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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 25,831 | $112.8 萬 | 0.05% | +48+0.2% | 加碼 |
| Blackhill Capital Inc | 26,041 | $113.7 萬 | 0.13% | 00.0% | 不變 |
| apricus wealth, LLC | 26,262 | $114.6 萬 | 1.05% | +26,262 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26,358 | $115.1 萬 | 0.00% | +26,358 | 新進 |
| Nissay Asset Management Corp | 26,626 | $116.2 萬 | 0.01% | −1,320−4.7% | 減碼 |
| Community Bank, N.A. | 26,771 | $116.9 萬 | 0.16% | +3,004+12.6% | 加碼 |
| Walleye Capital LLC | 27,314 | $119.2 萬 | 0.02% | −20,904−43.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 27,331 | $119.3 萬 | 0.05% | −349−1.3% | 減碼 |
| First Business Financial Services, Inc. | 27,612 | $120.5 萬 | 0.15% | +600+2.2% | 加碼 |
| AlphaStar Capital Management, LLC | 27,630 | $120.6 萬 | 0.10% | +4,752+20.8% | 加碼 |
| ELCO Management Co., LLC | 27,633 | $120.6 萬 | 0.88% | +3,444+14.2% | 加碼 |
| Paradigm Asset Management Co LLC | 27,700 | $120.9 萬 | 0.33% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 27,714 | $121.0 萬 | 0.01% | −60.0% | 減碼 |
| Public Sector Pension Investment Board | 28,031 | $122.4 萬 | 0.01% | +7,891+39.2% | 加碼 |
| Haverford Trust Co | 28,124 | $122.8 萬 | 0.01% | −545−1.9% | 減碼 |
| Americana Partners, LLC | 28,250 | $123.3 萬 | 0.19% | 00.0% | 不變 |
| Jmac Enterprises LLC | 28,285 | $123.5 萬 | 0.31% | +469+1.7% | 加碼 |
| Mariner, LLC | 28,337 | $123.7 萬 | 0.00% | +130.0% | 加碼 |
| Arcadia Investment Management Corp | 29,497 | $128.8 萬 | 0.28% | −32,420−52.4% | 減碼 |
| AE Wealth Management LLC | 30,504 | $133.2 萬 | 0.01% | +1,943+6.8% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 30,711 | $134.1 萬 | 0.95% | 00.0% | 不變 |
| Xponance, Inc. | 31,652 | $138.2 萬 | 0.02% | −17−0.1% | 減碼 |
| Modera Wealth Management, LLC | 32,065 | $140.0 萬 | 0.05% | −41−0.1% | 減碼 |
| Continuum Advisory, LLC | 32,379 | $141.3 萬 | 0.24% | 00.0% | 不變 |
| Trexquant Investment LP | 32,392 | $141.4 萬 | 0.04% | +32,392 | 新進 |
| Gulf International Bank (UK) Ltd | 32,577 | $142.1 萬 | 0.03% | −9,468−22.5% | 減碼 |
| State of Alaska, Department of Revenue | 32,883 | $143.5 萬 | 0.02% | −525−1.6% | 減碼 |
| Addison Capital Co | 34,276 | $149.6 萬 | 1.13% | −20,750−37.7% | 減碼 |
| Cetera Advisor Networks LLC | 34,688 | $151.4 萬 | 0.01% | −1,691−4.6% | 減碼 |
| Kestra Advisory Services, LLC | 34,922 | $152.4 萬 | 0.02% | +2,064+6.3% | 加碼 |
| Federated Hermes, Inc. | 35,266 | $153.9 萬 | 0.00% | −565−1.6% | 減碼 |
| Glenmede Trust Co NA | 35,675 | $155.7 萬 | 0.01% | −18,884−34.6% | 減碼 |
| Tudor Investment Corp Et Al | 36,216 | $158.1 萬 | 0.03% | +36,216 | 新進 |
| Bryn Mawr Trust Co | 36,789 | $160.5 萬 | 0.07% | −525−1.4% | 減碼 |
| Manchester Capital Management LLC | 37,518 | $163.8 萬 | 0.21% | +2,691+7.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 38,225 | $166.9 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Associates, LP | 40,256 | $175.7 萬 | 0.01% | −59,880−59.8% | 減碼 |
| Bridgewater Advisors Inc. | 40,327 | $176.0 萬 | 0.38% | +8,969+28.6% | 加碼 |
| Mercer Global Advisors Inc | 40,384 | $176.3 萬 | 0.01% | −629−1.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 40,444 | $176.5 萬 | 0.60% | +725+1.8% | 加碼 |
| Vontobel Holding Ltd. | 40,793 | $178.1 萬 | 0.02% | −76,712−65.3% | 減碼 |
| Utah Retirement Systems | 41,098 | $179.4 萬 | 0.03% | +200+0.5% | 加碼 |
| Lido Advisors, LLC | 41,106 | $179.4 萬 | 0.03% | +18,682+83.3% | 加碼 |
| STRS Ohio | 41,815 | $182.5 萬 | 0.01% | −3,635−8.0% | 減碼 |
| Coastline Trust Co | 42,438 | $185.2 萬 | 0.27% | −907−2.1% | 減碼 |
| CoreCommodity Management, LLC | 42,554 | $185.7 萬 | 0.53% | +18,482+76.8% | 加碼 |
| New Mexico Educational Retirement Board | 43,200 | $188.6 萬 | 0.10% | +7,000+19.3% | 加碼 |
| Prudential PLC | 43,574 | $190.2 萬 | 0.02% | −3,889−8.2% | 減碼 |
| TFG Advisers LLC | 44,209 | $193.0 萬 | 0.93% | −397−0.9% | 減碼 |
| CI Private Wealth, LLC | 44,262 | $193.2 萬 | 0.01% | +9,252+26.4% | 加碼 |
| Creative Planning | 45,667 | $199.3 萬 | 0.00% | −23−0.1% | 減碼 |
| Tortoise Index Solutions, LLC | 45,687 | $199.4 萬 | 0.38% | −2,834−5.8% | 減碼 |
| First Personal Financial Services | 46,351 | $202.3 萬 | 0.52% | +1,117+2.5% | 加碼 |
| Eqis Capital Management, Inc. | 46,388 | $202.5 萬 | 0.23% | +40,676+712.1% | 加碼 |
| SG Americas Securities, LLC | 46,502 | $203.0 萬 | 0.03% | +10,143+27.9% | 加碼 |
| Gotham Asset Management, LLC | 46,574 | $203.3 萬 | 0.05% | +29,996+180.9% | 加碼 |
| Trillium Asset Management, LLC | 47,632 | $203.5 萬 | 0.06% | +2,071+4.5% | 加碼 |
| Engineers Gate Manager LP | 47,320 | $206.6 萬 | 0.09% | +47,320 | 新進 |
| Dynamic Technology Lab Private Ltd | 49,334 | $215.3 萬 | 0.20% | +49,334 | 新進 |
| Kistler-Tiffany Companies, LLC | 49,597 | $216.5 萬 | 0.41% | 00.0% | 不變 |
| HSBC Holdings PLC | 50,374 | $218.1 萬 | 0.00% | +33,686+201.9% | 加碼 |
| Andra AP-fonden | 50,100 | $218.7 萬 | 0.06% | +17,300+52.7% | 加碼 |
| Envestnet Asset Management Inc | 50,211 | $219.2 萬 | 0.00% | +4,374+9.5% | 加碼 |
| Nisa Investment Advisors, LLC | 50,594 | $220.8 萬 | 0.02% | −10,700−17.5% | 減碼 |
| Bessemer Group Inc | 51,006 | $222.7 萬 | 0.01% | +43+0.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 51,820 | $226.2 萬 | 0.05% | −72,803−58.4% | 減碼 |
| Tredje AP-fonden | 52,837 | $230.6 萬 | 0.04% | +2,488+4.9% | 加碼 |
| Jacobi Capital Management LLC | 52,936 | $231.1 萬 | 0.27% | −1,937−3.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 52,954 | $231.1 萬 | 0.06% | +30,865+139.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 56,483 | $246.5 萬 | 0.05% | −218−0.4% | 減碼 |
| Panagora Asset Management Inc | 56,831 | $248.1 萬 | 0.02% | +3,662+6.9% | 加碼 |
| YHB Investment Advisors, Inc. | 56,918 | $248.4 萬 | 0.25% | +885+1.6% | 加碼 |
| Ostrum Asset Management | 57,157 | $249.5 萬 | 0.22% | +57,157 | 新進 |
| Korea Investment CORP | 58,143 | $253.8 萬 | 0.01% | +1,045+1.8% | 加碼 |
| Baird Financial Group, Inc. | 59,153 | $258.2 萬 | 0.01% | +3,055+5.4% | 加碼 |
| State of Michigan Retirement System | 60,271 | $263.1 萬 | 0.02% | −500−0.8% | 減碼 |
| Van Eck Associates Corp | 61,643 | $269.1 萬 | 0.01% | +3,185+5.4% | 加碼 |
| HighTower Advisors, LLC | 61,875 | $270.2 萬 | 0.01% | −1,515−2.4% | 減碼 |
| Radnor Capital Management, LLC | 61,984 | $270.6 萬 | 0.71% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 62,310 | $272.0 萬 | 0.01% | +4,500+7.8% | 加碼 |
| Louisiana State Employees Retirement System | 63,300 | $276.3 萬 | 0.07% | −600−0.9% | 減碼 |
| Texas Yale Capital Corp. | 67,083 | $292.8 萬 | 0.15% | −271−0.4% | 減碼 |
| Stephens Inc | 68,626 | $299.6 萬 | 0.06% | −2,431−3.4% | 減碼 |
| Toronto Dominion Bank | 69,055 | $301.3 萬 | 0.00% | −3,742−5.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 69,858 | $304.9 萬 | 0.04% | +130+0.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 70,168 | $306.3 萬 | 0.01% | −1,677−2.3% | 減碼 |
| IFM Investors Pty Ltd | 70,615 | $308.2 萬 | 0.05% | +2,158+3.2% | 加碼 |
| Ensign Peak Advisors, Inc | 71,410 | $311.7 萬 | 0.01% | +550+0.8% | 加碼 |
| Resources Management Corp | 80,457 | $312.9 萬 | 0.62% | +80,157+26,719.0% | 加碼 |
| Arizona State Retirement System | 72,443 | $316.2 萬 | 0.03% | +1,944+2.8% | 加碼 |
| Storebrand Asset Management AS | 73,162 | $319.4 萬 | 0.02% | −22,512−23.5% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 73,503 | $320.8 萬 | 0.78% | +920+1.3% | 加碼 |
| M&T Bank Corp | 74,083 | $323.4 萬 | 0.01% | +1,460+2.0% | 加碼 |
| Acadian Asset Management LLC | 74,804 | $326.5 萬 | 0.01% | 00.0% | 不變 |
| Benedict Financial Advisors Inc | 75,243 | $328.4 萬 | 0.92% | +764+1.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 78,203 | $341.4 萬 | 0.00% | +78,203 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 78,358 | $342.0 萬 | 0.02% | −808−1.0% | 減碼 |
| Costello Asset Management, INC | 78,370 | $342.1 萬 | 3.52% | −1,325−1.7% | 減碼 |
| Coston, McIsaac & Partners | 78,743 | $343.7 萬 | 1.28% | +4,677+6.3% | 加碼 |
| Greenland Capital Management LP | 78,868 | $344.3 萬 | 0.41% | +31,868+67.8% | 加碼 |