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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 17,066 | $74.5 萬 | 0.16% | +17,066 | 新進 |
| Wellington Management Group LLP | 17,054 | $74.4 萬 | 0.00% | +17,054 | 新進 |
| First Republic Investment Management, Inc. | 17,012 | $74.3 萬 | 0.00% | +352+2.1% | 加碼 |
| Rowland & Co Investment Counsel | 16,500 | $72.0 萬 | 0.18% | +350+2.2% | 加碼 |
| Fiduciary Trust Co | 16,361 | $71.4 萬 | 0.01% | −1,000−5.8% | 減碼 |
| Belpointe Asset Management LLC | 16,329 | $71.3 萬 | 0.04% | +411+2.6% | 加碼 |
| National Bank of Canada | 16,502 | $71.2 萬 | 0.00% | +13,597+468.1% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $67.5 萬 | 0.47% | 00.0% | 不變 |
| First Pacific Financial | 15,455 | $67.5 萬 | 0.31% | −374−2.4% | 減碼 |
| CIBC Asset Management Inc | 15,305 | $66.8 萬 | 0.00% | +486+3.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 14,995 | $65.5 萬 | 0.02% | 00.0% | 不變 |
| Clean Yield Group | 14,950 | $65.3 萬 | 0.28% | 00.0% | 不變 |
| Good Life Advisors, LLC | 14,922 | $65.1 萬 | 0.08% | +13+0.1% | 加碼 |
| United Services Automobile Association | 14,793 | $64.6 萬 | 0.02% | −8,729−37.1% | 減碼 |
| Intech Investment Management LLC | 14,706 | $64.2 萬 | 0.01% | −793−5.1% | 減碼 |
| Voloridge Investment Management, LLC | 14,633 | $63.9 萬 | 0.00% | +14,633 | 新進 |
| Rockefeller Capital Management L.P. | 14,610 | $63.7 萬 | 0.00% | +1,848+14.5% | 加碼 |
| Levy Wealth Management Group, LLC | 14,504 | $63.3 萬 | 0.20% | +5,461+60.4% | 加碼 |
| Resurgent Financial Advisors LLC | 14,413 | $62.9 萬 | 0.42% | −130−0.9% | 減碼 |
| Banque Pictet & Cie SA | 14,333 | $62.6 萬 | 0.01% | −44,508−75.6% | 減碼 |
| Bayesian Capital Management, LP | 14,200 | $62.0 萬 | 0.08% | +14,200 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $61.1 萬 | 0.40% | 00.0% | 不變 |
| Vestcor Inc | 13,941 | $60.9 萬 | 0.02% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 13,715 | $59.9 萬 | 0.02% | +1,363+11.0% | 加碼 |
| Oppenheimer & Co Inc | 13,328 | $58.2 萬 | 0.01% | +4,478+50.6% | 加碼 |
| Avantax Advisory Services, Inc. | 13,230 | $57.7 萬 | 0.01% | +84+0.6% | 加碼 |
| Janus Henderson Group PLC | 13,194 | $57.6 萬 | 0.00% | −11,809−47.2% | 減碼 |
| Aquatic Capital Management LLC | 13,100 | $57.2 萬 | 0.04% | +13,100 | 新進 |
| Spinnaker Trust | 12,954 | $56.5 萬 | 0.04% | 00.0% | 不變 |
| JustInvest LLC | 12,844 | $56.1 萬 | 0.02% | +4,266+49.7% | 加碼 |
| Illinois Municipal Retirement Fund | 12,828 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 12,562 | $54.8 萬 | 0.00% | +12,562 | 新進 |
| Bridgefront Capital, LLC | 12,404 | $54.1 萬 | 0.33% | +12,404 | 新進 |
| Philadelphia Trust Co | 12,395 | $54.1 萬 | 0.06% | −2,304−15.7% | 減碼 |
| Moors & Cabot, Inc. | 12,388 | $54.1 萬 | 0.04% | −276−2.2% | 減碼 |
| Wealth Effects LLC | 12,353 | $53.9 萬 | 0.28% | +971+8.5% | 加碼 |
| Raymond James Trust N.A. | 12,182 | $53.2 萬 | 0.02% | +6,323+107.9% | 加碼 |
| Blossom Wealth Management | 12,169 | $53.1 萬 | 2.16% | +1,700+16.2% | 加碼 |
| SS&H Financial Advisors, Inc. | 12,074 | $52.7 萬 | 0.24% | −1,000−7.6% | 減碼 |
| Shelton Capital Management | 11,853 | $51.7 萬 | 0.02% | 00.0% | 不變 |
| Acrisure Capital Management, LLC | 11,790 | $51.5 萬 | 0.52% | +11,790 | 新進 |
| American Century Companies Inc | 11,877 | $51.1 萬 | 0.00% | +425+3.7% | 加碼 |
| Diversified, LLC | 11,648 | $50.8 萬 | 0.18% | −2,705−18.8% | 減碼 |
| W.H. Cornerstone Investments Inc. | 11,320 | $49.4 萬 | 0.45% | +55+0.5% | 加碼 |
| Institute for Wealth Management, LLC. | 11,290 | $49.3 萬 | 0.10% | −650−5.4% | 減碼 |
| O'Brien Greene & Co. Inc | 11,214 | $48.9 萬 | 0.18% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 10,830 | $47.3 萬 | 0.05% | +10,830 | 新進 |
| Tiaa, FSB | 10,802 | $47.2 萬 | 0.00% | −191−1.7% | 減碼 |
| BKD Wealth Advisors, LLC | 10,801 | $47.1 萬 | 0.02% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 10,770 | $47.0 萬 | 0.10% | +10.0% | 加碼 |
| Fox Run Management, L.L.C. | 10,752 | $46.9 萬 | 0.15% | +10,752 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Welch & Forbes LLC | 10,687 | $46.6 萬 | 0.01% | −1,000−8.6% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $46.5 萬 | 0.23% | −187−1.7% | 減碼 |
| Advisory Services Network, LLC | 10,598 | $46.3 萬 | 0.01% | +15+0.1% | 加碼 |
| Stony Point Wealth Management Inc. | 10,533 | $46.0 萬 | 0.24% | +10,533 | 新進 |
| Cerity Partners LLC | 10,459 | $45.6 萬 | 0.00% | +10,459 | 新進 |
| J.W. Cole Advisors, Inc. | 10,291 | $44.9 萬 | 0.03% | +513+5.2% | 加碼 |
| HB Wealth Management, LLC | 10,248 | $44.7 萬 | 0.01% | +1,175+13.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 10,106 | $44.1 萬 | 0.02% | +10,106 | 新進 |
| Procyon Private Wealth Partners, LLC | 10,005 | $43.7 萬 | 0.07% | −30.0% | 減碼 |
| Sigma Planning Corp | 9,860 | $43.0 萬 | 0.01% | −1,758−15.1% | 減碼 |
| Keybank National Association | 9,588 | $41.9 萬 | 0.00% | −131−1.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 9,510 | $41.5 萬 | 0.00% | +1,852+24.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,499 | $41.5 萬 | 0.02% | 00.0% | 不變 |
| Metis Global Partners, LLC | 9,432 | $41.2 萬 | 0.03% | +3,694+64.4% | 加碼 |
| United Capital Financial Advisers, LLC | 9,306 | $40.6 萬 | 0.00% | −4,481−32.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,138 | $39.9 萬 | 0.05% | −1,300−12.5% | 減碼 |
| Banque Cantonale Vaudoise | 9,088 | $39.7 萬 | 0.02% | −1,172−11.4% | 減碼 |
| Marcum Wealth, LLC | 9,076 | $39.6 萬 | 0.05% | −23−0.3% | 減碼 |
| Foundations Investment Advisors, LLC | 9,054 | $39.5 萬 | 0.01% | −15−0.2% | 減碼 |
| 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 |
| Teza Capital Management LLC | 8,714 | $38.0 萬 | 0.08% | +8,714 | 新進 |
| Fort Washington Investment Advisors Inc | 8,669 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 8,639 | $37.7 萬 | 0.01% | −250−2.8% | 減碼 |
| Alps Advisors Inc | 8,481 | $37.0 萬 | 0.00% | +936+12.4% | 加碼 |
| Wetherby Asset Management Inc | 8,407 | $36.7 萬 | 0.02% | +1,468+21.2% | 加碼 |
| Aaron Wealth Advisors | 8,388 | $36.6 萬 | 0.05% | +14+0.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,361 | $36.5 萬 | 0.01% | −8,142−49.3% | 減碼 |
| EagleClaw Capital Managment, LLC | 8,302 | $36.2 萬 | 0.09% | −500−5.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 8,253 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| Rockland Trust Co | 8,225 | $35.9 萬 | 0.02% | −500−5.7% | 減碼 |
| Phoenix Holdings Ltd. | 8,403 | $35.9 萬 | 0.01% | +1,130+15.5% | 加碼 |
| Profund Advisors LLC | 8,192 | $35.8 萬 | 0.02% | −9,402−53.4% | 減碼 |
| Girard Partners Ltd. | 8,151 | $35.6 萬 | 0.04% | −333−3.9% | 減碼 |
| Meeder Advisory Services, Inc. | 8,142 | $35.5 萬 | 0.04% | −3,344−29.1% | 減碼 |
| MQS Management LLC | 8,090 | $35.3 萬 | 0.23% | +8,090 | 新進 |
| Conestoga Capital Advisors, LLC | 8,037 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,942 | $34.7 萬 | 0.00% | +1,354+20.6% | 加碼 |
| Johnson Investment Counsel Inc | 7,906 | $34.5 萬 | 0.00% | +58+0.7% | 加碼 |
| 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 |
| Beacon Pointe Advisors, LLC | 7,885 | $34.4 萬 | 0.01% | −61−0.8% | 減碼 |
| HBK Sorce Advisory LLC | 7,843 | $34.2 萬 | 0.02% | −8,043−50.6% | 減碼 |
| Huntington National Bank | 7,774 | $33.9 萬 | 0.00% | −500−6.0% | 減碼 |
| Tower Wealth Partners, Inc. | 7,740 | $33.8 萬 | 0.28% | −300−3.7% | 減碼 |
| Apollon Wealth Management, LLC | 7,724 | $33.7 萬 | 0.02% | −481−5.9% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,579 | $33.0 萬 | 0.15% | +4+0.1% | 加碼 |