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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 15,250 | $78.0 萬 | 0.24% | +812+5.6% | 加碼 |
| Kestra Advisory Services, LLC | 15,163 | $77.5 萬 | 0.01% | +705+4.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 14,995 | $76.7 萬 | 0.03% | 00.0% | 不變 |
| Good Life Advisors, LLC | 14,897 | $76.2 萬 | 0.10% | −71−0.5% | 減碼 |
| United Capital Financial Advisers, LLC | 14,796 | $75.7 萬 | 0.00% | +248+1.7% | 加碼 |
| Oppenheimer & Co Inc | 14,812 | $75.7 萬 | 0.01% | +1,000+7.2% | 加碼 |
| Belpointe Asset Management LLC | 14,736 | $75.4 萬 | 0.05% | +164+1.1% | 加碼 |
| Mariner, LLC | 14,654 | $74.9 萬 | 0.00% | +14,654 | 新進 |
| Resurgent Financial Advisors LLC | 14,634 | $74.8 萬 | 0.48% | +221+1.5% | 加碼 |
| Occudo Quantitative Strategies LP | 14,589 | $74.6 萬 | 0.06% | +14,589 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,557 | $74.4 萬 | 0.02% | 00.0% | 不變 |
| First Pacific Financial | 14,315 | $73.2 萬 | 0.38% | +300+2.1% | 加碼 |
| Rowland & Co Investment Counsel | 14,105 | $72.1 萬 | 0.17% | −4,477−24.1% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $71.6 萬 | 0.32% | +4,000+40.0% | 加碼 |
| Manchester Capital Management LLC | 13,833 | $70.7 萬 | 0.10% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 13,637 | $69.7 萬 | 0.01% | +13,637 | 新進 |
| Advisory Services Network, LLC | 13,573 | $69.4 萬 | 0.02% | −1,316−8.8% | 減碼 |
| Moors & Cabot, Inc. | 13,377 | $68.4 萬 | 0.04% | 00.0% | 不變 |
| Spinnaker Trust | 13,384 | $68.4 萬 | 0.05% | +821+6.5% | 加碼 |
| GWM Advisors LLC | 13,287 | $67.9 萬 | 0.01% | +14+0.1% | 加碼 |
| Inverness Counsel LLC | 13,150 | $67.2 萬 | 0.03% | −325−2.4% | 減碼 |
| SS&H Financial Advisors, Inc. | 13,074 | $66.8 萬 | 0.26% | +13,074 | 新進 |
| Nordea Investment Management AB | 12,758 | $66.4 萬 | 0.00% | 00.0% | 不變 |
| Natixis Investment Managers International | 12,809 | $65.4 萬 | 0.01% | +5,005+64.1% | 加碼 |
| Unigestion Holding SA | 12,439 | $64.7 萬 | 0.03% | +12,439 | 新進 |
| Vestcor Inc | 12,483 | $63.8 萬 | 0.02% | +912+7.9% | 加碼 |
| Institute for Wealth Management, LLC. | 12,340 | $63.1 萬 | 0.10% | 00.0% | 不變 |
| O'Shares Investment Advisers, LLC | 12,284 | $62.8 萬 | 0.05% | +660+5.7% | 加碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 12,196 | $62.4 萬 | 0.18% | +1,394+12.9% | 加碼 |
| Forsta Ap-Fonden | 12,000 | $61.4 萬 | 0.01% | +12,000 | 新進 |
| Voloridge Investment Management, LLC | 11,991 | $61.3 萬 | 0.00% | −11,281−48.5% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,964 | $61.2 萬 | 0.28% | −1,302−9.8% | 減碼 |
| Shelton Capital Management | 11,853 | $60.6 萬 | 0.02% | 00.0% | 不變 |
| Youngs Advisory Group, Inc. | 11,853 | $60.6 萬 | 0.35% | 00.0% | 不變 |
| American Century Companies Inc | 11,774 | $60.2 萬 | 0.00% | +1,602+15.7% | 加碼 |
| Welch & Forbes LLC | 11,687 | $59.8 萬 | 0.01% | −2,500−17.6% | 減碼 |
| Tiaa, FSB | 11,599 | $59.3 萬 | 0.00% | +11,599 | 新進 |
| Gotham Asset Management, LLC | 11,392 | $58.2 萬 | 0.02% | +3,599+46.2% | 加碼 |
| Banque Cantonale Vaudoise | 10,775 | $55.1 萬 | 0.02% | −1,795−14.3% | 減碼 |
| TrinityPoint Wealth, LLC | 10,767 | $55.1 萬 | 0.10% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $54.7 萬 | 0.00% | 00.0% | 不變 |
| Rockland Trust Co | 10,621 | $54.3 萬 | 0.03% | −5,426−33.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 10,451 | $53.4 萬 | 0.01% | +2,066+24.6% | 加碼 |
| Humankind Investments LLC | 10,433 | $53.3 萬 | 0.22% | +913+9.6% | 加碼 |
| CIBC Asset Management Inc | 10,324 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 10,007 | $51.2 萬 | 0.03% | +73+0.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,000 | $51.1 萬 | 0.03% | +5,100+104.1% | 加碼 |
| Keybank National Association | 9,914 | $50.7 萬 | 0.00% | −28−0.3% | 減碼 |
| Blossom Wealth Management | 9,874 | $50.5 萬 | 2.28% | +789+8.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,773 | $50.0 萬 | 0.03% | +10.0% | 加碼 |
| Teza Capital Management LLC | 9,753 | $49.9 萬 | 0.19% | −1,513−13.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,748 | $49.8 萬 | 0.06% | +10.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,672 | $49.5 萬 | 0.02% | −200−2.0% | 減碼 |
| Oak Thistle LLC | 9,626 | $49.2 萬 | 0.26% | +9,626 | 新進 |
| Meeder Asset Management Inc | 9,536 | $48.8 萬 | 0.02% | +9,536 | 新進 |
| EagleClaw Capital Managment, LLC | 9,512 | $48.6 萬 | 0.11% | −727−7.1% | 減碼 |
| Diversified, LLC | 9,478 | $48.5 萬 | 0.20% | −212−2.2% | 減碼 |
| Phoenix Holdings Ltd. | 9,421 | $48.4 萬 | 0.01% | −2,030−17.7% | 減碼 |
| Blume Capital Management, Inc. | 9,310 | $47.6 萬 | 0.16% | −390−4.0% | 減碼 |
| RTD Financial Advisors, Inc. | 9,103 | $46.5 萬 | 0.06% | 00.0% | 不變 |
| Marcum Wealth, LLC | 9,072 | $46.4 萬 | 0.06% | 00.0% | 不變 |
| Levy Wealth Management Group, LLC | 9,039 | $46.2 萬 | 0.19% | +10.0% | 加碼 |
| Avantax Advisory Services, Inc. | 9,016 | $46.0 萬 | 0.01% | +222+2.5% | 加碼 |
| HB Wealth Management, LLC | 8,950 | $45.8 萬 | 0.01% | +66+0.7% | 加碼 |
| Central Trust Co | 8,889 | $45.5 萬 | 0.01% | −700−7.3% | 減碼 |
| Sigma Planning Corp | 8,814 | $45.1 萬 | 0.01% | −2,032−18.7% | 減碼 |
| Tower Wealth Partners, Inc. | 8,824 | $45.1 萬 | 0.49% | −290−3.2% | 減碼 |
| Foundations Investment Advisors, LLC | 9,050 | $45.1 萬 | 0.02% | −46−0.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 8,769 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 8,675 | $44.4 萬 | 0.01% | +750+9.5% | 加碼 |
| Axxcess Wealth Management, LLC | 8,646 | $44.2 萬 | 0.04% | −1,749−16.8% | 減碼 |
| Barrett Asset Management, LLC | 8,424 | $43.0 萬 | 0.02% | −1,250−12.9% | 減碼 |
| Apollon Wealth Management, LLC | 8,302 | $42.4 萬 | 0.03% | +11+0.1% | 加碼 |
| Gamble Jones Investment Counsel | 8,168 | $41.8 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 8,091 | $41.4 萬 | 0.03% | −29−0.4% | 減碼 |
| Girard Partners Ltd. | 8,093 | $41.3 萬 | 0.05% | −166−2.0% | 減碼 |
| HBK Sorce Advisory LLC | 8,077 | $41.3 萬 | 0.02% | −44−0.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $40.9 萬 | 0.00% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 7,893 | $40.4 萬 | 0.02% | −818−9.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,850 | $40.1 萬 | 0.01% | +7,850 | 新進 |
| Wetherby Asset Management Inc | 7,807 | $39.9 萬 | 0.02% | +530+7.3% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $39.8 萬 | 0.11% | 00.0% | 不變 |
| First Affirmative Financial Network | 7,729 | $39.5 萬 | 0.38% | +154+2.0% | 加碼 |
| Anchor Investment Management, LLC | 7,646 | $39.1 萬 | 0.05% | +1,550+25.4% | 加碼 |
| Wealth Effects LLC | 7,583 | $38.8 萬 | 0.18% | +10.0% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $38.5 萬 | 0.01% | −2,025−21.2% | 減碼 |
| Dearborn Partners LLC | 7,497 | $38.3 萬 | 0.01% | +10+0.1% | 加碼 |
| Northstar Asset Management LLC | 7,385 | $37.8 萬 | 0.10% | 00.0% | 不變 |
| Kingfisher Capital LLC | 7,366 | $37.7 萬 | 0.10% | −111−1.5% | 減碼 |
| Raymond James Trust N.A. | 7,324 | $37.4 萬 | 0.01% | −413−5.3% | 減碼 |
| CCG Wealth Management, LLC | 7,252 | $37.1 萬 | 0.18% | +7,252 | 新進 |
| BBR Partners, LLC | 7,141 | $36.5 萬 | 0.03% | 00.0% | 不變 |
| Zimmermann Investment Management & Planning LLC | 7,051 | $36.1 萬 | 0.21% | +7,051 | 新進 |
| Providence Wealth Advisors, LLC | 6,835 | $35.9 萬 | 0.23% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 6,992 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 6,966 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 6,855 | $35.0 萬 | 0.02% | +2,552+59.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,689 | $34.2 萬 | 0.00% | −946−12.4% | 減碼 |
| Capital CS Group, LLC | 6,673 | $34.1 萬 | 0.30% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 6,641 | $34.0 萬 | 0.02% | −3,190−32.4% | 減碼 |