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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 43,200 | $188.6 萬 | 0.10% | +7,000+19.3% | 加碼 |
| CoreCommodity Management, LLC | 42,554 | $185.7 萬 | 0.53% | +18,482+76.8% | 加碼 |
| Coastline Trust Co | 42,438 | $185.2 萬 | 0.27% | −907−2.1% | 減碼 |
| STRS Ohio | 41,815 | $182.5 萬 | 0.01% | −3,635−8.0% | 減碼 |
| Lido Advisors, LLC | 41,106 | $179.4 萬 | 0.03% | +18,682+83.3% | 加碼 |
| Utah Retirement Systems | 41,098 | $179.4 萬 | 0.03% | +200+0.5% | 加碼 |
| Vontobel Holding Ltd. | 40,793 | $178.1 萬 | 0.02% | −76,712−65.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 40,444 | $176.5 萬 | 0.60% | +725+1.8% | 加碼 |
| Mercer Global Advisors Inc | 40,384 | $176.3 萬 | 0.01% | −629−1.5% | 減碼 |
| Bridgewater Advisors Inc. | 40,327 | $176.0 萬 | 0.38% | +8,969+28.6% | 加碼 |
| Bridgewater Associates, LP | 40,256 | $175.7 萬 | 0.01% | −59,880−59.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 38,225 | $166.9 萬 | 0.02% | 00.0% | 不變 |
| Manchester Capital Management LLC | 37,518 | $163.8 萬 | 0.21% | +2,691+7.7% | 加碼 |
| Bryn Mawr Trust Co | 36,789 | $160.5 萬 | 0.07% | −525−1.4% | 減碼 |
| Tudor Investment Corp Et Al | 36,216 | $158.1 萬 | 0.03% | +36,216 | 新進 |
| Glenmede Trust Co NA | 35,675 | $155.7 萬 | 0.01% | −18,884−34.6% | 減碼 |
| Federated Hermes, Inc. | 35,266 | $153.9 萬 | 0.00% | −565−1.6% | 減碼 |
| Kestra Advisory Services, LLC | 34,922 | $152.4 萬 | 0.02% | +2,064+6.3% | 加碼 |
| Cetera Advisor Networks LLC | 34,688 | $151.4 萬 | 0.01% | −1,691−4.6% | 減碼 |
| Addison Capital Co | 34,276 | $149.6 萬 | 1.13% | −20,750−37.7% | 減碼 |
| State of Alaska, Department of Revenue | 32,883 | $143.5 萬 | 0.02% | −525−1.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 32,577 | $142.1 萬 | 0.03% | −9,468−22.5% | 減碼 |
| Trexquant Investment LP | 32,392 | $141.4 萬 | 0.04% | +32,392 | 新進 |
| Continuum Advisory, LLC | 32,379 | $141.3 萬 | 0.24% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 32,065 | $140.0 萬 | 0.05% | −41−0.1% | 減碼 |
| Xponance, Inc. | 31,652 | $138.2 萬 | 0.02% | −17−0.1% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 30,711 | $134.1 萬 | 0.95% | 00.0% | 不變 |
| AE Wealth Management LLC | 30,504 | $133.2 萬 | 0.01% | +1,943+6.8% | 加碼 |
| Arcadia Investment Management Corp | 29,497 | $128.8 萬 | 0.28% | −32,420−52.4% | 減碼 |
| Mariner, LLC | 28,337 | $123.7 萬 | 0.00% | +130.0% | 加碼 |
| Jmac Enterprises LLC | 28,285 | $123.5 萬 | 0.31% | +469+1.7% | 加碼 |
| Americana Partners, LLC | 28,250 | $123.3 萬 | 0.19% | 00.0% | 不變 |
| Haverford Trust Co | 28,124 | $122.8 萬 | 0.01% | −545−1.9% | 減碼 |
| Public Sector Pension Investment Board | 28,031 | $122.4 萬 | 0.01% | +7,891+39.2% | 加碼 |
| Teacher Retirement System of Texas | 27,714 | $121.0 萬 | 0.01% | −60.0% | 減碼 |
| Paradigm Asset Management Co LLC | 27,700 | $120.9 萬 | 0.33% | 00.0% | 不變 |
| ELCO Management Co., LLC | 27,633 | $120.6 萬 | 0.88% | +3,444+14.2% | 加碼 |
| AlphaStar Capital Management, LLC | 27,630 | $120.6 萬 | 0.10% | +4,752+20.8% | 加碼 |
| First Business Financial Services, Inc. | 27,612 | $120.5 萬 | 0.15% | +600+2.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,331 | $119.3 萬 | 0.05% | −349−1.3% | 減碼 |
| Walleye Capital LLC | 27,314 | $119.2 萬 | 0.02% | −20,904−43.4% | 減碼 |
| Community Bank, N.A. | 26,771 | $116.9 萬 | 0.16% | +3,004+12.6% | 加碼 |
| Nissay Asset Management Corp | 26,626 | $116.2 萬 | 0.01% | −1,320−4.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26,358 | $115.1 萬 | 0.00% | +26,358 | 新進 |
| apricus wealth, LLC | 26,262 | $114.6 萬 | 1.05% | +26,262 | 新進 |
| Blackhill Capital Inc | 26,041 | $113.7 萬 | 0.13% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 25,831 | $112.8 萬 | 0.05% | +48+0.2% | 加碼 |
| Ninepoint Partners LP | 25,771 | $112.5 萬 | 0.15% | +8,945+53.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 25,440 | $111.0 萬 | 0.00% | −102−0.4% | 減碼 |
| Arkadios Wealth Advisors | 25,247 | $110.2 萬 | 0.13% | +3,200+14.5% | 加碼 |
| Daiwa Securities Group Inc. | 25,053 | $109.4 萬 | 0.01% | −155−0.6% | 減碼 |
| Marshall Wace, LLP | 24,979 | $109.0 萬 | 0.00% | +24,979 | 新進 |
| Stock Yards Bank & Trust Co | 24,804 | $108.3 萬 | 0.04% | −4,180−14.4% | 減碼 |
| Ethic Inc. | 24,617 | $107.4 萬 | 0.04% | +11,902+93.6% | 加碼 |
| Nordea Investment Management AB | 24,589 | $106.8 萬 | 0.00% | 00.0% | 不變 |
| Versor Investments LP | 24,201 | $105.6 萬 | 0.14% | +1,800+8.0% | 加碼 |
| Rodgers Brothers Inc. | 24,168 | $105.5 萬 | 0.20% | +3,380+16.3% | 加碼 |
| Kennedy Capital Management, Inc. | 23,982 | $104.7 萬 | 0.03% | +1,083+4.7% | 加碼 |
| Assenagon Asset Management S.A. | 23,517 | $102.7 萬 | 0.00% | −2,977−11.2% | 減碼 |
| Rothschild Investment Corp | 23,435 | $102.3 萬 | 0.09% | −120−0.5% | 減碼 |
| Toth Financial Advisory Corp | 23,295 | $101.7 萬 | 0.16% | −2,550−9.9% | 減碼 |
| Neuberger Berman Group LLC | 23,019 | $100.5 萬 | 0.00% | +195+0.9% | 加碼 |
| Key Financial Inc | 22,864 | $99.8 萬 | 0.36% | −70−0.3% | 減碼 |
| Virtue Capital Management, LLC | 23,069 | $99.2 萬 | 0.16% | −7,512−24.6% | 減碼 |
| Advisors Asset Management, Inc. | 22,706 | $99.1 萬 | 0.02% | +1,254+5.8% | 加碼 |
| Whittier Trust Co | 22,534 | $98.4 萬 | 0.02% | −599−2.6% | 減碼 |
| Mitchell Sinkler & Starr | 22,441 | $98.0 萬 | 0.29% | +2,861+14.6% | 加碼 |
| Financial Architects, Inc | 22,353 | $97.6 萬 | 0.16% | −383−1.7% | 減碼 |
| US Bancorp | 22,230 | $97.0 萬 | 0.00% | +215+1.0% | 加碼 |
| Inceptionr LLC | 22,206 | $96.9 萬 | 0.31% | +22,206 | 新進 |
| Steward Partners Investment Advisory, LLC | 21,976 | $95.9 萬 | 0.02% | +679+3.2% | 加碼 |
| British Columbia Investment Management Corp | 21,915 | $95.7 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 21,737 | $94.9 萬 | 0.03% | −197−0.9% | 減碼 |
| CenterBook Partners LP | 21,412 | $93.5 萬 | 0.13% | +4,106+23.7% | 加碼 |
| Pathway Financial Advisers, LLC | 21,393 | $93.4 萬 | 0.38% | +92+0.4% | 加碼 |
| Natixis Advisors, L.P. | 21,381 | $93.3 萬 | 0.00% | −7,342−25.6% | 減碼 |
| Ingalls & Snyder LLC | 21,122 | $92.2 萬 | 0.05% | −22−0.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 21,045 | $91.9 萬 | 0.02% | −571−2.6% | 減碼 |
| Glen Eagle Advisors, LLC | 20,995 | $91.6 萬 | 0.23% | −300−1.4% | 減碼 |
| Bernardo Wealth Planning LLC | 20,895 | $91.2 萬 | 0.39% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 20,522 | $89.6 萬 | 0.01% | +20,522 | 新進 |
| D.A. Davidson & Co. | 20,443 | $89.2 萬 | 0.01% | −1,751−7.9% | 減碼 |
| Money Concepts Capital Corp | 20,032 | $87.8 萬 | 0.05% | −3,875−16.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,987 | $87.2 萬 | 0.03% | +800+4.2% | 加碼 |
| Wealthspire Advisors, LLC | 19,586 | $85.5 萬 | 0.01% | −382−1.9% | 減碼 |
| Cetera Investment Advisers | 19,221 | $83.9 萬 | 0.01% | +364+1.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 19,146 | $83.6 萬 | 0.00% | −1,503−7.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $83.6 萬 | 0.15% | 00.0% | 不變 |
| TD Asset Management Inc | 19,135 | $83.5 萬 | 0.00% | +64+0.3% | 加碼 |
| Shell Asset Management Co | 19,034 | $83.1 萬 | 0.03% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 18,908 | $82.5 萬 | 0.11% | −297−1.5% | 減碼 |
| Tower Bridge Advisors | 18,848 | $82.3 萬 | 0.07% | −500−2.6% | 減碼 |
| Colony Family Offices, LLC | 18,735 | $81.8 萬 | 0.31% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 18,713 | $81.7 萬 | 0.24% | −2,180−10.4% | 減碼 |
| Truist Financial Corp | 18,607 | $81.2 萬 | 0.00% | −6,682−26.4% | 減碼 |
| Jefferies Financial Group Inc. | 18,400 | $80.3 萬 | 0.02% | +18,400 | 新進 |
| Sonen Capital LLC | 17,761 | $77.5 萬 | 1.31% | −2,606−12.8% | 減碼 |
| Westpac Banking Corp | 17,600 | $76.8 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 17,269 | $75.3 萬 | 0.05% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $74.8 萬 | 0.01% | 00.0% | 不變 |