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。
2022 年第 1 季 13F 持有人
Essential Utilities, Inc. 在 2022/3/31 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
- 642
- 較 2021 年第 4 季 +3 家
- 持有股數
- 1.81 億
- 較 2021 年第 4 季 +510.6 萬 (+2.9%)
- 總市值
- $91.9 億
- 較 2021 年第 4 季 −$2.39 億 (−2.5%)
- 新進機構
- 68
- 另有 235 家加碼
- 清倉機構
- 65
- 另有 194 家減碼
另有 9 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 1,085 | $5.50 萬 | 0.01% | 00.0% | 不變 |
| First Command Bank | 1,085 | $5.50 萬 | 0.01% | +419+62.9% | 加碼 |
| IndexIQ Advisors LLC | 1,105 | $5.60 萬 | 0.00% | −103−8.5% | 減碼 |
| Tobam | 1,161 | $5.90 萬 | 0.00% | +326+39.0% | 加碼 |
| Birch Capital Management, LLC | 1,169 | $6.00 萬 | 0.04% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,167 | $6.00 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,176 | $6.00 萬 | 0.04% | +376+47.0% | 加碼 |
| Tower View Investment Management & Research LLC | 1,216 | $6.20 萬 | 0.03% | +7+0.6% | 加碼 |
| Peoples Financial Services Corp. | 1,250 | $6.40 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,256 | $6.40 萬 | 0.01% | +13+1.0% | 加碼 |
| Lenox Wealth Advisors, LLC | 1,236 | $6.40 萬 | 0.01% | +120+10.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,294 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,292 | $6.60 萬 | 0.02% | +1,292 | 新進 |
| Prospera Financial Services Inc | 1,372 | $7.00 萬 | 0.00% | +1,372 | 新進 |
| Endurance Wealth Management, Inc. | 1,500 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,500 | $7.70 萬 | 0.05% | 00.0% | 不變 |
| Private Capital Group, LLC | 1,524 | $7.80 萬 | 0.02% | −6−0.4% | 減碼 |
| Old Second National Bank of Aurora | 1,600 | $8.20 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,593 | $8.30 萬 | 0.00% | −159−9.1% | 減碼 |
| Bromfield Sneider Wealth Advisors | 1,657 | $8.50 萬 | 0.09% | +1,657 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $8.70 萬 | 0.04% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,761 | $9.00 萬 | 0.01% | +6+0.3% | 加碼 |
| Tradewinds Capital Management, LLC | 1,827 | $9.30 萬 | 0.02% | +11+0.6% | 加碼 |
| Allworth Financial LP | 1,850 | $9.50 萬 | 0.00% | +8+0.4% | 加碼 |
| Rosenberg Matthew Hamilton | 1,900 | $9.70 萬 | 0.03% | 00.0% | 不變 |
| Archer Investment Corp | 1,959 | $10.0 萬 | 0.04% | +1,250+176.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $10.2 萬 | 0.00% | −342−14.6% | 減碼 |
| Group One Trading, L.P. | 2,000 | $10.2 萬 | 0.00% | +2,000 | 新進 |
| Citizens National Bank Trust Department | 2,450 | $11.0 萬 | 0.04% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,303 | $11.8 萬 | 0.01% | +13+0.6% | 加碼 |
| Hudock, Inc. | 2,501 | $12.7 萬 | 0.04% | −190−7.1% | 減碼 |
| Quadrant Capital Group LLC | 2,493 | $12.8 萬 | 0.02% | +227+10.0% | 加碼 |
| Signaturefd, LLC | 2,536 | $13.0 萬 | 0.00% | +686+37.1% | 加碼 |
| TD Private Client Wealth LLC | 2,703 | $13.8 萬 | 0.01% | −23−0.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,731 | $14.0 萬 | 0.00% | +2,731 | 新進 |
| Bartlett & Co. LLC | 2,731 | $14.0 萬 | 0.00% | +2,731 | 新進 |
| Montag A & Associates Inc | 2,800 | $14.3 萬 | 0.01% | −300−9.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 2,811 | $14.4 萬 | 0.03% | +6+0.2% | 加碼 |
| Bank of New Hampshire | 2,875 | $14.7 萬 | 0.04% | +2,875 | 新進 |
| Washington Trust Co | 2,930 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Howe & Rusling Inc | 3,120 | $16.0 萬 | 0.02% | 00.0% | 不變 |
| Ci Investments Inc. | 3,158 | $16.1 萬 | 0.00% | −1,857−37.0% | 減碼 |
| Hanson & Doremus Investment Management | 3,142 | $16.1 萬 | 0.03% | +312+11.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,364 | $17.2 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 3,387 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 3,425 | $17.5 萬 | 0.00% | −83−2.4% | 減碼 |
| Tompkins Financial Corp | 3,419 | $17.5 萬 | 0.02% | 00.0% | 不變 |
| National Bank of Canada | 3,586 | $18.3 萬 | 0.00% | −39,600−91.7% | 減碼 |
| Kepos Capital LP | 3,611 | $18.5 萬 | 0.01% | +265+7.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,761 | $19.2 萬 | 0.00% | +1,033+37.9% | 加碼 |
| Stillwater Capital Advisors, LLC | 3,957 | $20.2 萬 | 0.03% | 00.0% | 不變 |
| We Are One Seven, LLC | 3,963 | $20.3 萬 | 0.02% | +3,963 | 新進 |
| Cigna Investments Inc | 4,096 | $21.0 萬 | 0.03% | −1,091−21.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 4,107 | $21.0 萬 | 0.01% | +3+0.1% | 加碼 |
| Moreno Evelyn V | 4,118 | $21.1 萬 | 0.04% | +4,118 | 新進 |
| Ellis Investment Partners, LLC | 4,159 | $21.2 萬 | 0.05% | −791−16.0% | 減碼 |
| American Portfolios Advisors | 4,158 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Insight 2811, Inc. | 4,174 | $21.3 萬 | 0.13% | −1,220−22.6% | 減碼 |
| Independent Investors Inc | 4,166 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 4,166 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Hartline Investment Corp | 4,690 | $21.4 萬 | 0.03% | +20+0.4% | 加碼 |
| Lountzis Asset Management, LLC | 4,191 | $21.4 萬 | 0.12% | 00.0% | 不變 |
| CTC Capital Management, LLC | 4,200 | $21.5 萬 | 0.58% | +4,200 | 新進 |
| Clark Capital Management Group, Inc. | 4,243 | $21.7 萬 | 0.00% | −11−0.3% | 減碼 |
| Advisor Partners LLC | 4,329 | $22.1 萬 | 0.01% | −523−10.8% | 減碼 |
| Headinvest, LLC | 4,350 | $22.2 萬 | 0.04% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 4,373 | $22.4 萬 | 0.02% | +398+10.0% | 加碼 |
| Ellsworth Advisors, LLC | 4,500 | $22.4 萬 | 0.08% | +4,500 | 新進 |
| Davis R M Inc | 4,433 | $22.7 萬 | 0.01% | +4,433 | 新進 |
| Perigon Wealth Management, LLC | 4,461 | $22.8 萬 | 0.02% | +4,461 | 新進 |
| Winton Group Ltd | 4,478 | $22.9 萬 | 0.01% | +4,478 | 新進 |
| Howland Capital Management LLC | 4,595 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 4,688 | $24.0 萬 | 0.02% | +564+13.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 4,750 | $24.3 萬 | 0.02% | −230−4.6% | 減碼 |
| Toroso Investments, LLC | 4,754 | $24.3 萬 | 0.01% | +679+16.7% | 加碼 |
| Linscomb & Williams, Inc. | 4,863 | $24.8 萬 | 0.01% | −75−1.5% | 減碼 |
| Murphy Capital Management Inc | 4,877 | $24.9 萬 | 0.03% | −1,130−18.8% | 減碼 |
| Centaurus Financial, Inc. | 4,875 | $24.9 萬 | 0.02% | −291−5.6% | 減碼 |
| Wade G W & Inc | 4,872 | $24.9 萬 | 0.01% | +735+17.8% | 加碼 |
| ExodusPoint Capital Management, LP | 4,892 | $25.0 萬 | 0.00% | −6,069−55.4% | 減碼 |
| Fox Run Management, L.L.C. | 4,894 | $25.0 萬 | 0.14% | +4,894 | 新進 |
| First Citizens Bank & Trust Co | 4,949 | $25.3 萬 | 0.01% | −151−3.0% | 減碼 |
| Bluestein R H & Co | 5,000 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,000 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,019 | $25.7 萬 | 0.03% | +14+0.3% | 加碼 |
| IFP Advisors, Inc | 5,003 | $25.7 萬 | 0.00% | +4,541+982.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,039 | $25.8 萬 | 0.00% | −6,227−55.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 5,100 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| Jump Financial, LLC | 5,093 | $26.0 萬 | 0.01% | +479+10.4% | 加碼 |
| Fulton Breakefield Broenniman LLC | 5,150 | $26.3 萬 | 0.02% | −935−15.4% | 減碼 |
| Accel Wealth Management | 5,038 | $26.5 萬 | 0.14% | +20+0.4% | 加碼 |
| Balyasny Asset Management LLC | 5,210 | $26.6 萬 | 0.00% | +5,210 | 新進 |
| Kings Point Capital Management | 5,267 | $26.9 萬 | 0.02% | −379−6.7% | 減碼 |
| Colony Group LLC | 5,253 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 5,263 | $26.9 萬 | 0.16% | +6+0.1% | 加碼 |
| Seven Eight Capital, LP | 5,335 | $27.3 萬 | 0.04% | +5,335 | 新進 |
| Glenview Trust Co | 5,392 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 5,450 | $27.9 萬 | 0.00% | −100−1.8% | 減碼 |
| Aveo Capital Partners, LLC | 5,471 | $28.0 萬 | 0.05% | −630−10.3% | 減碼 |