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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 10,830 | $47.3 萬 | 0.05% | +10,830 | 新進 |
| O'Brien Greene & Co. Inc | 11,214 | $48.9 萬 | 0.18% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 11,290 | $49.3 萬 | 0.10% | −650−5.4% | 減碼 |
| W.H. Cornerstone Investments Inc. | 11,320 | $49.4 萬 | 0.45% | +55+0.5% | 加碼 |
| Diversified, LLC | 11,648 | $50.8 萬 | 0.18% | −2,705−18.8% | 減碼 |
| American Century Companies Inc | 11,877 | $51.1 萬 | 0.00% | +425+3.7% | 加碼 |
| Acrisure Capital Management, LLC | 11,790 | $51.5 萬 | 0.52% | +11,790 | 新進 |
| Shelton Capital Management | 11,853 | $51.7 萬 | 0.02% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 12,074 | $52.7 萬 | 0.24% | −1,000−7.6% | 減碼 |
| Blossom Wealth Management | 12,169 | $53.1 萬 | 2.16% | +1,700+16.2% | 加碼 |
| Raymond James Trust N.A. | 12,182 | $53.2 萬 | 0.02% | +6,323+107.9% | 加碼 |
| Wealth Effects LLC | 12,353 | $53.9 萬 | 0.28% | +971+8.5% | 加碼 |
| Moors & Cabot, Inc. | 12,388 | $54.1 萬 | 0.04% | −276−2.2% | 減碼 |
| Philadelphia Trust Co | 12,395 | $54.1 萬 | 0.06% | −2,304−15.7% | 減碼 |
| Bridgefront Capital, LLC | 12,404 | $54.1 萬 | 0.33% | +12,404 | 新進 |
| Echo Street Capital Management LLC | 12,562 | $54.8 萬 | 0.00% | +12,562 | 新進 |
| Illinois Municipal Retirement Fund | 12,828 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 12,844 | $56.1 萬 | 0.02% | +4,266+49.7% | 加碼 |
| Spinnaker Trust | 12,954 | $56.5 萬 | 0.04% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 13,100 | $57.2 萬 | 0.04% | +13,100 | 新進 |
| Janus Henderson Group PLC | 13,194 | $57.6 萬 | 0.00% | −11,809−47.2% | 減碼 |
| Avantax Advisory Services, Inc. | 13,230 | $57.7 萬 | 0.01% | +84+0.6% | 加碼 |
| Oppenheimer & Co Inc | 13,328 | $58.2 萬 | 0.01% | +4,478+50.6% | 加碼 |
| Exchange Traded Concepts, LLC | 13,715 | $59.9 萬 | 0.02% | +1,363+11.0% | 加碼 |
| Vestcor Inc | 13,941 | $60.9 萬 | 0.02% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $61.1 萬 | 0.40% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 14,200 | $62.0 萬 | 0.08% | +14,200 | 新進 |
| Banque Pictet & Cie SA | 14,333 | $62.6 萬 | 0.01% | −44,508−75.6% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $62.9 萬 | 0.42% | −130−0.9% | 減碼 |
| Levy Wealth Management Group, LLC | 14,504 | $63.3 萬 | 0.20% | +5,461+60.4% | 加碼 |
| Rockefeller Capital Management L.P. | 14,610 | $63.7 萬 | 0.00% | +1,848+14.5% | 加碼 |
| Voloridge Investment Management, LLC | 14,633 | $63.9 萬 | 0.00% | +14,633 | 新進 |
| Intech Investment Management LLC | 14,706 | $64.2 萬 | 0.01% | −793−5.1% | 減碼 |
| United Services Automobile Association | 14,793 | $64.6 萬 | 0.02% | −8,729−37.1% | 減碼 |
| Good Life Advisors, LLC | 14,922 | $65.1 萬 | 0.08% | +13+0.1% | 加碼 |
| Clean Yield Group | 14,950 | $65.3 萬 | 0.28% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 14,995 | $65.5 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 15,305 | $66.8 萬 | 0.00% | +486+3.3% | 加碼 |
| First Pacific Financial | 15,455 | $67.5 萬 | 0.31% | −374−2.4% | 減碼 |
| Loudon Investment Management, LLC | 15,463 | $67.5 萬 | 0.47% | 00.0% | 不變 |
| National Bank of Canada | 16,502 | $71.2 萬 | 0.00% | +13,597+468.1% | 加碼 |
| Belpointe Asset Management LLC | 16,329 | $71.3 萬 | 0.04% | +411+2.6% | 加碼 |
| Fiduciary Trust Co | 16,361 | $71.4 萬 | 0.01% | −1,000−5.8% | 減碼 |
| Rowland & Co Investment Counsel | 16,500 | $72.0 萬 | 0.18% | +350+2.2% | 加碼 |
| First Republic Investment Management, Inc. | 17,012 | $74.3 萬 | 0.00% | +352+2.1% | 加碼 |
| Wellington Management Group LLP | 17,054 | $74.4 萬 | 0.00% | +17,054 | 新進 |
| Mirabella Financial Services LLP | 17,066 | $74.5 萬 | 0.16% | +17,066 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $74.8 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 17,269 | $75.3 萬 | 0.05% | 00.0% | 不變 |
| Westpac Banking Corp | 17,600 | $76.8 萬 | 0.01% | 00.0% | 不變 |
| Sonen Capital LLC | 17,761 | $77.5 萬 | 1.31% | −2,606−12.8% | 減碼 |
| Jefferies Financial Group Inc. | 18,400 | $80.3 萬 | 0.02% | +18,400 | 新進 |
| Truist Financial Corp | 18,607 | $81.2 萬 | 0.00% | −6,682−26.4% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 18,713 | $81.7 萬 | 0.24% | −2,180−10.4% | 減碼 |
| Colony Family Offices, LLC | 18,735 | $81.8 萬 | 0.31% | 00.0% | 不變 |
| Tower Bridge Advisors | 18,848 | $82.3 萬 | 0.07% | −500−2.6% | 減碼 |
| Liberty One Investment Management, LLC | 18,908 | $82.5 萬 | 0.11% | −297−1.5% | 減碼 |
| Shell Asset Management Co | 19,034 | $83.1 萬 | 0.03% | 00.0% | 不變 |
| TD Asset Management Inc | 19,135 | $83.5 萬 | 0.00% | +64+0.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $83.6 萬 | 0.15% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 19,146 | $83.6 萬 | 0.00% | −1,503−7.3% | 減碼 |
| Cetera Investment Advisers | 19,221 | $83.9 萬 | 0.01% | +364+1.9% | 加碼 |
| Wealthspire Advisors, LLC | 19,586 | $85.5 萬 | 0.01% | −382−1.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,987 | $87.2 萬 | 0.03% | +800+4.2% | 加碼 |
| Money Concepts Capital Corp | 20,032 | $87.8 萬 | 0.05% | −3,875−16.2% | 減碼 |
| D.A. Davidson & Co. | 20,443 | $89.2 萬 | 0.01% | −1,751−7.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 20,522 | $89.6 萬 | 0.01% | +20,522 | 新進 |
| Bernardo Wealth Planning LLC | 20,895 | $91.2 萬 | 0.39% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 20,995 | $91.6 萬 | 0.23% | −300−1.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 21,045 | $91.9 萬 | 0.02% | −571−2.6% | 減碼 |
| Ingalls & Snyder LLC | 21,122 | $92.2 萬 | 0.05% | −22−0.1% | 減碼 |
| Natixis Advisors, L.P. | 21,381 | $93.3 萬 | 0.00% | −7,342−25.6% | 減碼 |
| Pathway Financial Advisers, LLC | 21,393 | $93.4 萬 | 0.38% | +92+0.4% | 加碼 |
| CenterBook Partners LP | 21,412 | $93.5 萬 | 0.13% | +4,106+23.7% | 加碼 |
| Securian Asset Management, Inc | 21,737 | $94.9 萬 | 0.03% | −197−0.9% | 減碼 |
| British Columbia Investment Management Corp | 21,915 | $95.7 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 21,976 | $95.9 萬 | 0.02% | +679+3.2% | 加碼 |
| Inceptionr LLC | 22,206 | $96.9 萬 | 0.31% | +22,206 | 新進 |
| US Bancorp | 22,230 | $97.0 萬 | 0.00% | +215+1.0% | 加碼 |
| Financial Architects, Inc | 22,353 | $97.6 萬 | 0.16% | −383−1.7% | 減碼 |
| Mitchell Sinkler & Starr | 22,441 | $98.0 萬 | 0.29% | +2,861+14.6% | 加碼 |
| Whittier Trust Co | 22,534 | $98.4 萬 | 0.02% | −599−2.6% | 減碼 |
| Advisors Asset Management, Inc. | 22,706 | $99.1 萬 | 0.02% | +1,254+5.8% | 加碼 |
| Virtue Capital Management, LLC | 23,069 | $99.2 萬 | 0.16% | −7,512−24.6% | 減碼 |
| Key Financial Inc | 22,864 | $99.8 萬 | 0.36% | −70−0.3% | 減碼 |
| Neuberger Berman Group LLC | 23,019 | $100.5 萬 | 0.00% | +195+0.9% | 加碼 |
| Toth Financial Advisory Corp | 23,295 | $101.7 萬 | 0.16% | −2,550−9.9% | 減碼 |
| Rothschild Investment Corp | 23,435 | $102.3 萬 | 0.09% | −120−0.5% | 減碼 |
| Assenagon Asset Management S.A. | 23,517 | $102.7 萬 | 0.00% | −2,977−11.2% | 減碼 |
| Kennedy Capital Management, Inc. | 23,982 | $104.7 萬 | 0.03% | +1,083+4.7% | 加碼 |
| Rodgers Brothers Inc. | 24,168 | $105.5 萬 | 0.20% | +3,380+16.3% | 加碼 |
| Versor Investments LP | 24,201 | $105.6 萬 | 0.14% | +1,800+8.0% | 加碼 |
| Nordea Investment Management AB | 24,589 | $106.8 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 24,617 | $107.4 萬 | 0.04% | +11,902+93.6% | 加碼 |
| Stock Yards Bank & Trust Co | 24,804 | $108.3 萬 | 0.04% | −4,180−14.4% | 減碼 |
| Marshall Wace, LLP | 24,979 | $109.0 萬 | 0.00% | +24,979 | 新進 |
| Daiwa Securities Group Inc. | 25,053 | $109.4 萬 | 0.01% | −155−0.6% | 減碼 |
| Arkadios Wealth Advisors | 25,247 | $110.2 萬 | 0.13% | +3,200+14.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 25,440 | $111.0 萬 | 0.00% | −102−0.4% | 減碼 |
| Ninepoint Partners LP | 25,771 | $112.5 萬 | 0.15% | +8,945+53.2% | 加碼 |