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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,182,086 | $4,717 萬 | 0.02% | +42,754+3.8% | 加碼 |
| Empower Advisory Group, LLC | 1,202,998 | $4,801 萬 | 0.21% | +35,212+3.0% | 加碼 |
| First Trust Advisors LP | 1,301,325 | $5,194 萬 | 0.06% | −83,234−6.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,396,328 | $6,095 萬 | 0.03% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 1,568,239 | $6,259 萬 | 0.13% | −960,510−38.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,693,762 | $6,760 萬 | 0.02% | +26,479+1.6% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,899,222 | $7,580 萬 | 3.33% | +138,796+7.9% | 加碼 |
| Morgan Stanley | 2,004,980 | $8,002 萬 | 0.01% | −69,659−3.4% | 減碼 |
| Zimmer Partners, LP | 2,096,278 | $8,366 萬 | 2.09% | −63,000−2.9% | 減碼 |
| Macquarie Group Ltd | 2,171,254 | $8,665 萬 | 0.10% | +1,218,896+128.0% | 加碼 |
| Franklin Resources Inc | 2,332,676 | $9,310 萬 | 0.04% | +31,916+1.4% | 加碼 |
| Duff & Phelps Investment Management Co | 2,516,958 | $1.00 億 | 1.22% | 00.0% | 不變 |
| Norges Bank | 2,636,074 | $1.05 億 | 0.02% | −281,636−9.7% | 減碼 |
| Bank of New York Mellon Corp | 2,692,337 | $1.07 億 | 0.02% | −39,067−1.4% | 減碼 |
| Legal & General Group Plc | 2,751,311 | $1.10 億 | 0.04% | +77,998+2.9% | 加碼 |
| Northern Trust Corp | 3,361,742 | $1.34 億 | 0.03% | −116,723−3.4% | 減碼 |
| Geode Capital Management, LLC | 3,599,518 | $1.43 億 | 0.02% | +213,245+6.3% | 加碼 |
| Invesco Ltd. | 4,205,416 | $1.68 億 | 0.04% | +325,981+8.4% | 加碼 |
| Pictet Asset Management SA | 5,003,490 | $2.00 億 | 0.24% | −428,619−7.9% | 減碼 |
| Amundi | 8,148,701 | $3.26 億 | 0.16% | +1,046,180+14.7% | 加碼 |
| State Street Corp | 14,243,930 | $5.68 億 | 0.03% | +348,953+2.5% | 加碼 |
| Canada Pension Plan Investment Board | 21,661,095 | $8.64 億 | 1.31% | 00.0% | 不變 |
| Vanguard Group Inc | 27,069,025 | $10.8 億 | 0.03% | +135,879+0.5% | 加碼 |
| BlackRock Inc. | 30,111,063 | $12.0 億 | 0.03% | −18,164−0.1% | 減碼 |
| Sofos Investments, Inc. | 40 | – | – | −4−9.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| HRT Financial LP | 0 | $0 | 0.00% | −248,156−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −79,525−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −41,815−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,216−100.0% | 清倉 |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −25,771−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,206−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,522−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −20,032−100.0% | 清倉 |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −18,848−100.0% | 清倉 |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −18,735−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,400−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −17,600−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,066−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −17,054−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,404−100.0% | 清倉 |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −11,790−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,830−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,752−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,598−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −8,950−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −8,950−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,714−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −8,388−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −8,142−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −8,090−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,894−100.0% | 清倉 |
| Humankind Investments LLC | 0 | $0 | 0.00% | −7,894−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −7,724−100.0% | 清倉 |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −7,331−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −7,121−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,938−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,839−100.0% | 清倉 |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −5,943−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,863−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,841−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −5,826−100.0% | 清倉 |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −5,420−100.0% | 清倉 |
| Planning Directions Inc | 0 | $0 | 0.00% | −5,380−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,310−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Wade G W & Inc | 0 | $0 | 0.00% | −5,003−100.0% | 清倉 |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −4,918−100.0% | 清倉 |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −4,889−100.0% | 清倉 |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −4,881−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −4,829−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −4,789−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −4,775−100.0% | 清倉 |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −4,700−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,626−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,596−100.0% | 清倉 |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −4,595−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,592−100.0% | 清倉 |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −4,213−100.0% | 清倉 |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,963−100.0% | 清倉 |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,666−100.0% | 清倉 |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −1,666−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,125−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −843−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −772−100.0% | 清倉 |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −647−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −609−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −527−100.0% | 清倉 |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −444−100.0% | 清倉 |
| City Holding Co | 0 | $0 | 0.00% | −414−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −407−100.0% | 清倉 |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −297−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −228−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −138−100.0% | 清倉 |
| Bangor Savings Bank | 0 | $0 | 0.00% | −64−100.0% | 清倉 |