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 |
|---|---|---|---|---|---|
| Tortoise Index Solutions, LLC | 46,518 | $185.7 萬 | 0.38% | +831+1.8% | 加碼 |
| First Personal Financial Services | 45,770 | $182.7 萬 | 0.45% | −581−1.3% | 減碼 |
| Atom Investors LP | 45,707 | $182.4 萬 | 0.69% | +45,707 | 新進 |
| Tredje AP-fonden | 45,331 | $180.9 萬 | 0.03% | −7,506−14.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 44,344 | $177.0 萬 | 0.00% | −33,859−43.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 44,260 | $176.6 萬 | 0.22% | −5,074−10.3% | 減碼 |
| Lido Advisors, LLC | 44,212 | $176.5 萬 | 0.02% | +3,106+7.6% | 加碼 |
| TFG Advisers LLC | 43,871 | $175.1 萬 | 0.80% | −338−0.8% | 減碼 |
| Prudential PLC | 43,111 | $172.1 萬 | 0.02% | −463−1.1% | 減碼 |
| Pacer Advisors, Inc. | 42,200 | $168.4 萬 | 0.01% | +42,200 | 新進 |
| Teachers Retirement System of the State of Kentucky | 42,156 | $168.3 萬 | 0.02% | +3,931+10.3% | 加碼 |
| Creative Planning | 42,112 | $168.1 萬 | 0.00% | −3,555−7.8% | 減碼 |
| Utah Retirement Systems | 41,698 | $166.4 萬 | 0.02% | +600+1.5% | 加碼 |
| Bridgewater Advisors Inc. | 40,327 | $160.9 萬 | 0.32% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 39,247 | $156.6 萬 | 0.05% | +39,247 | 新進 |
| Glenmede Trust Co NA | 35,675 | $155.7 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 38,962 | $155.5 萬 | 0.01% | −1,422−3.5% | 減碼 |
| Kestra Advisory Services, LLC | 38,238 | $152.6 萬 | 0.02% | +3,316+9.5% | 加碼 |
| Bridgewater Associates, LP | 37,973 | $151.6 萬 | 0.01% | −2,283−5.7% | 減碼 |
| Arcadia Investment Management Corp | 37,005 | $147.7 萬 | 0.30% | +7,508+25.5% | 加碼 |
| Bryn Mawr Trust Co | 36,389 | $145.3 萬 | 0.06% | −400−1.1% | 減碼 |
| SG Americas Securities, LLC | 35,948 | $143.5 萬 | 0.01% | −10,554−22.7% | 減碼 |
| Federated Hermes, Inc. | 34,567 | $138.0 萬 | 0.00% | −699−2.0% | 減碼 |
| Addison Capital Co | 34,276 | $136.7 萬 | 0.98% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 33,728 | $134.6 萬 | 0.01% | −960−2.8% | 減碼 |
| Coastline Trust Co | 33,398 | $133.3 萬 | 0.19% | −9,040−21.3% | 減碼 |
| Point72 Middle East FZE | 32,841 | $131.1 萬 | 0.07% | +32,841 | 新進 |
| Sterling Investment Advisors, Ltd. | 32,457 | $129.5 萬 | 0.43% | −7,987−19.7% | 減碼 |
| Continuum Advisory, LLC | 32,379 | $129.2 萬 | 0.21% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 32,264 | $128.8 萬 | 0.02% | +199+0.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 32,125 | $128.2 萬 | 0.00% | +939+3.0% | 加碼 |
| AE Wealth Management LLC | 31,389 | $125.3 萬 | 0.01% | +885+2.9% | 加碼 |
| Jump Financial, LLC | 31,339 | $125.1 萬 | 0.05% | +31,339 | 新進 |
| Mariner, LLC | 31,256 | $124.7 萬 | 0.00% | +2,919+10.3% | 加碼 |
| Public Sector Pension Investment Board | 31,131 | $124.2 萬 | 0.01% | +3,100+11.1% | 加碼 |
| Community Bank, N.A. | 30,746 | $122.7 萬 | 0.16% | +3,975+14.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 30,351 | $121.1 萬 | 0.01% | −98,207−76.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 30,011 | $119.8 萬 | 0.82% | −700−2.3% | 減碼 |
| Greenland Capital Management LP | 29,830 | $119.1 萬 | 0.17% | −49,038−62.2% | 減碼 |
| State of Alaska, Department of Revenue | 29,816 | $118.9 萬 | 0.01% | −3,067−9.3% | 減碼 |
| Xponance, Inc. | 29,639 | $118.3 萬 | 0.02% | −2,013−6.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 29,520 | $117.8 萬 | 0.00% | +4,080+16.0% | 加碼 |
| Jmac Enterprises LLC | 28,601 | $114.1 萬 | 0.28% | +316+1.1% | 加碼 |
| Haverford Trust Co | 28,110 | $112.2 萬 | 0.01% | −140.0% | 減碼 |
| First Business Financial Services, Inc. | 27,982 | $111.7 萬 | 0.14% | +370+1.3% | 加碼 |
| AlphaStar Capital Management, LLC | 27,826 | $111.1 萬 | 0.13% | +196+0.7% | 加碼 |
| Natixis Advisors, L.P. | 27,278 | $108.9 萬 | 0.00% | +5,897+27.6% | 加碼 |
| ISAM Funds (UK) Ltd | 26,965 | $107.6 萬 | 0.96% | +26,965 | 新進 |
| apricus wealth, LLC | 26,262 | $107.4 萬 | 0.94% | 00.0% | 不變 |
| ELCO Management Co., LLC | 26,598 | $106.2 萬 | 0.77% | −1,035−3.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 26,594 | $106.1 萬 | 0.05% | +763+3.0% | 加碼 |
| Nissay Asset Management Corp | 26,569 | $106.0 萬 | 0.01% | −57−0.2% | 減碼 |
| Blackhill Capital Inc | 26,041 | $103.9 萬 | 0.11% | 00.0% | 不變 |
| Neo Ivy Capital Management | 25,515 | $101.8 萬 | 0.54% | +25,515 | 新進 |
| Arkadios Wealth Advisors | 25,269 | $100.8 萬 | 0.12% | +22+0.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 25,117 | $100.2 萬 | 0.02% | −7,460−22.9% | 減碼 |
| Nordea Investment Management AB | 24,589 | $97.4 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 23,978 | $95.7 萬 | 0.02% | +1,272+5.6% | 加碼 |
| Ethic Inc. | 23,857 | $94.8 萬 | 0.04% | −760−3.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,340 | $93.2 萬 | 0.03% | −3,991−14.6% | 減碼 |
| Key Financial Inc | 23,293 | $93.0 萬 | 0.31% | +429+1.9% | 加碼 |
| Rothschild Investment Corp | 23,285 | $92.9 萬 | 0.08% | −150−0.6% | 減碼 |
| Daiwa Securities Group Inc. | 22,906 | $91.4 萬 | 0.01% | −2,147−8.6% | 減碼 |
| Neuberger Berman Group LLC | 22,814 | $91.1 萬 | 0.00% | −205−0.9% | 減碼 |
| Toth Financial Advisory Corp | 22,813 | $91.0 萬 | 0.13% | −482−2.1% | 減碼 |
| Whittier Trust Co | 22,534 | $89.9 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 22,350 | $89.2 萬 | 0.24% | +3,637+19.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,327 | $89.1 萬 | 0.01% | +351+1.6% | 加碼 |
| Mitchell Sinkler & Starr | 22,186 | $88.5 萬 | 0.25% | −255−1.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 22,123 | $88.3 萬 | 0.06% | +11,832+115.0% | 加碼 |
| British Columbia Investment Management Corp | 21,915 | $87.5 萬 | 0.01% | 00.0% | 不變 |
| Financial Architects, Inc | 21,771 | $86.9 萬 | 0.13% | −582−2.6% | 減碼 |
| Trexquant Investment LP | 21,567 | $86.1 萬 | 0.02% | −10,825−33.4% | 減碼 |
| Securian Asset Management, Inc | 21,432 | $85.5 萬 | 0.02% | −305−1.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 20,124 | $84.8 萬 | 0.02% | −921−4.4% | 減碼 |
| Good Life Advisors, LLC | 20,973 | $83.7 萬 | 0.09% | +6,051+40.6% | 加碼 |
| Versor Investments LP | 20,967 | $83.7 萬 | 0.14% | −3,234−13.4% | 減碼 |
| Bernardo Wealth Planning LLC | 20,895 | $83.4 萬 | 0.33% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 20,822 | $83.1 萬 | 0.04% | −300−1.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 20,538 | $82.0 萬 | 0.02% | +551+2.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 20,442 | $81.6 萬 | 0.08% | +20,442 | 新進 |
| Walleye Capital LLC | 20,335 | $81.2 萬 | 0.01% | −6,979−25.6% | 減碼 |
| Intech Investment Management LLC | 20,330 | $81.1 萬 | 0.01% | +5,624+38.2% | 加碼 |
| US Bancorp | 20,271 | $80.9 萬 | 0.00% | −1,959−8.8% | 減碼 |
| D.A. Davidson & Co. | 20,002 | $79.8 萬 | 0.01% | −441−2.2% | 減碼 |
| Wealthspire Advisors, LLC | 19,586 | $78.2 萬 | 0.01% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 19,432 | $78.1 萬 | 0.13% | −3,637−15.8% | 減碼 |
| Stock Yards Bank & Trust Co | 19,378 | $77.3 萬 | 0.03% | −5,426−21.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 19,145 | $76.4 萬 | 0.13% | 00.0% | 不變 |
| TD Asset Management Inc | 19,071 | $76.1 萬 | 0.00% | −64−0.3% | 減碼 |
| Teacher Retirement System of Texas | 18,984 | $75.8 萬 | 0.01% | −8,730−31.5% | 減碼 |
| Truist Financial Corp | 18,653 | $74.4 萬 | 0.00% | +46+0.2% | 加碼 |
| Sonen Capital LLC | 18,473 | $73.7 萬 | 1.22% | +712+4.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,418 | $73.5 萬 | 0.00% | −728−3.8% | 減碼 |
| Americana Partners, LLC | 18,300 | $73.0 萬 | 0.09% | −9,950−35.2% | 減碼 |
| Shell Asset Management Co | 18,289 | $73.0 萬 | 0.03% | −745−3.9% | 減碼 |
| Liberty One Investment Management, LLC | 18,201 | $72.6 萬 | 0.09% | −707−3.7% | 減碼 |
| Marshall Wace, LLP | 17,734 | $70.8 萬 | 0.00% | −7,245−29.0% | 減碼 |
| National Bank of Canada | 17,181 | $69.2 萬 | 0.00% | +679+4.1% | 加碼 |
| Smithfield Trust Co | 17,269 | $68.9 萬 | 0.04% | 00.0% | 不變 |