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 2 季 13F 持有人
Essential Utilities, Inc. 在 2022/6/30 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
- 636
- 較 2022 年第 1 季 +7 家
- 持有股數
- 1.87 億
- 較 2022 年第 1 季 +702.3 萬 (+3.9%)
- 總市值
- $85.5 億
- 較 2022 年第 1 季 −$5.74 億 (−6.3%)
- 新進機構
- 68
- 另有 220 家加碼
- 清倉機構
- 61
- 另有 191 家減碼
另有 13 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Corbenic Partners LLC | 914 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Motco | 969 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 1,000 | $4.60 萬 | 0.02% | +300+42.9% | 加碼 |
| Private Capital Group, LLC | 1,031 | $4.70 萬 | 0.04% | −493−32.3% | 減碼 |
| Asset Dedication, LLC | 1,041 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 1,075 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| Arrow Financial Corp | 1,082 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| First Command Bank | 1,085 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 1,085 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,166 | $5.30 萬 | 0.01% | −1−0.1% | 減碼 |
| Birch Capital Management, LLC | 1,169 | $5.36 萬 | 0.04% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 1,223 | $5.60 萬 | 0.04% | +7+0.6% | 加碼 |
| Peoples Financial Services Corp. | 1,250 | $5.70 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,258 | $5.80 萬 | 0.01% | +2+0.2% | 加碼 |
| Cyrus J. Lawrence, LLC | 1,292 | $5.90 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,142 | $5.90 萬 | 0.00% | +1,142 | 新進 |
| Signaturefd, LLC | 1,310 | $6.00 萬 | 0.00% | −1,226−48.3% | 減碼 |
| Kepos Capital LP | 1,387 | $6.40 萬 | 0.01% | −2,224−61.6% | 減碼 |
| Brown Brothers Harriman & Co | 1,468 | $6.70 萬 | 0.00% | +1,000+213.7% | 加碼 |
| Parallel Advisors, LLC | 1,486 | $6.80 萬 | 0.00% | −107−6.7% | 減碼 |
| Endurance Wealth Management, Inc. | 1,500 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,500 | $6.90 萬 | 0.05% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,560 | $7.20 萬 | 0.01% | −1,560−50.0% | 減碼 |
| Old Second National Bank of Aurora | 1,600 | $7.30 萬 | 0.02% | 00.0% | 不變 |
| Bromfield Sneider Wealth Advisors | 1,657 | $7.60 萬 | 0.09% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 1,666 | $7.60 萬 | 0.02% | +1,666 | 新進 |
| PEAK6 Investments LLC | 1,690 | $7.70 萬 | 0.00% | +1,033+157.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $7.80 萬 | 0.04% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,767 | $8.10 萬 | 0.01% | +6+0.3% | 加碼 |
| Ci Investments Inc. | 1,780 | $8.20 萬 | 0.00% | −1,378−43.6% | 減碼 |
| Allworth Financial LP | 1,858 | $8.50 萬 | 0.00% | +8+0.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 1,864 | $8.50 萬 | 0.04% | +1,864 | 新進 |
| Trust Co of Vermont | 1,875 | $8.60 萬 | 0.01% | +1,875 | 新進 |
| Archer Investment Corp | 1,959 | $8.98 萬 | 0.04% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,900 | $9.00 萬 | 0.03% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,108 | $9.70 萬 | 0.01% | +2,108 | 新進 |
| Fifth Third Bancorp | 2,214 | $10.2 萬 | 0.00% | +1,846+501.6% | 加碼 |
| Montag A & Associates Inc | 2,300 | $10.5 萬 | 0.01% | −500−17.9% | 減碼 |
| Clearstead Advisors, LLC | 2,317 | $10.6 萬 | 0.01% | +14+0.6% | 加碼 |
| Addison Advisors LLC | 2,313 | $10.6 萬 | 0.06% | +1,500+184.5% | 加碼 |
| Quadrant Capital Group LLC | 2,349 | $10.8 萬 | 0.01% | −144−5.8% | 減碼 |
| Citizens National Bank Trust Department | 2,450 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,492 | $11.4 萬 | 0.03% | −319−11.3% | 減碼 |
| Hudock, Inc. | 2,501 | $11.4 萬 | 0.04% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 2,543 | $11.7 萬 | 0.06% | +2,543 | 新進 |
| TD Private Client Wealth LLC | 2,703 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,768 | $12.7 萬 | 0.00% | +37+1.4% | 加碼 |
| Bartlett & Co. LLC | 2,768 | $12.7 萬 | 0.00% | +37+1.4% | 加碼 |
| Bank of New Hampshire | 2,875 | $13.2 萬 | 0.04% | 00.0% | 不變 |
| Washington Trust Co | 2,930 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| National Bank of Canada | 3,141 | $14.4 萬 | 0.00% | −445−12.4% | 減碼 |
| Hanson & Doremus Investment Management | 3,142 | $14.4 萬 | 0.04% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 3,346 | $15.3 萬 | 0.01% | +3,346 | 新進 |
| Dividend Assets Capital, LLC | 3,364 | $15.4 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 3,387 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 3,391 | $15.6 萬 | 0.01% | −1,363−28.7% | 減碼 |
| Tompkins Financial Corp | 3,419 | $15.7 萬 | 0.03% | 00.0% | 不變 |
| Truvestments Capital LLC | 3,506 | $16.1 萬 | 0.09% | +3,506 | 新進 |
| CWM, LLC | 3,558 | $16.3 萬 | 0.00% | +2,773+353.2% | 加碼 |
| American Portfolios Advisors | 3,616 | $16.6 萬 | 0.01% | −542−13.0% | 減碼 |
| IFP Advisors, Inc | 3,314 | $17.1 萬 | 0.01% | −1,689−33.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 4,166 | $19.1 萬 | 0.02% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,213 | $19.3 萬 | 0.05% | +54+1.3% | 加碼 |
| Paradigm Asset Management Co LLC | 4,300 | $19.7 萬 | 0.06% | +4,300 | 新進 |
| AlphaCrest Capital Management LLC | 4,375 | $20.1 萬 | 0.01% | −2,266−34.1% | 減碼 |
| Main Street Financial Solutions, LLC | 4,402 | $20.2 萬 | 0.03% | +4,402 | 新進 |
| Davis R M Inc | 4,433 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 4,293 | $20.4 萬 | 0.02% | −2,562−37.4% | 減碼 |
| Advisor Partners LLC | 4,463 | $20.5 萬 | 0.01% | +134+3.1% | 加碼 |
| Hightower 6M Holding, LLC | 4,507 | $20.7 萬 | 0.02% | +4,507 | 新進 |
| Murphy Capital Management Inc | 4,577 | $20.9 萬 | 0.03% | −300−6.2% | 減碼 |
| Gateway Investment Advisers LLC | 4,590 | $21.0 萬 | 0.00% | −1,641−26.3% | 減碼 |
| Howland Capital Management LLC | 4,595 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 4,648 | $21.3 萬 | 0.01% | −301−6.1% | 減碼 |
| Jupiter Asset Management Ltd | 4,746 | $21.8 萬 | 0.00% | −2,246−32.1% | 減碼 |
| Cape Cod Five Cents Savings Bank | 4,750 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| Ethic Inc. | 4,806 | $22.0 萬 | 0.02% | +118+2.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 4,817 | $22.1 萬 | 0.02% | +444+10.2% | 加碼 |
| Colony Group LLC | 4,838 | $22.2 萬 | 0.00% | −415−7.9% | 減碼 |
| Centaurus Financial, Inc. | 4,870 | $22.3 萬 | 0.02% | −5−0.1% | 減碼 |
| Wade G W & Inc | 4,972 | $22.8 萬 | 0.01% | +100+2.1% | 加碼 |
| Bluestein R H & Co | 5,000 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,000 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Martingale Asset Management L P | 5,000 | $23.0 萬 | 0.00% | −500−9.1% | 減碼 |
| Nations Financial Group Inc, | 5,034 | $23.1 萬 | 0.03% | +15+0.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,100 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Neo Ivy Capital Management | 5,092 | $23.3 萬 | 0.62% | +5,092 | 新進 |
| Univest Financial Corp | 5,179 | $23.7 萬 | 0.08% | −457−8.1% | 減碼 |
| Accel Wealth Management | 5,057 | $24.0 萬 | 0.14% | +19+0.4% | 加碼 |
| Brown Miller Wealth Management, LLC | 5,268 | $24.1 萬 | 0.16% | +5+0.1% | 加碼 |
| Pacer Advisors, Inc. | 5,289 | $24.3 萬 | 0.00% | +5,289 | 新進 |
| Glenview Trust Co | 5,392 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 5,471 | $25.1 萬 | 0.02% | −2,336−29.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 5,200 | $25.6 萬 | 0.25% | −600−10.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 5,650 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 5,680 | $26.0 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Advisors Asset Management, LLC | 5,825 | $26.7 萬 | 0.19% | +5,825 | 新進 |
| Coho Partners, Ltd. | 5,840 | $26.8 萬 | 0.00% | 00.0% | 不變 |