跳到主要內容

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 3 季與 2023 年第 2 季比較

持有 Essential Utilities, Inc. 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

WTRG 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數62611584−31
股數1.91 億611.1 萬2.00 億+1,488 萬 (+8.0%)
市值$76.3 億$2.44 億$68.5 億−$5.37 億 (−7.3%)

11 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(41 家)

2023 年第 3 季季末持有 Essential Utilities, Inc.、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 WTRG 的機構
機構股數市值佔組合 %
Pictet Asset Management Holding SA6,127,138$2.10 億0.26%
FIL Ltd1,000,000$3,433 萬0.04%
Nuance Investments, LLC628,300$2,157 萬0.53%
Lighthouse Investment Partners, LLC383,363$1,316 萬0.78%
NFJ Investment Group, LLC249,863$857.8 萬0.25%
Beck Bode, LLC233,847$802.8 萬2.05%
Boston Trust Walden Corp162,493$557.8 萬0.05%
Eaton Financial Holdings Company, LLC156,140$536.0 萬1.44%
Comerica Bank116,508$400.0 萬0.02%
Duality Advisers, LP65,117$223.5 萬0.27%
Quantbot Technologies LP37,582$129.0 萬0.09%
Wealth Enhancement Advisory Services, LLC33,772$115.9 萬0.00%
Simplex Trading, LLC29,494$101.2 萬0.04%
Pathway Financial Advisers, LLC25,597$87.9 萬0.36%
Teza Capital Management LLC22,572$77.5 萬0.13%
Peoples Bank19,866$68.2 萬0.58%
Provenance Wealth Advisors, LLC17,225$59.1 萬0.10%
Tiaa Trust, National Association13,090$44.9 萬0.00%
SS&H Financial Advisors, Inc.11,074$38.0 萬0.18%
GSG Advisors LLC10,379$35.6 萬0.17%
QRG Capital Management, Inc.9,980$34.3 萬0.01%
Perpetual Ltd9,688$33.3 萬0.00%
Cape Cod Five Cents Savings Bank9,412$32.3 萬0.02%
Longfellow Investment Management Co LLC6,987$24.0 萬0.06%
Gitterman Wealth Management, LLC6,441$22.1 萬0.10%
Wade G W & Inc6,400$22.0 萬0.01%
Fulton Bank, N.A.6,286$21.6 萬0.01%
Headinvest, LLC5,362$17.7 萬0.04%
Desjardins Global Asset Management Inc.3,297$11.3 萬0.01%
Larson Financial Group LLC1,200$4.12 萬0.00%
Orion Capital Management LLC1,125$3.86 萬0.03%
PSI Advisors, LLC891$3.06 萬0.01%
First Command Advisory Services, Inc.666$2.29 萬0.00%
Millburn Ridgefield Corp566$1.94 萬0.00%
Catalyst Capital Advisors LLC566$1.94 萬0.00%
LGT Financial Advisors LLC377$1.29 萬0.02%
Tradition Wealth Management, LLC276$9,0000.00%
New England Capital Financial Advisors LLC166$5,6990.00%
West Tower Group, LLC157$5,3900.00%
Tucker Asset Management LLC21$7210.00%
Steward Financial Group LLC12$00.00%

清倉機構(72 家)

2023 年第 2 季季末持有 Essential Utilities, Inc.、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 WTRG 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
ExodusPoint Capital Management, LP200,971$802.1 萬
Navellier & Associates Inc90,978$363.1 萬
Twinbeech Capital LP90,584$361.5 萬
Acadian Asset Management LLC74,804$298.5 萬
Voloridge Investment Management, LLC68,700$274.2 萬
Dynamic Technology Lab Private Ltd44,260$176.6 萬
Point72 Middle East FZE32,841$131.1 萬
Jump Financial, LLC31,339$125.1 萬
Schonfeld Strategic Advisors LLC30,351$121.1 萬
ISAM Funds (UK) Ltd26,965$107.6 萬
Neo Ivy Capital Management25,515$101.8 萬
Trexquant Investment LP21,567$86.1 萬
Good Life Advisors, LLC20,973$83.7 萬
Americana Partners, LLC18,300$73.0 萬
Marshall Wace, LLP17,734$70.8 萬
Occudo Quantitative Strategies LP16,957$67.7 萬
Bayesian Capital Management, LP12,800$51.1 萬
Echo Street Capital Management LLC11,533$46.0 萬
Mackenzie Financial Corp11,102$44.8 萬
Stony Point Wealth Management Inc.10,533$42.0 萬
Quantamental Technologies LLC9,530$38.0 萬
First Republic Investment Management, Inc.8,836$35.3 萬
Twin Tree Management, LP7,754$30.9 萬
Banque Pictet & Cie SA7,591$30.3 萬
Veritable, L.P.7,541$30.1 萬
Virtu Financial LLC7,468$29.8 萬
Segall Bryant & Hamill, LLC7,421$29.6 萬
CCG Wealth Management, LLC7,034$28.1 萬
Commerce Bank6,921$27.6 萬
Daymark Wealth Partners, LLC6,418$25.6 萬
United Capital Financial Advisers, LLC6,260$25.0 萬
Blueshift Asset Management, LLC6,106$24.4 萬
StoneX Group Inc.6,033$24.1 萬
Corton Capital Inc.6,028$24.1 萬
Meridian Wealth Partners, LLC5,964$23.8 萬
Cordatus Wealth Management LLC5,921$23.6 萬
Vinva Investment Management Ltd5,860$23.1 萬
Dorsey & Whitney Trust CO LLC5,754$23.0 萬
Advisor Partners II, LLC5,673$22.6 萬
Capital CS Group, LLC5,671$22.6 萬
Lowe Brockenbrough & Co Inc5,650$22.5 萬
Buckingham Strategic Wealth, LLC5,552$22.2 萬
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$22.1 萬
B. Metzler seel. Sohn & Co. AG5,449$21.7 萬
Davis R M Inc5,433$21.7 萬
Glenview Trust Co5,392$21.5 萬
Ergoteles LLC5,376$21.5 萬
Chevy Chase Trust Holdings, Inc.5,300$21.2 萬
Alberta Investment Management Corp5,300$21.2 萬
Univest Financial Corp5,179$20.7 萬
Joel Isaacson & Co., LLC5,025$20.1 萬
Skandinaviska Enskilda Banken AB (publ)1,679$6.70 萬
Quarry LP909$3.63 萬
CoreCommodity Management, LLC598$2.39 萬
WealthPLAN Partners, LLC570$2.27 萬
Achmea Investment Management B.V.515$2.10 萬
Ritter Daniher Financial Advisory LLC500$2.00 萬
Clearview Wealth Advisors LLC491$1.96 萬
Disciplined Investments, LLC472$1.88 萬
Bradley & Co. Private Wealth Management, LLC424$1.69 萬
Riverview Trust Co325$1.30 萬
Roffman Miller Associates Inc191$7,617
ICA Group Wealth Management, LLC125$4,989
Stone House Investment Management, LLC110$4,398
Headlands Technologies LLC109$4,350
Ridgewood Investments LLC63$2,514
Caldwell Sutter Capital, Inc.50$1,996
VitalStone Financial, LLC27$1,000
25 LLC24$995
Pinnacle Financial Partners Inc12$479
Financial Management Professionals, Inc.11$0
Psagot Value Holdings Ltd. / (Israel)4$0

尚未申報 2023 年第 3 季的機構(11 家)

2023 年第 2 季季末持有 Essential Utilities, Inc.、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 WTRG、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA5,003,490$2.00 億
Kames Capital plc1,021,848$4,077 萬
Kistler-Tiffany Companies, LLC49,308$196.8 萬
Financial Architects, Inc21,771$86.9 萬
Tiaa, FSB9,830$39.2 萬
Endurance Wealth Management, Inc.1,500$6.00 萬
First Capital Advisors Group, LLC.1,115$4.45 萬
First Command Bank666$2.66 萬
First Command Financial Services, Inc.666$2.66 萬
Piershale Financial Group, Inc.285$1.14 萬
Lansing Street Advisors144$5,732