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 13F 持有人
Essential Utilities, Inc. 在 2023/9/30 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
- 584
- 較 2023 年第 2 季 −31 家
- 持有股數
- 2.00 億
- 較 2023 年第 2 季 +1,488 萬 (+8.0%)
- 總市值
- $68.5 億
- 較 2023 年第 2 季 −$5.37 億 (−7.3%)
- 新進機構
- 41
- 另有 220 家加碼
- 清倉機構
- 72
- 另有 208 家減碼
另有 11 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $5.82 萬 | 0.03% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 1,800 | $6.18 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,805 | $6.20 萬 | 0.01% | +10+0.6% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,819 | $6.24 萬 | 0.01% | −143−7.3% | 減碼 |
| Parallel Advisors, LLC | 1,854 | $6.37 萬 | 0.00% | +63+3.5% | 加碼 |
| Geneos Wealth Management Inc. | 1,866 | $6.41 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,958 | $6.72 萬 | 0.00% | +869+79.8% | 加碼 |
| Ci Investments Inc. | 2,015 | $6.90 萬 | 0.00% | +18+0.9% | 加碼 |
| Colonial Trust Advisors | 2,042 | $7.01 萬 | 0.01% | −350−14.6% | 減碼 |
| Rosenberg Matthew Hamilton | 2,080 | $7.14 萬 | 0.02% | +500+31.6% | 加碼 |
| Umb Bank N A | 2,087 | $7.16 萬 | 0.00% | +66+3.3% | 加碼 |
| V-Square Quantitative Management LLC | 2,096 | $7.20 萬 | 0.03% | +182+9.5% | 加碼 |
| Truvestments Capital LLC | 2,148 | $7.37 萬 | 0.04% | +18+0.8% | 加碼 |
| Allworth Financial LP | 2,229 | $7.65 萬 | 0.00% | +85+4.0% | 加碼 |
| Archer Investment Corp | 2,250 | $7.72 萬 | 0.03% | +111+5.2% | 加碼 |
| Kepos Capital LP | 2,275 | $7.80 萬 | 0.01% | −1,213−34.8% | 減碼 |
| TD Private Client Wealth LLC | 2,286 | $7.85 萬 | 0.00% | −417−15.4% | 減碼 |
| Kempen Capital Management N.V. | 2,424 | $8.32 萬 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 2,436 | $8.36 萬 | 0.00% | −259−9.6% | 減碼 |
| Tower View Investment Management & Research LLC | 2,458 | $8.40 萬 | 0.06% | −208−7.8% | 減碼 |
| Citizens National Bank Trust Department | 2,450 | $8.41 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,508 | $8.61 萬 | 0.00% | +102+4.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,528 | $8.68 萬 | 0.02% | +9+0.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,531 | $8.69 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,531 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 2,552 | $8.80 萬 | 0.02% | 00.0% | 不變 |
| Bank of New Hampshire | 2,875 | $9.87 萬 | 0.03% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,882 | $9.89 萬 | 0.02% | −1,588−35.5% | 減碼 |
| Washington Trust Co | 2,930 | $10.1 萬 | 0.00% | −2,140−42.2% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,977 | $10.2 萬 | 0.08% | +116+4.1% | 加碼 |
| Trust Co of Vermont | 3,020 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 3,075 | $10.6 萬 | 0.00% | −312−9.2% | 減碼 |
| Hanson & Doremus Investment Management | 3,142 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,423 | $11.3 萬 | 0.01% | −167−4.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,297 | $11.3 萬 | 0.01% | +3,297 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,419 | $11.7 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,426 | $11.8 萬 | 0.03% | −18,924−84.7% | 減碼 |
| Sunbelt Securities, Inc. | 3,614 | $12.4 萬 | 0.02% | −202−5.3% | 減碼 |
| Sound Income Strategies, LLC | 3,698 | $12.7 萬 | 0.01% | −1,048−22.1% | 減碼 |
| CWM, LLC | 3,856 | $13.2 萬 | 0.00% | +933+31.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,307 | $14.8 萬 | 0.00% | −12,567−74.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,556 | $15.6 萬 | 0.00% | −715−13.6% | 減碼 |
| Manchester Capital Management LLC | 4,647 | $16.0 萬 | 0.02% | −9,152−66.3% | 減碼 |
| Centaurus Financial, Inc. | 4,841 | $16.6 萬 | 0.01% | +3+0.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,875 | $16.7 萬 | 0.01% | +4,563+1,462.5% | 加碼 |
| Quadrant Capital Group LLC | 4,926 | $16.9 萬 | 0.02% | +1,036+26.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 5,057 | $17.4 萬 | 0.00% | −991−16.4% | 減碼 |
| Headinvest, LLC | 5,362 | $17.7 萬 | 0.04% | +5,362 | 新進 |
| Blume Capital Management, Inc. | 5,355 | $18.4 萬 | 0.05% | 00.0% | 不變 |
| Private Trust Co NA | 5,735 | $19.7 萬 | 0.03% | −17−0.3% | 減碼 |
| Stillwater Capital Advisors, LLC | 5,879 | $20.2 萬 | 0.04% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 5,930 | $20.4 萬 | 0.18% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 5,934 | $20.4 萬 | 0.23% | 00.0% | 不變 |
| Kingfisher Capital LLC | 6,066 | $20.8 萬 | 0.06% | +49+0.8% | 加碼 |
| Charter Trust Co | 6,067 | $20.8 萬 | 0.02% | +585+10.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 6,119 | $21.0 萬 | 0.00% | −2,550−29.4% | 減碼 |
| Tower Wealth Partners, Inc. | 6,171 | $21.2 萬 | 0.17% | −1,569−20.3% | 減碼 |
| Wetherby Asset Management Inc | 6,193 | $21.3 萬 | 0.01% | +388+6.7% | 加碼 |
| XTX Topco Ltd | 6,222 | $21.4 萬 | 0.04% | +54+0.9% | 加碼 |
| Prio Wealth Limited Partnership | 6,232 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 6,250 | $21.5 萬 | 0.05% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $21.5 萬 | 0.06% | 00.0% | 不變 |
| Girard Partners Ltd. | 6,284 | $21.6 萬 | 0.02% | +55+0.9% | 加碼 |
| Fulton Bank, N.A. | 6,286 | $21.6 萬 | 0.01% | +6,286 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 6,367 | $21.9 萬 | 0.03% | +25+0.4% | 加碼 |
| Huntington National Bank | 6,398 | $22.0 萬 | 0.00% | −501−7.3% | 減碼 |
| Wade G W & Inc | 6,400 | $22.0 萬 | 0.01% | +6,400 | 新進 |
| Nations Financial Group Inc, | 6,409 | $22.0 萬 | 0.02% | +937+17.1% | 加碼 |
| Gitterman Wealth Management, LLC | 6,441 | $22.1 萬 | 0.10% | +6,441 | 新進 |
| Natixis Investment Managers International | 6,522 | $22.4 萬 | 0.02% | −423−6.1% | 減碼 |
| Providence Wealth Advisors, LLC | 6,835 | $22.5 萬 | 0.25% | 00.0% | 不變 |
| Profund Advisors LLC | 6,555 | $22.5 萬 | 0.01% | −990−13.1% | 減碼 |
| Dearborn Partners LLC | 6,565 | $22.5 萬 | 0.01% | +15+0.2% | 加碼 |
| Oppenheimer & Co Inc | 6,718 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 6,735 | $23.1 萬 | 0.00% | −21,984−76.5% | 減碼 |
| Charter Oak Capital Management, LLC | 6,770 | $23.2 萬 | 0.03% | +52+0.8% | 加碼 |
| Youngs Advisory Group, Inc. | 6,778 | $23.3 萬 | 0.13% | 00.0% | 不變 |
| Northstar Asset Management LLC | 6,835 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| Signaturefd, LLC | 6,967 | $23.9 萬 | 0.01% | +4,405+171.9% | 加碼 |
| Longfellow Investment Management Co LLC | 6,987 | $24.0 萬 | 0.06% | +6,987 | 新進 |
| RTD Financial Advisors, Inc. | 7,103 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 7,097 | $24.4 萬 | 0.01% | −1,991−21.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,125 | $24.5 萬 | 0.00% | −311−4.2% | 減碼 |
| Argent Trust Co | 7,142 | $24.5 萬 | 0.01% | +500+7.5% | 加碼 |
| Captrust Financial Advisors | 7,367 | $25.3 萬 | 0.00% | +70+1.0% | 加碼 |
| CAPROCK Group, Inc. | 7,386 | $25.4 萬 | 0.02% | +1,859+33.6% | 加碼 |
| Paradigm Asset Management Co LLC | 7,400 | $25.4 萬 | 0.07% | 00.0% | 不變 |
| Kennedy Investment Group | 7,431 | $25.5 萬 | 0.15% | +184+2.5% | 加碼 |
| Bank of Nova Scotia | 7,457 | $25.6 萬 | 0.00% | −5,459−42.3% | 減碼 |
| Cipher Capital LP | 7,478 | $25.7 萬 | 0.18% | −51,625−87.3% | 減碼 |
| Pinnacle Associates Ltd | 7,537 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 7,589 | $26.0 萬 | 0.13% | +5+0.1% | 加碼 |
| Armstrong Advisory Group, Inc | 7,739 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 7,847 | $26.9 萬 | 0.02% | +610+8.4% | 加碼 |
| Johnson Investment Counsel Inc | 7,865 | $27.0 萬 | 0.00% | +6+0.1% | 加碼 |
| Rockland Trust Co | 8,225 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Mendel Money Management | 8,230 | $28.3 萬 | 0.15% | +2,500+43.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 8,253 | $28.3 萬 | 0.02% | 00.0% | 不變 |