0.00% | +7,182 | 新進 |
| BBR Partners, LLC | 7,141 | $38.3 萬 | 0.04% | −2,843−28.5% | 減碼 |
| Leonteq Securities AG | 6,993 | $37.5 萬 | 0.02% | −1,250−15.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 6,966 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,988 | $37.5 萬 | 0.01% | +6,988 | 新進 |
| Jupiter Asset Management Ltd | 6,992 | $37.4 萬 | 0.00% | +1,495+27.2% | 加碼 |
| Captrust Financial Advisors | 6,875 | $36.9 萬 | 0.00% | +257+3.9% | 加碼 |
| Kingsview Wealth Management, LLC | 6,820 | $36.6 萬 | 0.02% | +6,820 | 新進 |
| Banque Pictet & Cie SA | 6,778 | $36.4 萬 | 0.00% | +6,778 | 新進 |