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 4 季 13F 持有人
Essential Utilities, Inc. 在 2022/12/31 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
- 657
- 較 2022 年第 3 季 +28 家
- 持有股數
- 1.93 億
- 較 2022 年第 3 季 +460.6 萬 (+2.4%)
- 總市值
- $92.1 億
- 較 2022 年第 3 季 +$14.0 億 (+17.9%)
- 新進機構
- 99
- 另有 220 家加碼
- 清倉機構
- 71
- 另有 200 家減碼
另有 8 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 9,073 | $43.3 萬 | 0.01% | +67+0.7% | 加碼 |
| Marcum Wealth, LLC | 9,099 | $43.4 萬 | 0.06% | +24+0.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,499 | $45.4 萬 | 0.02% | −1,163−10.9% | 減碼 |
| Balentine LLC | 9,668 | $46.1 萬 | 0.02% | +9,668 | 新進 |
| Keybank National Association | 9,719 | $46.4 萬 | 0.00% | −250−2.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,778 | $46.7 萬 | 0.04% | +11+0.1% | 加碼 |
| Cascade Investment Group, Inc. | 9,880 | $47.2 萬 | 0.49% | +9,880 | 新進 |
| Duality Advisers, LP | 9,922 | $47.4 萬 | 0.05% | −66,192−87.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,008 | $47.8 萬 | 0.09% | +10,008 | 新進 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $48.7 萬 | 0.01% | +500+5.2% | 加碼 |
| Banque Cantonale Vaudoise | 10,260 | $49.0 萬 | 0.03% | +745+7.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,438 | $49.8 萬 | 0.07% | −499−4.6% | 減碼 |
| Blossom Wealth Management | 10,469 | $50.0 萬 | 2.41% | +50+0.5% | 加碼 |
| Quantamental Technologies LLC | 10,551 | $50.4 萬 | 0.23% | +191+1.8% | 加碼 |
| Advisory Services Network, LLC | 10,583 | $50.5 萬 | 0.02% | −351−3.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $51.1 萬 | 0.00% | +169+1.6% | 加碼 |
| TrinityPoint Wealth, LLC | 10,769 | $51.4 萬 | 0.12% | −40.0% | 減碼 |
| BKD Wealth Advisors, LLC | 10,801 | $51.6 萬 | 0.02% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,843 | $51.8 萬 | 0.27% | −121−1.1% | 減碼 |
| Tiaa, FSB | 10,993 | $52.5 萬 | 0.00% | −43−0.4% | 減碼 |
| Natixis Investment Managers International | 11,191 | $53.4 萬 | 0.04% | +882+8.6% | 加碼 |
| O'Brien Greene & Co. Inc | 11,214 | $53.5 萬 | 0.20% | −34,428−75.4% | 減碼 |
| Wealth Effects LLC | 11,382 | $54.3 萬 | 0.31% | 00.0% | 不變 |
| American Century Companies Inc | 11,452 | $54.7 萬 | 0.00% | −472−4.0% | 減碼 |
| Meeder Advisory Services, Inc. | 11,486 | $54.8 萬 | 0.07% | +11,486 | 新進 |
| W.H. Cornerstone Investments Inc. | 11,265 | $55.0 萬 | 0.52% | +22+0.2% | 加碼 |
| Sigma Planning Corp | 11,618 | $55.5 萬 | 0.02% | +368+3.3% | 加碼 |
| Welch & Forbes LLC | 11,687 | $55.8 萬 | 0.01% | 00.0% | 不變 |
| Shelton Capital Management | 11,853 | $56.6 萬 | 0.06% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 11,940 | $57.0 萬 | 0.12% | −400−3.2% | 減碼 |
| Penserra Capital Management LLC | 12,132 | $57.9 萬 | 0.01% | +12,132 | 新進 |
| Exchange Traded Concepts, LLC | 12,352 | $59.0 萬 | 0.02% | +335+2.8% | 加碼 |
| Moors & Cabot, Inc. | 12,664 | $60.4 萬 | 0.04% | 00.0% | 不變 |
| Ethic Inc. | 12,715 | $60.7 萬 | 0.03% | +5,218+69.6% | 加碼 |
| Rockefeller Capital Management L.P. | 12,762 | $60.9 萬 | 0.00% | −8,578−40.2% | 減碼 |
| Illinois Municipal Retirement Fund | 12,828 | $61.2 萬 | 0.01% | 00.0% | 不變 |
| Spinnaker Trust | 12,954 | $61.8 萬 | 0.05% | −215−1.6% | 減碼 |
| SS&H Financial Advisors, Inc. | 13,074 | $62.4 萬 | 0.30% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 13,146 | $62.7 萬 | 0.01% | +157+1.2% | 加碼 |
| Schroder Investment Management Group | 13,284 | $63.4 萬 | 0.00% | +6,425+93.7% | 加碼 |
| United Capital Financial Advisers, LLC | 13,787 | $65.8 萬 | 0.00% | −546−3.8% | 減碼 |
| Vestcor Inc | 13,941 | $66.5 萬 | 0.02% | +50+0.4% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $66.8 萬 | 0.47% | 00.0% | 不變 |
| Diversified, LLC | 14,353 | $68.5 萬 | 0.27% | +5,173+56.4% | 加碼 |
| KBC Group NV | 14,413 | $68.8 萬 | 0.00% | −5,818−28.8% | 減碼 |
| Resurgent Financial Advisors LLC | 14,543 | $69.4 萬 | 0.37% | −89−0.6% | 減碼 |
| Philadelphia Trust Co | 14,699 | $70.2 萬 | 0.08% | −1,196−7.5% | 減碼 |
| CIBC Asset Management Inc | 14,819 | $70.7 萬 | 0.00% | −4,701−24.1% | 減碼 |
| Good Life Advisors, LLC | 14,909 | $71.2 萬 | 0.10% | +10+0.1% | 加碼 |
| Ossiam | 14,943 | $71.3 萬 | 0.02% | −690−4.4% | 減碼 |
| Clean Yield Group | 14,950 | $71.4 萬 | 0.31% | −376−2.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 14,995 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 15,463 | $73.8 萬 | 0.53% | 00.0% | 不變 |
| Intech Investment Management LLC | 15,499 | $74.0 萬 | 0.01% | +793+5.4% | 加碼 |
| First Pacific Financial | 15,829 | $75.6 萬 | 0.37% | +431+2.8% | 加碼 |
| HBK Sorce Advisory LLC | 15,886 | $75.8 萬 | 0.02% | +8,126+104.7% | 加碼 |
| Belpointe Asset Management LLC | 15,918 | $76.0 萬 | 0.05% | +747+4.9% | 加碼 |
| Rowland & Co Investment Counsel | 16,150 | $77.8 萬 | 0.19% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 16,503 | $78.8 萬 | 0.01% | +4,644+39.2% | 加碼 |
| Gotham Asset Management, LLC | 16,578 | $79.1 萬 | 0.02% | −24,000−59.1% | 減碼 |
| First Republic Investment Management, Inc. | 16,660 | $79.5 萬 | 0.00% | +10,012+150.6% | 加碼 |
| HSBC Holdings PLC | 16,688 | $79.7 萬 | 0.00% | −48,966−74.6% | 減碼 |
| Ninepoint Partners LP | 16,826 | $80.3 萬 | 0.11% | +16,826 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $81.8 萬 | 0.02% | +2,420+16.4% | 加碼 |
| Smithfield Trust Co | 17,269 | $82.4 萬 | 0.06% | 00.0% | 不變 |
| CenterBook Partners LP | 17,306 | $82.6 萬 | 0.14% | −9,150−34.6% | 減碼 |
| Fiduciary Trust Co | 17,361 | $82.9 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 17,594 | $84.0 萬 | 0.05% | −1,150−6.1% | 減碼 |
| Westpac Banking Corp | 17,600 | $84.0 萬 | 0.01% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 17,734 | $84.6 萬 | 0.00% | −1,450−7.6% | 減碼 |
| Colony Family Offices, LLC | 18,735 | $89.4 萬 | 0.37% | +100+0.5% | 加碼 |
| Cetera Investment Advisers | 18,857 | $90.0 萬 | 0.01% | +7,847+71.3% | 加碼 |
| Shell Asset Management Co | 19,034 | $90.8 萬 | 0.04% | 00.0% | 不變 |
| TD Asset Management Inc | 19,071 | $91.0 萬 | 0.00% | +700+3.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $91.4 萬 | 0.16% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 19,187 | $91.6 萬 | 0.03% | +489+2.6% | 加碼 |
| Liberty One Investment Management, LLC | 19,205 | $91.7 萬 | 0.13% | −1,020−5.0% | 減碼 |
| Tower Bridge Advisors | 19,348 | $92.3 萬 | 0.08% | −400−2.0% | 減碼 |
| Mitchell Sinkler & Starr | 19,580 | $93.5 萬 | 0.30% | +1,700+9.5% | 加碼 |
| Key Financial Inc | 22,934 | $94.9 萬 | 0.45% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 19,968 | $95.3 萬 | 0.02% | −28−0.1% | 減碼 |
| Public Sector Pension Investment Board | 20,140 | $96.1 萬 | 0.01% | +2,340+13.1% | 加碼 |
| Sonen Capital LLC | 20,367 | $97.2 萬 | 1.59% | +626+3.2% | 加碼 |
| Advisors Asset Management, Inc. | 21,452 | $98.0 萬 | 0.02% | +5,297+32.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 20,649 | $98.6 萬 | 0.00% | +442+2.2% | 加碼 |
| Rodgers Brothers Inc. | 20,788 | $99.2 萬 | 0.20% | −2,300−10.0% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 20,893 | $99.7 萬 | 0.33% | −407−1.9% | 減碼 |
| Bernardo Wealth Planning LLC | 20,895 | $99.7 萬 | 0.47% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 21,144 | $100.9 萬 | 0.06% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 21,295 | $101.6 萬 | 0.28% | −758−3.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 21,297 | $101.7 萬 | 0.02% | −821−3.7% | 減碼 |
| Pathway Financial Advisers, LLC | 21,301 | $101.7 萬 | 0.41% | +21,301 | 新進 |
| Crossmark Global Holdings, Inc. | 21,616 | $103.2 萬 | 0.03% | +183+0.9% | 加碼 |
| Swiss Life Asset Management Ltd | 21,553 | $103.2 萬 | 0.02% | +11,108+106.3% | 加碼 |
| British Columbia Investment Management Corp | 21,915 | $104.6 萬 | 0.01% | −2,635−10.7% | 減碼 |
| Securian Asset Management, Inc | 21,934 | $104.7 萬 | 0.03% | +158+0.7% | 加碼 |
| US Bancorp | 22,015 | $105.1 萬 | 0.00% | +1,253+6.0% | 加碼 |
| Arkadios Wealth Advisors | 22,047 | $105.2 萬 | 0.14% | −339−1.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,089 | $105.4 萬 | 0.03% | −12,354−35.9% | 減碼 |
| D.A. Davidson & Co. | 22,194 | $106.0 萬 | 0.01% | +40.0% | 加碼 |