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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 20,124 | $68.6 萬 | 0.02% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 20,337 | $69.8 萬 | 0.07% | −105−0.5% | 減碼 |
| Pacer Advisors, Inc. | 20,371 | $69.9 萬 | 0.00% | −21,829−51.7% | 減碼 |
| Bernardo Wealth Planning LLC | 20,594 | $70.7 萬 | 0.28% | −301−1.4% | 減碼 |
| Securian Asset Management, Inc | 20,611 | $70.8 萬 | 0.02% | −821−3.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 21,021 | $72.2 萬 | 0.02% | +483+2.4% | 加碼 |
| Daiwa Securities Group Inc. | 21,506 | $73.8 萬 | 0.01% | −1,400−6.1% | 減碼 |
| Sonen Capital LLC | 21,589 | $74.1 萬 | 1.45% | +3,116+16.9% | 加碼 |
| HSBC Holdings PLC | 21,643 | $74.2 萬 | 0.00% | −35,199−61.9% | 減碼 |
| Natixis Advisors, L.P. | 21,679 | $74.4 萬 | 0.00% | −5,599−20.5% | 減碼 |
| Nordea Investment Management AB | 21,916 | $75.0 萬 | 0.00% | −2,673−10.9% | 減碼 |
| Neuberger Berman Group LLC | 22,033 | $75.6 萬 | 0.00% | −781−3.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 22,328 | $76.7 萬 | 0.01% | +10.0% | 加碼 |
| Whittier Trust Co | 22,544 | $77.4 萬 | 0.01% | +100.0% | 加碼 |
| Teza Capital Management LLC | 22,572 | $77.5 萬 | 0.13% | +22,572 | 新進 |
| Rothschild Investment Corp | 22,583 | $77.5 萬 | 0.07% | −702−3.0% | 減碼 |
| Virtue Capital Management, LLC | 19,432 | $78.1 萬 | 0.13% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 22,826 | $78.4 萬 | 0.01% | +911+4.2% | 加碼 |
| Advisors Asset Management, Inc. | 22,852 | $78.5 萬 | 0.02% | −1,126−4.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,151 | $79.4 萬 | 0.02% | −1,966−7.8% | 減碼 |
| Toth Financial Advisory Corp | 23,143 | $79.5 萬 | 0.12% | +330+1.4% | 加碼 |
| Key Financial Inc | 23,295 | $80.0 萬 | 0.27% | +20.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 23,342 | $80.1 萬 | 0.03% | +20.0% | 加碼 |
| Engineers Gate Manager LP | 24,222 | $83.2 萬 | 0.03% | −48,264−66.6% | 減碼 |
| AlphaStar Capital Management, LLC | 25,038 | $86.0 萬 | 0.11% | −2,788−10.0% | 減碼 |
| Arkadios Wealth Advisors | 25,215 | $86.6 萬 | 0.08% | −54−0.2% | 減碼 |
| Pathway Financial Advisers, LLC | 25,597 | $87.9 萬 | 0.36% | +25,597 | 新進 |
| apricus wealth, LLC | 26,262 | $87.9 萬 | 0.77% | 00.0% | 不變 |
| CenterBook Partners LP | 25,790 | $88.5 萬 | 0.11% | −24,958−49.2% | 減碼 |
| Blackhill Capital Inc | 26,041 | $89.4 萬 | 0.09% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 26,047 | $89.4 萬 | 0.04% | −547−2.1% | 減碼 |
| Davy Global Fund Management Ltd | 27,257 | $93.6 萬 | 0.19% | +10,405+61.7% | 加碼 |
| Continuum Advisory, LLC | 27,379 | $94.0 萬 | 0.15% | −5,000−15.4% | 減碼 |
| Nissay Asset Management Corp | 27,453 | $94.2 萬 | 0.01% | +884+3.3% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 27,986 | $96.1 萬 | 0.73% | −2,025−6.7% | 減碼 |
| First Business Financial Services, Inc. | 28,108 | $96.5 萬 | 0.12% | +126+0.5% | 加碼 |
| Jmac Enterprises LLC | 28,226 | $96.9 萬 | 0.24% | −375−1.3% | 減碼 |
| Community Bank, N.A. | 28,808 | $98.9 萬 | 0.14% | −1,938−6.3% | 減碼 |
| State of Alaska, Department of Revenue | 28,891 | $99.1 萬 | 0.01% | −925−3.1% | 減碼 |
| Versor Investments LP | 28,967 | $99.4 萬 | 0.20% | +8,000+38.2% | 加碼 |
| Xponance, Inc. | 29,347 | $100.7 萬 | 0.01% | −292−1.0% | 減碼 |
| Coastline Trust Co | 29,395 | $100.9 萬 | 0.15% | −4,003−12.0% | 減碼 |
| Simplex Trading, LLC | 29,494 | $101.2 萬 | 0.04% | +29,494 | 新進 |
| Man Group plc | – | $102.6 萬 | 0.00% | – | – |
| Haverford Trust Co | 29,995 | $103.0 萬 | 0.01% | +1,885+6.7% | 加碼 |
| New York Life Investment Management LLC | 30,581 | $105.0 萬 | 0.01% | +15,388+101.3% | 加碼 |
| Addison Capital Co | 31,226 | $107.1 萬 | 0.83% | −3,050−8.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 31,528 | $108.2 萬 | 0.00% | −597−1.9% | 減碼 |
| Public Sector Pension Investment Board | 31,631 | $108.6 萬 | 0.01% | +500+1.6% | 加碼 |
| Mitchell Sinkler & Starr | 32,344 | $111.0 萬 | 0.34% | +10,158+45.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 32,474 | $111.5 萬 | 0.39% | +17+0.1% | 加碼 |
| Modera Wealth Management, LLC | 32,492 | $111.5 萬 | 0.02% | +228+0.7% | 加碼 |
| AE Wealth Management LLC | 32,528 | $111.7 萬 | 0.01% | +1,139+3.6% | 加碼 |
| Federated Hermes, Inc. | 32,769 | $112.5 萬 | 0.00% | −1,798−5.2% | 減碼 |
| Glenmede Trust Co NA | 33,767 | $115.9 萬 | 0.01% | −1,908−5.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 33,772 | $115.9 萬 | 0.00% | +33,772 | 新進 |
| Mariner, LLC | 34,360 | $118.0 萬 | 0.00% | +3,104+9.9% | 加碼 |
| Cetera Advisor Networks LLC | 35,033 | $120.3 萬 | 0.01% | +1,305+3.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 35,341 | $121.3 萬 | 0.35% | −15,514−30.5% | 減碼 |
| Ethic Inc. | 35,382 | $121.5 萬 | 0.04% | +11,525+48.3% | 加碼 |
| Bryn Mawr Trust Co | 35,939 | $123.4 萬 | 0.05% | −450−1.2% | 減碼 |
| Mercer Global Advisors Inc | 36,702 | $126.0 萬 | 0.00% | −2,260−5.8% | 減碼 |
| CI Private Wealth, LLC | 36,903 | $126.7 萬 | 0.00% | −15,533−29.6% | 減碼 |
| Bridgewater Associates, LP | 36,921 | $126.7 萬 | 0.01% | −1,052−2.8% | 減碼 |
| Quantbot Technologies LP | 37,582 | $129.0 萬 | 0.09% | +37,582 | 新進 |
| Cubist Systematic Strategies, LLC | 38,195 | $131.1 萬 | 0.02% | −17,406−31.3% | 減碼 |
| Bridgewater Advisors Inc. | 40,375 | $138.6 萬 | 0.22% | +48+0.1% | 加碼 |
| Lido Advisors, LLC | 40,473 | $138.9 萬 | 0.02% | −3,739−8.5% | 減碼 |
| Tredje AP-fonden | 41,460 | $142.3 萬 | 0.02% | −3,871−8.5% | 減碼 |
| Utah Retirement Systems | 41,798 | $143.5 萬 | 0.02% | +100+0.2% | 加碼 |
| Alps Advisors Inc | 42,120 | $144.6 萬 | 0.01% | +29,850+243.3% | 加碼 |
| TFG Advisers LLC | 42,312 | $145.3 萬 | 0.68% | −1,559−3.6% | 減碼 |
| Arcadia Investment Management Corp | 42,381 | $145.5 萬 | 0.31% | +5,376+14.5% | 加碼 |
| First Personal Financial Services | 42,661 | $146.5 萬 | 0.38% | −3,109−6.8% | 減碼 |
| Aquatic Capital Management LLC | 43,900 | $150.7 萬 | 0.06% | +26,900+158.2% | 加碼 |
| Ostrum Asset Management | 44,722 | $153.5 萬 | 0.14% | −12,481−21.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 45,331 | $155.6 萬 | 0.00% | +15,811+53.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 45,521 | $156.3 萬 | 0.00% | +41,406+1,006.2% | 加碼 |
| Toronto Dominion Bank | 47,903 | $164.5 萬 | 0.00% | −12,372−20.5% | 減碼 |
| Covea Finance | 48,000 | $164.8 萬 | 0.09% | −32,000−40.0% | 減碼 |
| Panagora Asset Management Inc | 48,178 | $165.4 萬 | 0.01% | −8,653−15.2% | 減碼 |
| Jane Street Group, LLC | 48,564 | $166.7 萬 | 0.00% | +35,729+278.4% | 加碼 |
| New Mexico Educational Retirement Board | 48,800 | $167.5 萬 | 0.07% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 48,970 | $168.1 萬 | 0.01% | −2,184−4.3% | 減碼 |
| Prudential PLC | 49,660 | $170.5 萬 | 0.02% | +6,549+15.2% | 加碼 |
| Exchange Traded Concepts, LLC | 49,996 | $171.6 萬 | 0.05% | −9,799−16.4% | 減碼 |
| Tortoise Index Solutions, LLC | 49,996 | $171.6 萬 | 0.36% | +3,478+7.5% | 加碼 |
| Bessemer Group Inc | 50,925 | $174.8 萬 | 0.00% | −157−0.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 51,820 | $177.9 萬 | 0.12% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 51,856 | $178.0 萬 | 0.04% | +1,062+2.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 51,929 | $178.3 萬 | 0.17% | +35,877+223.5% | 加碼 |
| M&T Bank Corp | 51,983 | $178.4 萬 | 0.01% | −36,498−41.2% | 減碼 |
| Kestra Advisory Services, LLC | 52,594 | $180.6 萬 | 0.02% | +14,356+37.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 53,333 | $183.1 萬 | 0.03% | −2,902−5.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 53,970 | $185.3 萬 | 0.05% | +503+0.9% | 加碼 |
| Envestnet Asset Management Inc | 55,231 | $189.6 萬 | 0.00% | +1,147+2.1% | 加碼 |
| Trillium Asset Management, LLC | 56,793 | $195.0 萬 | 0.06% | +8,329+17.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 56,967 | $195.6 萬 | 0.00% | +6,450+12.8% | 加碼 |
| Baird Financial Group, Inc. | 57,797 | $198.4 萬 | 0.01% | −388−0.7% | 減碼 |
| State of Michigan Retirement System | 58,171 | $199.7 萬 | 0.01% | −1,100−1.9% | 減碼 |