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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 8,000 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 7,893 | $32.7 萬 | 0.02% | 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 |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $32.2 萬 | 0.10% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 7,760 | $32.1 萬 | 0.02% | −390−4.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,730 | $32.0 萬 | 0.00% | +1,540+24.9% | 加碼 |
| Youngs Advisory Group, Inc. | 7,708 | $31.9 萬 | 0.21% | −4,145−35.0% | 減碼 |
| Anchor Investment Management, LLC | 7,646 | $31.6 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 7,537 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Dearborn Partners LLC | 7,516 | $31.1 萬 | 0.01% | +9+0.1% | 加碼 |
| Ethic Inc. | 7,497 | $31.0 萬 | 0.02% | +2,691+56.0% | 加碼 |
| Versor Investments LP | 7,432 | $30.8 萬 | 0.02% | +7,432 | 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 |
| Wealthstar Advisors, LLC | 7,330 | $30.4 萬 | 0.14% | +7,330 | 新進 |
| 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 |
| CAPROCK Group, Inc. | 7,262 | $30.1 萬 | 0.03% | +446+6.5% | 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 |
| 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 |
| Joel Isaacson & Co., LLC | 7,008 | $29.0 萬 | 0.03% | 00.0% | 不變 |
| Humankind Investments LLC | 6,993 | $28.9 萬 | 0.14% | +437+6.7% | 加碼 |
| Maryland Capital Management | 6,951 | $28.8 萬 | 0.02% | +6,951 | 新進 |
| Schroder Investment Management Group | 6,859 | $28.4 萬 | 0.00% | −3,336−32.7% | 減碼 |
| PDT Partners, LLC | 6,779 | $28.1 萬 | 0.04% | +6,779 | 新進 |
| Alps Advisors Inc | 6,753 | $27.9 萬 | 0.00% | −6,189−47.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,700 | $27.7 萬 | 0.02% | −180−2.6% | 減碼 |
| Capital CS Group, LLC | 6,673 | $27.6 萬 | 0.31% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 6,648 | $27.5 萬 | 0.00% | +138+2.1% | 加碼 |
| Charter Oak Capital Management, LLC | 6,609 | $27.4 萬 | 0.04% | −220−3.2% | 減碼 |
| Meridian Wealth Partners, LLC | 6,580 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Argent Trust Co | 6,550 | $27.1 萬 | 0.02% | +375+6.1% | 加碼 |
| Commerce Bank | 6,431 | $26.6 萬 | 0.00% | −117−1.8% | 減碼 |
| Cannell Peter B & Co Inc | 6,400 | $26.5 萬 | 0.01% | −400−5.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 6,250 | $25.9 萬 | 0.07% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 6,258 | $25.9 萬 | 0.02% | +787+14.4% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 6,234 | $25.8 萬 | 0.31% | 00.0% | 不變 |
| Conestoga Capital Advisors, LLC | 6,237 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Planning Directions Inc | 6,234 | $25.8 萬 | 0.21% | +26+0.4% | 加碼 |
| Prio Wealth Limited Partnership | 6,232 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 6,112 | $25.3 萬 | 0.00% | −85−1.4% | 減碼 |
| Fulton Bank, N.A. | 6,132 | $25.3 萬 | 0.02% | +223+3.8% | 加碼 |
| Charter Trust Co | 6,054 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 6,048 | $25.0 萬 | 0.00% | +6,048 | 新進 |
| Dorsey & Whitney Trust CO LLC | 6,012 | $24.9 萬 | 0.03% | +57+1.0% | 加碼 |
| Blair William & Co | 5,950 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 5,930 | $24.5 萬 | 0.25% | 00.0% | 不變 |
| Raymond James Trust N.A. | 5,875 | $24.3 萬 | 0.01% | −19−0.3% | 減碼 |
| Stillwater Capital Advisors, LLC | 5,879 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,866 | $24.3 萬 | 0.04% | +832+16.5% | 加碼 |
| Oppenheimer & Co Inc | 5,840 | $24.2 萬 | 0.01% | −8,700−59.8% | 減碼 |
| Private Trust Co NA | 5,858 | $24.2 萬 | 0.04% | +178+3.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,763 | $23.9 萬 | 0.01% | −336−5.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,749 | $23.8 萬 | 0.02% | +932+19.3% | 加碼 |
| Bigelow Investment Advisors, LLC | 5,714 | $23.6 萬 | 0.14% | −300−5.0% | 減碼 |
| Capula Management Ltd | 5,710 | $23.6 萬 | 0.03% | +5,710 | 新進 |
| Holocene Advisors, LP | 5,657 | $23.4 萬 | 0.00% | −40,841−87.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 5,650 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| First American Bank | 5,560 | $23.0 萬 | 0.02% | −732−11.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $22.9 萬 | 0.07% | 00.0% | 不變 |
| Virtu Financial LLC | 5,530 | $22.9 萬 | 0.02% | +5,530 | 新進 |
| Glenview Trust Co | 5,392 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 5,398 | $22.3 萬 | 0.01% | +5,398 | 新進 |
| Accel Wealth Management | 5,077 | $22.2 萬 | 0.12% | +20+0.4% | 加碼 |
| Brown Miller Wealth Management, LLC | 5,273 | $21.8 萬 | 0.15% | +5+0.1% | 加碼 |
| Centaurus Financial, Inc. | 5,246 | $21.7 萬 | 0.02% | +376+7.7% | 加碼 |
| Oak Thistle LLC | 5,245 | $21.7 萬 | 0.78% | +5,245 | 新進 |
| Univest Financial Corp | 5,179 | $21.4 萬 | 0.07% | 00.0% | 不變 |
| Resolution Capital Ltd | 5,110 | $21.1 萬 | 0.00% | +5,110 | 新進 |
| XTX Topco Ltd | 5,041 | $20.9 萬 | 0.05% | +5,041 | 新進 |
| Martingale Asset Management L P | 5,000 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Bluestein R H & Co | 5,000 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,000 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| Wade G W & Inc | 4,982 | $20.6 萬 | 0.01% | +10+0.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 4,889 | $20.2 萬 | 0.06% | −211−4.1% | 減碼 |
| Fox Run Management, L.L.C. | 4,872 | $20.2 萬 | 0.08% | +4,872 | 新進 |
| Leonteq Securities AG | 4,655 | $19.3 萬 | 0.01% | −1,293−21.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 4,293 | $17.8 萬 | 0.00% | +4,293 | 新進 |
| IFP Advisors, Inc | 3,368 | $17.3 萬 | 0.01% | +54+1.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 4,166 | $17.2 萬 | 0.04% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,930 | $16.3 萬 | 0.02% | +1,581+67.3% | 加碼 |
| Atlantic Trust, LLC | 3,830 | $15.8 萬 | 0.05% | +2,330+155.3% | 加碼 |
| CWM, LLC | 3,773 | $15.6 萬 | 0.00% | +215+6.0% | 加碼 |
| Paradigm Asset Management Co LLC | 3,700 | $15.3 萬 | 0.05% | −600−14.0% | 減碼 |
| Cary Street Partners Asset Management LLC | 3,641 | $15.1 萬 | 0.04% | +3,641 | 新進 |
| Ellis Investment Partners, LLC | 3,536 | $14.6 萬 | 0.04% | −677−16.1% | 減碼 |
| Truvestments Capital LLC | 3,525 | $14.6 萬 | 0.09% | +19+0.5% | 加碼 |
| Tompkins Financial Corp | 3,419 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,364 | $13.9 萬 | 0.03% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Kepos Capital LP | 3,182 | $13.2 萬 | 0.02% | +1,795+129.4% | 加碼 |
| Hanson & Doremus Investment Management | 3,142 | $13.0 萬 | 0.03% | 00.0% | 不變 |
| American Portfolios Advisors | 3,074 | $12.7 萬 | 0.01% | −542−15.0% | 減碼 |
| Washington Trust Co | 2,930 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Bank of New Hampshire | 2,875 | $11.9 萬 | 0.04% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,731 | $11.3 萬 | 0.00% | −37−1.3% | 減碼 |