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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 489,515 | $2,137 萬 | 0.01% | +7,539+1.6% | 加碼 |
| FMR LLC | 490,331 | $2,140 萬 | 0.00% | −139,925−22.2% | 減碼 |
| Gabelli Funds LLC | 504,500 | $2,202 萬 | 0.17% | 00.0% | 不變 |
| New York State Common Retirement Fund | 514,130 | $2,244 萬 | 0.03% | −12,998−2.5% | 減碼 |
| Thematics Asset Management | 546,384 | $2,385 萬 | 1.30% | +104,594+23.7% | 加碼 |
| Allianz Asset Management GmbH | 560,499 | $2,447 萬 | 0.05% | +2310.0% | 加碼 |
| Credit Suisse AG | 561,557 | $2,451 萬 | 0.03% | +196,259+53.7% | 加碼 |
| Aviva PLC | 586,365 | $2,559 萬 | 0.12% | +224,057+61.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 646,836 | $2,823 萬 | 0.02% | −5,366−0.8% | 減碼 |
| JPMorgan Chase & Co | 649,622 | $2,836 萬 | 0.00% | +179,654+38.2% | 加碼 |
| Rhumbline Advisers | 693,521 | $3,027 萬 | 0.04% | −13,761−1.9% | 減碼 |
| Bank of America Corp | 757,430 | $3,306 萬 | 0.00% | +149,689+24.6% | 加碼 |
| ProShare Advisors LLC | 765,182 | $3,340 萬 | 0.10% | −40,851−5.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 875,505 | $3,822 萬 | 0.19% | −118,785−11.9% | 減碼 |
| Nuveen Asset Management, LLC | 902,265 | $3,938 萬 | 0.01% | +55,679+6.6% | 加碼 |
| Deutsche Bank AG | 912,010 | $3,981 萬 | 0.02% | +55,013+6.4% | 加碼 |
| Great West Life Assurance Co | 939,784 | $4,107 萬 | 0.10% | +30,904+3.4% | 加碼 |
| Macquarie Group Ltd | 952,358 | $4,134 萬 | 0.05% | −638,615−40.1% | 減碼 |
| Swiss National Bank | 986,400 | $4,306 萬 | 0.03% | −25,900−2.6% | 減碼 |
| Millennium Management LLC | 1,001,159 | $4,370 萬 | 0.05% | +588,751+142.8% | 加碼 |
| Kames Capital plc | 1,025,734 | $4,476 萬 | 0.78% | −282,278−21.6% | 減碼 |
| Principal Financial Group Inc | 1,108,453 | $4,838 萬 | 0.03% | +11,796+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 1,139,332 | $4,973 萬 | 0.02% | +56,361+5.2% | 加碼 |
| Empower Advisory Group, LLC | 1,167,786 | $5,028 萬 | 0.23% | +1,167,786 | 新進 |
| Goldman Sachs Group Inc | 1,173,449 | $5,122 萬 | 0.01% | −325,640−21.7% | 減碼 |
| First Trust Advisors LP | 1,384,559 | $6,044 萬 | 0.07% | +243,635+21.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,396,328 | $6,095 萬 | 0.03% | +7,649+0.6% | 加碼 |
| Brookfield Asset Management Inc. | 1,407,029 | $6,142 萬 | 0.24% | +223,260+18.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,667,283 | $7,278 萬 | 0.02% | +20,710+1.3% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,760,426 | $7,684 萬 | 3.68% | +208,505+13.4% | 加碼 |
| Morgan Stanley | 2,074,639 | $9,056 萬 | 0.01% | +64,272+3.2% | 加碼 |
| Zimmer Partners, LP | 2,159,278 | $9,425 萬 | 1.93% | +104,878+5.1% | 加碼 |
| Franklin Resources Inc | 2,300,760 | $1.00 億 | 0.05% | −1,762−0.1% | 減碼 |
| Duff & Phelps Investment Management Co | 2,516,958 | $1.10 億 | 1.33% | +45,000+1.8% | 加碼 |
| Cohen & Steers, Inc. | 2,528,749 | $1.10 億 | 0.24% | +857,428+51.3% | 加碼 |
| Legal & General Group Plc | 2,673,313 | $1.17 億 | 0.04% | +119,953+4.7% | 加碼 |
| Bank of New York Mellon Corp | 2,731,404 | $1.19 億 | 0.03% | −94,947−3.4% | 減碼 |
| Norges Bank | 2,917,710 | $1.27 億 | 0.03% | −1,408,566−32.6% | 減碼 |
| Geode Capital Management, LLC | 3,386,273 | $1.48 億 | 0.02% | +118,861+3.6% | 加碼 |
| Northern Trust Corp | 3,478,465 | $1.52 億 | 0.03% | +126,908+3.8% | 加碼 |
| Invesco Ltd. | 3,879,435 | $1.69 億 | 0.05% | −38,904−1.0% | 減碼 |
| Pictet Asset Management SA | 5,432,109 | $2.37 億 | 0.30% | −252,635−4.4% | 減碼 |
| Amundi | 7,102,521 | $3.12 億 | 0.17% | +1,082,293+18.0% | 加碼 |
| State Street Corp | 13,894,977 | $6.07 億 | 0.03% | −894,568−6.0% | 減碼 |
| Canada Pension Plan Investment Board | 21,661,095 | $9.46 億 | 1.50% | 00.0% | 不變 |
| Vanguard Group Inc | 26,933,146 | $11.8 億 | 0.03% | +131,476+0.5% | 加碼 |
| BlackRock Inc. | 30,129,227 | $13.2 億 | 0.04% | +576,448+2.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 31,186 | – | – | +5,944+23.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | 新進 |
| Oak Hill Wealth Advisors, LLC | 1,000 | – | – | +1,000 | 新進 |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −281,329−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −67,000−100.0% | 清倉 |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −53,600−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −51,066−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −49,317−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,746−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,600−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −12,132−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,922−100.0% | 清倉 |
| Cascade Investment Group, Inc. | 0 | $0 | 0.00% | −9,880−100.0% | 清倉 |
| Bigelow Investment Advisors, LLC | 0 | $0 | 0.00% | −5,714−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,525−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −5,431−100.0% | 清倉 |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −5,380−100.0% | 清倉 |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −5,278−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −5,146−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −4,847−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −4,770−100.0% | 清倉 |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −4,759−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,739−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,694−100.0% | 清倉 |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| First American Bank | 0 | $0 | 0.00% | −4,508−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,492−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,471−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,450−100.0% | 清倉 |
| Davis R M Inc | 0 | $0 | 0.00% | −4,433−100.0% | 清倉 |
| Insight 2811, Inc. | 0 | $0 | 0.00% | −4,397−100.0% | 清倉 |
| Headinvest, LLC | 0 | $0 | 0.00% | −4,350−100.0% | 清倉 |
| Old National Bancorp | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Coho Partners, Ltd. | 0 | $0 | 0.00% | −4,290−100.0% | 清倉 |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,291−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,288−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −4,243−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −4,106−100.0% | 清倉 |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −1,102−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −806−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −755−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −610−100.0% | 清倉 |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −517−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −460−100.0% | 清倉 |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −460−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −304−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −251−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −206−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Red Tortoise LLC | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −40−100.0% | 清倉 |