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 2 季 13F 持有人
Essential Utilities, Inc. 在 2023/6/30 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
- 626
- 較 2023 年第 1 季 −20 家
- 持有股數
- 1.91 億
- 較 2023 年第 1 季 +44.6 萬 (+0.2%)
- 總市值
- $76.3 億
- 較 2023 年第 1 季 −$6.95 億 (−8.3%)
- 新進機構
- 58
- 另有 192 家加碼
- 清倉機構
- 78
- 另有 221 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 6,418 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,477 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Dearborn Partners LLC | 6,550 | $26.1 萬 | 0.01% | +12+0.2% | 加碼 |
| Argent Trust Co | 6,642 | $26.5 萬 | 0.01% | +92+1.4% | 加碼 |
| Oppenheimer & Co Inc | 6,718 | $26.8 萬 | 0.01% | −6,610−49.6% | 減碼 |
| Charter Oak Capital Management, LLC | 6,718 | $26.8 萬 | 0.03% | +43+0.6% | 加碼 |
| Youngs Advisory Group, Inc. | 6,778 | $27.1 萬 | 0.15% | 00.0% | 不變 |
| Northstar Asset Management LLC | 6,835 | $27.3 萬 | 0.08% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 28,719 | $27.3 萬 | 0.00% | +28,719 | 新進 |
| Providence Wealth Advisors, LLC | 6,835 | $27.5 萬 | 0.30% | 00.0% | 不變 |
| Huntington National Bank | 6,899 | $27.5 萬 | 0.00% | −875−11.3% | 減碼 |
| Commerce Bank | 6,921 | $27.6 萬 | 0.00% | −520−7.0% | 減碼 |
| Natixis Investment Managers International | 6,945 | $27.7 萬 | 0.02% | −428−5.8% | 減碼 |
| CCG Wealth Management, LLC | 7,034 | $28.1 萬 | 0.18% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 7,103 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 7,220 | $28.8 萬 | 0.01% | +7,220 | 新進 |
| Tokio Marine Asset Management Co Ltd | 7,237 | $28.9 萬 | 0.02% | +802+12.5% | 加碼 |
| Kennedy Investment Group | 7,247 | $28.9 萬 | 0.17% | +47+0.7% | 加碼 |
| Captrust Financial Advisors | 7,297 | $29.1 萬 | 0.00% | +1,134+18.4% | 加碼 |
| Conestoga Capital Advisors, LLC | 7,337 | $29.3 萬 | 0.00% | −700−8.7% | 減碼 |
| Paradigm Asset Management Co LLC | 7,400 | $29.5 萬 | 0.08% | −20,300−73.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 7,421 | $29.6 萬 | 0.00% | +10.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 7,436 | $29.7 萬 | 0.00% | −449−5.7% | 減碼 |
| Virtu Financial LLC | 7,468 | $29.8 萬 | 0.02% | +7,468 | 新進 |
| Pinnacle Associates Ltd | 7,537 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 7,541 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 7,545 | $30.1 萬 | 0.02% | −647−7.9% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,584 | $30.2 萬 | 0.13% | +5+0.1% | 加碼 |
| Banque Pictet & Cie SA | 7,591 | $30.3 萬 | 0.00% | −6,742−47.0% | 減碼 |
| Quadrature Capital Ltd | 7,614 | $30.4 萬 | 0.01% | +7,614 | 新進 |
| First Affirmative Financial Network | 7,716 | $30.8 萬 | 0.31% | +1,201+18.4% | 加碼 |
| Armstrong Advisory Group, Inc | 7,739 | $30.9 萬 | 0.03% | +6,420+486.7% | 加碼 |
| Tower Wealth Partners, Inc. | 7,740 | $30.9 萬 | 0.25% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 7,744 | $30.9 萬 | 0.01% | −99−1.3% | 減碼 |
| Twin Tree Management, LP | 7,754 | $30.9 萬 | 0.01% | +7,754 | 新進 |
| Johnson Investment Counsel Inc | 7,859 | $31.4 萬 | 0.00% | −47−0.6% | 減碼 |
| Phoenix Holdings Ltd. | 8,275 | $32.6 萬 | 0.01% | −128−1.5% | 減碼 |
| Rockland Trust Co | 8,225 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 8,236 | $32.9 萬 | 0.00% | −125−1.5% | 減碼 |
| Birch Hill Investment Advisors LLC | 8,253 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| EagleClaw Capital Managment, LLC | 8,302 | $33.1 萬 | 0.08% | 00.0% | 不變 |
| Apella Capital, LLC | 8,319 | $33.2 萬 | 0.02% | +8,319 | 新進 |
| Sigma Planning Corp | 8,531 | $34.1 萬 | 0.01% | −1,329−13.5% | 減碼 |
| Central Trust Co | 8,539 | $34.1 萬 | 0.01% | −100−1.2% | 減碼 |
| Algert Global LLC | 8,545 | $34.1 萬 | 0.01% | +8,545 | 新進 |
| Fort Washington Investment Advisors Inc | 8,669 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| Ossiam | 8,774 | $35.0 萬 | 0.01% | +4,258+94.3% | 加碼 |
| First Republic Investment Management, Inc. | 8,836 | $35.3 萬 | 0.00% | −8,176−48.1% | 減碼 |
| Foundations Investment Advisors, LLC | 8,923 | $35.6 萬 | 0.01% | −131−1.4% | 減碼 |
| Banque Cantonale Vaudoise | 9,088 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| Marcum Wealth, LLC | 9,079 | $36.2 萬 | 0.04% | +30.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 9,139 | $36.5 萬 | 0.05% | +10.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,410 | $37.5 萬 | 0.02% | −89−0.9% | 減碼 |
| Cbre Clarion Securities LLC | 9,480 | $37.8 萬 | 0.01% | +9,480 | 新進 |
| Quantamental Technologies LLC | 9,530 | $38.0 萬 | 0.16% | +2,647+38.5% | 加碼 |
| Keybank National Association | 9,749 | $38.9 萬 | 0.00% | +161+1.7% | 加碼 |
| Tiaa, FSB | 9,830 | $39.2 萬 | 0.00% | −972−9.0% | 減碼 |
| Fulcrum Equity Management | 9,870 | $39.4 萬 | 0.46% | +3,764+61.6% | 加碼 |
| HB Wealth Management, LLC | 9,870 | $39.4 萬 | 0.01% | −378−3.7% | 減碼 |
| Prospera Financial Services Inc | 9,953 | $39.7 萬 | 0.02% | +9,953 | 新進 |
| Procyon Private Wealth Partners, LLC | 10,004 | $39.9 萬 | 0.05% | −10.0% | 減碼 |
| Raymond James Trust N.A. | 10,046 | $40.1 萬 | 0.01% | −2,136−17.5% | 減碼 |
| RSM US Wealth Management LLC | 10,106 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 10,163 | $40.6 萬 | 0.00% | −13,354−56.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $40.7 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 10,250 | $40.9 萬 | 0.09% | +8,500+485.7% | 加碼 |
| BKD Wealth Advisors, LLC | 10,437 | $41.7 萬 | 0.01% | −364−3.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,503 | $41.9 萬 | 0.00% | −197−1.8% | 減碼 |
| Stony Point Wealth Management Inc. | 10,533 | $42.0 萬 | 0.21% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $42.5 萬 | 0.21% | 00.0% | 不變 |
| Metis Global Partners, LLC | 10,747 | $42.9 萬 | 0.02% | +1,315+13.9% | 加碼 |
| TrinityPoint Wealth, LLC | 10,770 | $43.0 萬 | 0.08% | 00.0% | 不變 |
| Welch & Forbes LLC | 10,820 | $43.2 萬 | 0.01% | +133+1.2% | 加碼 |
| O'Brien Greene & Co. Inc | 11,114 | $44.4 萬 | 0.15% | −100−0.9% | 減碼 |
| Mackenzie Financial Corp | 11,102 | $44.8 萬 | 0.00% | +11,102 | 新進 |
| Institute for Wealth Management, LLC. | 11,290 | $45.1 萬 | 0.08% | 00.0% | 不變 |
| W.H. Cornerstone Investments Inc. | 11,384 | $45.4 萬 | 0.41% | +64+0.6% | 加碼 |
| Janus Henderson Group PLC | 11,443 | $45.7 萬 | 0.00% | −1,751−13.3% | 減碼 |
| Cerity Partners LLC | 11,511 | $45.9 萬 | 0.00% | +1,052+10.1% | 加碼 |
| Echo Street Capital Management LLC | 11,533 | $46.0 萬 | 0.00% | −1,029−8.2% | 減碼 |
| American Century Companies Inc | 11,648 | $46.5 萬 | 0.00% | −229−1.9% | 減碼 |
| Diversified, LLC | 11,651 | $46.5 萬 | 0.12% | +30.0% | 加碼 |
| Brookfield Asset Management Inc. | 12,150 | $48.5 萬 | 0.00% | −1,394,879−99.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,240 | $48.8 萬 | 0.01% | +6,752+123.0% | 加碼 |
| Wealth Effects LLC | 12,253 | $48.9 萬 | 0.22% | −100−0.8% | 減碼 |
| Moors & Cabot, Inc. | 12,263 | $48.9 萬 | 0.03% | −125−1.0% | 減碼 |
| Alps Advisors Inc | 12,270 | $49.0 萬 | 0.00% | +3,789+44.7% | 加碼 |
| Philadelphia Trust Co | 12,395 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Blossom Wealth Management | 12,594 | $50.3 萬 | 1.84% | +425+3.5% | 加碼 |
| Vontobel Holding Ltd. | 12,613 | $50.3 萬 | 0.00% | −28,180−69.1% | 減碼 |
| Agf Management Ltd | 12,743 | $50.9 萬 | 0.00% | +12,743 | 新進 |
| JustInvest LLC | 12,791 | $51.0 萬 | 0.02% | −53−0.4% | 減碼 |
| Bayesian Capital Management, LP | 12,800 | $51.1 萬 | 0.05% | −1,400−9.9% | 減碼 |
| Illinois Municipal Retirement Fund | 12,828 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 12,835 | $51.2 萬 | 0.00% | +12,835 | 新進 |
| Bank of Nova Scotia | 12,916 | $51.6 萬 | 0.00% | +12,916 | 新進 |
| Spinnaker Trust | 12,954 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| Vestcor Inc | 13,379 | $53.4 萬 | 0.02% | −562−4.0% | 減碼 |
| Manchester Capital Management LLC | 13,799 | $55.1 萬 | 0.07% | −23,719−63.2% | 減碼 |