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 3 季 13F 持有人
Essential Utilities, Inc. 在 2022/9/30 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
- 637
- 較 2022 年第 2 季 +9 家
- 持有股數
- 1.89 億
- 較 2022 年第 2 季 +228.3 萬 (+1.2%)
- 總市值
- $78.2 億
- 較 2022 年第 2 季 −$7.30 億 (−8.5%)
- 新進機構
- 64
- 另有 246 家加碼
- 清倉機構
- 55
- 另有 175 家減碼
另有 8 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 6,400 | $26.5 萬 | 0.01% | −400−5.9% | 減碼 |
| Commerce Bank | 6,431 | $26.6 萬 | 0.00% | −117−1.8% | 減碼 |
| Argent Trust Co | 6,550 | $27.1 萬 | 0.02% | +375+6.1% | 加碼 |
| Meridian Wealth Partners, LLC | 6,580 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 6,609 | $27.4 萬 | 0.04% | −220−3.2% | 減碼 |
| First Republic Investment Management, Inc. | 6,648 | $27.5 萬 | 0.00% | +138+2.1% | 加碼 |
| Capital CS Group, LLC | 6,673 | $27.6 萬 | 0.31% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 6,700 | $27.7 萬 | 0.02% | −180−2.6% | 減碼 |
| Alps Advisors Inc | 6,753 | $27.9 萬 | 0.00% | −6,189−47.8% | 減碼 |
| PDT Partners, LLC | 6,779 | $28.1 萬 | 0.04% | +6,779 | 新進 |
| Schroder Investment Management Group | 6,859 | $28.4 萬 | 0.00% | −3,336−32.7% | 減碼 |
| Maryland Capital Management | 6,951 | $28.8 萬 | 0.02% | +6,951 | 新進 |
| Humankind Investments LLC | 6,993 | $28.9 萬 | 0.14% | +437+6.7% | 加碼 |
| Joel Isaacson & Co., LLC | 7,008 | $29.0 萬 | 0.03% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 7,034 | $29.1 萬 | 0.18% | −218−3.0% | 減碼 |
| Kingfisher Capital LLC | 7,038 | $29.1 萬 | 0.08% | +41+0.6% | 加碼 |
| RTD Financial Advisors, Inc. | 7,103 | $29.4 萬 | 0.05% | −2,000−22.0% | 減碼 |
| First Affirmative Financial Network | 7,110 | $29.4 萬 | 0.37% | −411−5.5% | 減碼 |
| CAPROCK Group, Inc. | 7,262 | $30.1 萬 | 0.03% | +446+6.5% | 加碼 |
| Providence Wealth Advisors, LLC | 6,835 | $30.3 萬 | 0.23% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,487 | $30.3 萬 | 0.01% | +10+0.2% | 加碼 |
| Wealthstar Advisors, LLC | 7,330 | $30.4 萬 | 0.14% | +7,330 | 新進 |
| Northstar Asset Management LLC | 7,385 | $30.6 萬 | 0.10% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 7,390 | $30.6 萬 | 0.02% | +7,390 | 新進 |
| Versor Investments LP | 7,432 | $30.8 萬 | 0.02% | +7,432 | 新進 |
| Ethic Inc. | 7,497 | $31.0 萬 | 0.02% | +2,691+56.0% | 加碼 |
| Dearborn Partners LLC | 7,516 | $31.1 萬 | 0.01% | +9+0.1% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 7,646 | $31.6 萬 | 0.05% | 00.0% | 不變 |
| Youngs Advisory Group, Inc. | 7,708 | $31.9 萬 | 0.21% | −4,145−35.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,730 | $32.0 萬 | 0.00% | +1,540+24.9% | 加碼 |
| HBK Sorce Advisory LLC | 7,760 | $32.1 萬 | 0.02% | −390−4.8% | 減碼 |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $32.2 萬 | 0.10% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 7,871 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,844 | $32.5 萬 | 0.00% | +982+14.3% | 加碼 |
| Birch Hill Investment Advisors LLC | 7,893 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 7,798 | $33.3 萬 | 0.01% | −912−10.5% | 減碼 |
| Girard Partners Ltd. | 8,135 | $33.6 萬 | 0.04% | +35+0.4% | 加碼 |
| Gamble Jones Investment Counsel | 8,168 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 8,157 | $33.8 萬 | 0.01% | +8,157 | 新進 |
| Beacon Pointe Advisors, LLC | 8,182 | $34.1 萬 | 0.01% | +18+0.2% | 加碼 |
| Captrust Financial Advisors | 8,420 | $34.8 萬 | 0.00% | +335+4.1% | 加碼 |
| Apollon Wealth Management, LLC | 8,463 | $35.0 萬 | 0.03% | +22+0.3% | 加碼 |
| Teza Capital Management LLC | 8,469 | $35.0 萬 | 0.07% | +8,469 | 新進 |
| Fort Washington Investment Advisors Inc | 8,669 | $35.9 萬 | 0.00% | −100−1.1% | 減碼 |
| Assenagon Asset Management S.A. | 8,682 | $35.9 萬 | 0.00% | +8,682 | 新進 |
| EagleClaw Capital Managment, LLC | 8,802 | $36.4 萬 | 0.10% | −460−5.0% | 減碼 |
| Blume Capital Management, Inc. | 8,810 | $36.5 萬 | 0.14% | −500−5.4% | 減碼 |
| Point72 Hong Kong Ltd | 8,850 | $36.6 萬 | 0.02% | +8,850 | 新進 |
| Central Trust Co | 8,889 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 8,901 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| Rockland Trust Co | 8,926 | $37.0 萬 | 0.03% | −719−7.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,931 | $37.0 萬 | 0.01% | +272+3.1% | 加碼 |
| HB Wealth Management, LLC | 9,006 | $37.3 萬 | 0.01% | −26−0.3% | 減碼 |
| Levy Wealth Management Group, LLC | 9,041 | $37.4 萬 | 0.16% | +10.0% | 加碼 |
| Foundations Investment Advisors, LLC | 9,069 | $37.5 萬 | 0.02% | +19+0.2% | 加碼 |
| Marcum Wealth, LLC | 9,075 | $37.6 萬 | 0.06% | +30.0% | 加碼 |
| Diversified, LLC | 9,180 | $38.0 萬 | 0.19% | +6+0.1% | 加碼 |
| HRT Financial LP | 9,377 | $38.8 萬 | 0.00% | +9,377 | 新進 |
| Tower Wealth Partners, Inc. | 8,790 | $38.9 萬 | 0.37% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 9,515 | $39.4 萬 | 0.02% | +44+0.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 9,717 | $40.2 萬 | 0.00% | −2,990−23.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 9,705 | $40.2 萬 | 0.02% | +33+0.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,767 | $40.4 萬 | 0.03% | +11+0.1% | 加碼 |
| Keybank National Association | 9,969 | $41.3 萬 | 0.00% | +500+5.3% | 加碼 |
| Umb Bank N A | 10,159 | $42.0 萬 | 0.01% | −26,837−72.5% | 減碼 |
| Susquehanna International Group, LLP | 10,177 | $42.1 萬 | 0.00% | −9,754−48.9% | 減碼 |
| Natixis Investment Managers International | 10,309 | $42.6 萬 | 0.03% | 00.0% | 不變 |
| Aaron Wealth Advisors | 10,373 | $42.9 萬 | 0.08% | +150+1.5% | 加碼 |
| Quantamental Technologies LLC | 10,360 | $42.9 萬 | 0.17% | +10,360 | 新進 |
| Blossom Wealth Management | 10,419 | $43.1 萬 | 2.43% | +35+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 10,445 | $43.2 萬 | 0.01% | −6,526−38.5% | 減碼 |
| Huntington National Bank | 10,474 | $43.4 萬 | 0.00% | −1,779−14.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,531 | $43.6 萬 | 0.00% | −169−1.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,662 | $44.1 萬 | 0.02% | −267−2.4% | 減碼 |
| TrinityPoint Wealth, LLC | 10,773 | $44.6 萬 | 0.10% | +50.0% | 加碼 |
| BKD Wealth Advisors, LLC | 10,801 | $44.7 萬 | 0.02% | −10.0% | 減碼 |
| Advisory Services Network, LLC | 10,934 | $45.2 萬 | 0.02% | −95−0.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 10,937 | $45.3 萬 | 0.07% | +10.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 10,960 | $45.4 萬 | 0.05% | −11,950−52.2% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,964 | $45.4 萬 | 0.26% | −1,000−8.4% | 減碼 |
| Cetera Investment Advisers | 11,010 | $45.6 萬 | 0.01% | −7,530−40.6% | 減碼 |
| Tiaa, FSB | 11,036 | $45.7 萬 | 0.00% | +100+0.9% | 加碼 |
| W.H. Cornerstone Investments Inc. | 11,243 | $45.8 萬 | 0.48% | +11,243 | 新進 |
| Sigma Planning Corp | 11,250 | $46.6 萬 | 0.02% | +2,258+25.1% | 加碼 |
| Mirabella Financial Services LLP | 11,074 | $46.9 萬 | 0.05% | +739+7.2% | 加碼 |
| Wealth Effects LLC | 11,382 | $47.1 萬 | 0.29% | +10.0% | 加碼 |
| Welch & Forbes LLC | 11,687 | $48.4 萬 | 0.01% | −176−1.5% | 減碼 |
| Unigestion Holding SA | 11,570 | $49.0 萬 | 0.03% | −7,908−40.6% | 減碼 |
| Shelton Capital Management | 11,853 | $49.0 萬 | 0.02% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 11,859 | $49.1 萬 | 0.01% | −5,415−31.3% | 減碼 |
| American Century Companies Inc | 11,924 | $49.3 萬 | 0.00% | −2,471−17.2% | 減碼 |
| Exchange Traded Concepts, LLC | 12,017 | $49.7 萬 | 0.02% | −1,176−8.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,189 | $50.4 萬 | 0.01% | −4,471−26.8% | 減碼 |
| Institute for Wealth Management, LLC. | 12,340 | $51.1 萬 | 0.11% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,664 | $52.4 萬 | 0.04% | −838−6.2% | 減碼 |
| Toroso Investments, LLC | 12,690 | $52.5 萬 | 0.02% | +9,299+274.2% | 加碼 |
| Illinois Municipal Retirement Fund | 12,828 | $53.1 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 12,989 | $53.7 萬 | 0.01% | +3,943+43.6% | 加碼 |