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。
2023 年第 1 季 13F 持有人
Essential Utilities, Inc. 在 2023/3/31 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
- 650
- 較 2022 年第 4 季 +7 家
- 持有股數
- 1.91 億
- 較 2022 年第 4 季 −63.9 萬 (−0.3%)
- 總市值
- $83.3 億
- 較 2022 年第 4 季 −$7.92 億 (−8.7%)
- 新進機構
- 65
- 另有 213 家加碼
- 清倉機構
- 58
- 另有 223 家減碼
另有 14 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 5,866 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Stillwater Capital Advisors, LLC | 5,879 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 5,898 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 5,930 | $25.9 萬 | 0.23% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,943 | $25.9 萬 | 0.03% | −27,525−82.2% | 減碼 |
| Meridian Wealth Partners, LLC | 5,967 | $26.0 萬 | 0.06% | +55+0.9% | 加碼 |
| Davy Global Fund Management Ltd | 6,015 | $26.3 萬 | 0.05% | +1,126+23.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,039 | $26.4 萬 | 0.01% | +1,635+37.1% | 加碼 |
| StoneX Group Inc. | 6,086 | $26.6 萬 | 0.03% | +6,086 | 新進 |
| Fulcrum Equity Management | 6,106 | $26.7 萬 | 0.25% | +1,123+22.5% | 加碼 |
| Captrust Financial Advisors | 6,163 | $26.9 萬 | 0.00% | −2,531−29.1% | 減碼 |
| CWM, LLC | 6,208 | $27.1 萬 | 0.00% | +855+16.0% | 加碼 |
| Prio Wealth Limited Partnership | 6,232 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 6,234 | $27.2 萬 | 0.28% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 6,250 | $27.3 萬 | 0.06% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $27.3 萬 | 0.07% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 6,321 | $27.6 萬 | 0.04% | −1,325−17.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Charter Trust Co | 6,414 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 6,418 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 6,435 | $28.1 萬 | 0.02% | +448+7.5% | 加碼 |
| Advisors Capital Management, LLC | 6,477 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| First Affirmative Financial Network | 6,515 | $28.4 萬 | 0.33% | +37+0.6% | 加碼 |
| Dearborn Partners LLC | 6,538 | $28.5 萬 | 0.01% | +12+0.2% | 加碼 |
| Argent Trust Co | 6,550 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 6,715 | $28.9 萬 | 0.02% | +6,715 | 新進 |
| Capital CS Group, LLC | 6,673 | $29.1 萬 | 0.28% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 6,675 | $29.1 萬 | 0.04% | +39+0.6% | 加碼 |
| Pathstone Family Office, LLC | 6,699 | $29.2 萬 | 0.00% | −2,229−25.0% | 減碼 |
| Providence Wealth Advisors, LLC | 6,835 | $29.5 萬 | 0.22% | 00.0% | 不變 |
| Youngs Advisory Group, Inc. | 6,778 | $29.6 萬 | 0.17% | 00.0% | 不變 |
| Northstar Asset Management LLC | 6,835 | $29.8 萬 | 0.09% | −550−7.4% | 減碼 |
| Walleye Trading LLC | 6,839 | $29.9 萬 | 0.01% | +6,839 | 新進 |
| Quantamental Technologies LLC | 6,883 | $30.0 萬 | 0.16% | −3,668−34.8% | 減碼 |
| Petrus Trust Company, LTA | 6,938 | $30.3 萬 | 0.04% | +6,938 | 新進 |
| CCG Wealth Management, LLC | 7,034 | $30.7 萬 | 0.20% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 7,103 | $31.0 萬 | 0.05% | 00.0% | 不變 |
| Kula Investments, LLC | 7,112 | $31.0 萬 | 0.08% | +7,112 | 新進 |
| National Asset Management, Inc. | 7,121 | $31.1 萬 | 0.01% | +134+1.9% | 加碼 |
| Kennedy Investment Group | 7,200 | $31.4 萬 | 0.19% | +43+0.6% | 加碼 |
| Wealthstar Advisors, LLC | 7,331 | $32.0 萬 | 0.14% | +10.0% | 加碼 |
| Natixis Investment Managers International | 7,373 | $32.2 萬 | 0.02% | −3,818−34.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 7,420 | $32.3 萬 | 0.00% | −450−5.7% | 減碼 |
| Commerce Bank | 7,441 | $32.5 萬 | 0.00% | +560+8.1% | 加碼 |
| CAPROCK Group, Inc. | 7,450 | $32.5 萬 | 0.03% | −17−0.2% | 減碼 |
| Pinnacle Associates Ltd | 7,537 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 7,541 | $32.9 萬 | 0.01% | −644−7.9% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,579 | $33.0 萬 | 0.15% | +4+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 7,724 | $33.7 萬 | 0.02% | −481−5.9% | 減碼 |
| Tower Wealth Partners, Inc. | 7,740 | $33.8 萬 | 0.28% | −300−3.7% | 減碼 |
| Huntington National Bank | 7,774 | $33.9 萬 | 0.00% | −500−6.0% | 減碼 |
| HBK Sorce Advisory LLC | 7,843 | $34.2 萬 | 0.02% | −8,043−50.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,885 | $34.4 萬 | 0.01% | −61−0.8% | 減碼 |
| PEAK6 Investments LLC | 7,894 | $34.5 萬 | 0.02% | −546−6.5% | 減碼 |
| Humankind Investments LLC | 7,894 | $34.5 萬 | 0.14% | +117+1.5% | 加碼 |
| Johnson Investment Counsel Inc | 7,906 | $34.5 萬 | 0.00% | +58+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 7,942 | $34.7 萬 | 0.00% | +1,354+20.6% | 加碼 |
| Conestoga Capital Advisors, LLC | 8,037 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| MQS Management LLC | 8,090 | $35.3 萬 | 0.23% | +8,090 | 新進 |
| Meeder Advisory Services, Inc. | 8,142 | $35.5 萬 | 0.04% | −3,344−29.1% | 減碼 |
| Girard Partners Ltd. | 8,151 | $35.6 萬 | 0.04% | −333−3.9% | 減碼 |
| Profund Advisors LLC | 8,192 | $35.8 萬 | 0.02% | −9,402−53.4% | 減碼 |
| Phoenix Holdings Ltd. | 8,403 | $35.9 萬 | 0.01% | +1,130+15.5% | 加碼 |
| Rockland Trust Co | 8,225 | $35.9 萬 | 0.02% | −500−5.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 8,253 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| EagleClaw Capital Managment, LLC | 8,302 | $36.2 萬 | 0.09% | −500−5.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,361 | $36.5 萬 | 0.01% | −8,142−49.3% | 減碼 |
| Aaron Wealth Advisors | 8,388 | $36.6 萬 | 0.05% | +14+0.2% | 加碼 |
| Wetherby Asset Management Inc | 8,407 | $36.7 萬 | 0.02% | +1,468+21.2% | 加碼 |
| Alps Advisors Inc | 8,481 | $37.0 萬 | 0.00% | +936+12.4% | 加碼 |
| Central Trust Co | 8,639 | $37.7 萬 | 0.01% | −250−2.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 8,669 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Teza Capital Management LLC | 8,714 | $38.0 萬 | 0.08% | +8,714 | 新進 |
| Orion Portfolio Solutions, LLC | 8,950 | $39.1 萬 | 0.01% | +2,270+34.0% | 加碼 |
| Brinker Capital Investments, LLC | 8,950 | $39.1 萬 | 0.01% | +8,950 | 新進 |
| Foundations Investment Advisors, LLC | 9,054 | $39.5 萬 | 0.01% | −15−0.2% | 減碼 |
| Marcum Wealth, LLC | 9,076 | $39.6 萬 | 0.05% | −23−0.3% | 減碼 |
| Banque Cantonale Vaudoise | 9,088 | $39.7 萬 | 0.02% | −1,172−11.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,138 | $39.9 萬 | 0.05% | −1,300−12.5% | 減碼 |
| United Capital Financial Advisers, LLC | 9,306 | $40.6 萬 | 0.00% | −4,481−32.5% | 減碼 |
| Metis Global Partners, LLC | 9,432 | $41.2 萬 | 0.03% | +3,694+64.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,499 | $41.5 萬 | 0.02% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 9,510 | $41.5 萬 | 0.00% | +1,852+24.2% | 加碼 |
| Keybank National Association | 9,588 | $41.9 萬 | 0.00% | −131−1.3% | 減碼 |
| Sigma Planning Corp | 9,860 | $43.0 萬 | 0.01% | −1,758−15.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,005 | $43.7 萬 | 0.07% | −30.0% | 減碼 |
| RSM US Wealth Management LLC | 10,106 | $44.1 萬 | 0.02% | +10,106 | 新進 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 10,248 | $44.7 萬 | 0.01% | +1,175+13.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,291 | $44.9 萬 | 0.03% | +513+5.2% | 加碼 |
| Cerity Partners LLC | 10,459 | $45.6 萬 | 0.00% | +10,459 | 新進 |
| Stony Point Wealth Management Inc. | 10,533 | $46.0 萬 | 0.24% | +10,533 | 新進 |
| Advisory Services Network, LLC | 10,598 | $46.3 萬 | 0.01% | +15+0.1% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $46.5 萬 | 0.23% | −187−1.7% | 減碼 |
| Welch & Forbes LLC | 10,687 | $46.6 萬 | 0.01% | −1,000−8.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 10,752 | $46.9 萬 | 0.15% | +10,752 | 新進 |
| TrinityPoint Wealth, LLC | 10,770 | $47.0 萬 | 0.10% | +10.0% | 加碼 |
| BKD Wealth Advisors, LLC | 10,801 | $47.1 萬 | 0.02% | 00.0% | 不變 |
| Tiaa, FSB | 10,802 | $47.2 萬 | 0.00% | −191−1.7% | 減碼 |