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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 16,857 | $57.9 萬 | 0.06% | +1,194+7.6% | 加碼 |
| Ieq Capital, LLC | 16,768 | $57.6 萬 | 0.01% | +47+0.3% | 加碼 |
| Stock Yards Bank & Trust Co | 16,637 | $57.1 萬 | 0.02% | −2,741−14.1% | 減碼 |
| Cetera Investment Advisers | 16,585 | $56.9 萬 | 0.00% | +1,281+8.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 16,559 | $56.8 萬 | 0.00% | −1,859−10.1% | 減碼 |
| Rowland & Co Investment Counsel | 16,500 | $56.6 萬 | 0.14% | 00.0% | 不變 |
| United Services Automobile Association | 16,256 | $55.8 萬 | 0.01% | +1,375+9.2% | 加碼 |
| Fiduciary Trust Co | 15,918 | $54.6 萬 | 0.01% | −443−2.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 15,714 | $53.9 萬 | 0.02% | −23,533−60.0% | 減碼 |
| Loudon Investment Management, LLC | 15,463 | $53.1 萬 | 0.37% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 15,037 | $51.6 萬 | 0.02% | −10.0% | 減碼 |
| Clean Yield Group | 14,950 | $51.2 萬 | 0.23% | 00.0% | 不變 |
| Levy Wealth Management Group, LLC | 14,591 | $50.1 萬 | 0.16% | +47+0.3% | 加碼 |
| CIBC Asset Management Inc | 14,485 | $49.7 萬 | 0.00% | −820−5.4% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $49.5 萬 | 0.34% | 00.0% | 不變 |
| Intech Investment Management LLC | 14,183 | $48.7 萬 | 0.01% | −6,147−30.2% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $48.1 萬 | 0.34% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 13,970 | $48.0 萬 | 0.11% | −1,748−11.1% | 減碼 |
| JustInvest LLC | 13,884 | $47.7 萬 | 0.01% | +1,093+8.5% | 加碼 |
| Spinnaker Trust | 13,815 | $47.4 萬 | 0.04% | +861+6.6% | 加碼 |
| Vontobel Holding Ltd. | 13,705 | $47.0 萬 | 0.00% | +1,092+8.7% | 加碼 |
| Quadrature Capital Ltd | 13,675 | $47.0 萬 | 0.01% | +6,061+79.6% | 加碼 |
| First Pacific Financial | 13,654 | $46.9 萬 | 0.21% | −1,837−11.9% | 減碼 |
| Graham Capital Management, L.P. | 13,519 | $46.4 萬 | 0.01% | +6,299+87.2% | 加碼 |
| ELCO Management Co., LLC | 13,474 | $46.3 萬 | 0.33% | −13,124−49.3% | 減碼 |
| Vestcor Inc | 13,379 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| Wealth Effects LLC | 13,104 | $45.0 萬 | 0.22% | +851+6.9% | 加碼 |
| Tiaa Trust, National Association | 13,090 | $44.9 萬 | 0.00% | +13,090 | 新進 |
| Blossom Wealth Management | 12,889 | $44.2 萬 | 1.42% | +295+2.3% | 加碼 |
| Agf Management Ltd | 12,854 | $44.1 萬 | 0.00% | +111+0.9% | 加碼 |
| Illinois Municipal Retirement Fund | 12,828 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 12,800 | $43.9 萬 | 0.10% | +2,550+24.9% | 加碼 |
| Moors & Cabot, Inc. | 12,631 | $43.4 萬 | 0.03% | +368+3.0% | 加碼 |
| Philadelphia Trust Co | 12,395 | $42.6 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 12,379 | $42.5 萬 | 0.00% | −1,663−11.8% | 減碼 |
| American Century Companies Inc | 12,078 | $41.5 萬 | 0.00% | +430+3.7% | 加碼 |
| Metis Global Partners, LLC | 12,030 | $41.3 萬 | 0.02% | +1,283+11.9% | 加碼 |
| Diversified, LLC | 11,656 | $40.0 萬 | 0.10% | +50.0% | 加碼 |
| National Bank of Canada | 12,161 | $39.7 萬 | 0.00% | −5,020−29.2% | 減碼 |
| Institute for Wealth Management, LLC. | 11,175 | $38.4 萬 | 0.07% | −115−1.0% | 減碼 |
| O'Brien Greene & Co. Inc | 11,114 | $38.2 萬 | 0.14% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 11,074 | $38.0 萬 | 0.18% | +11,074 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,831 | $37.2 萬 | 0.00% | +328+3.1% | 加碼 |
| Welch & Forbes LLC | 10,820 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 10,771 | $37.0 萬 | 0.07% | +10.0% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $36.6 萬 | 0.18% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 10,563 | $36.3 萬 | 0.01% | +126+1.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 10,537 | $36.2 萬 | 0.00% | −33,807−76.2% | 減碼 |
| RSM US Wealth Management LLC | 10,417 | $35.8 萬 | 0.01% | +311+3.1% | 加碼 |
| GSG Advisors LLC | 10,379 | $35.6 萬 | 0.17% | +10,379 | 新進 |
| J.W. Cole Advisors, Inc. | 10,321 | $35.4 萬 | 0.03% | −11,802−53.3% | 減碼 |
| Cullen Capital Management LLC | 10,318 | $35.4 萬 | 0.00% | +5,054+96.0% | 加碼 |
| Brookfield Asset Management Inc. | 10,250 | $35.2 萬 | 0.00% | −1,900−15.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 10,114 | $34.7 萬 | 0.01% | +161+1.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,004 | $34.3 萬 | 0.04% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 9,980 | $34.3 萬 | 0.01% | +9,980 | 新進 |
| Conestoga Capital Advisors, LLC | 9,937 | $34.1 萬 | 0.01% | +2,600+35.4% | 加碼 |
| Algert Global LLC | 9,918 | $34.0 萬 | 0.02% | +1,373+16.1% | 加碼 |
| Fulcrum Equity Management | 9,909 | $34.0 萬 | 0.40% | +39+0.4% | 加碼 |
| Pathstone Family Office, LLC | 9,825 | $33.7 萬 | 0.00% | +4,552+86.3% | 加碼 |
| Keybank National Association | 9,749 | $33.5 萬 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 9,720 | $33.4 萬 | 0.04% | +581+6.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,693 | $33.3 萬 | 0.01% | −2,547−20.8% | 減碼 |
| Perpetual Ltd | 9,688 | $33.3 萬 | 0.00% | +9,688 | 新進 |
| Advisors Capital Management, LLC | 9,618 | $33.0 萬 | 0.01% | +3,141+48.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,438 | $32.4 萬 | 0.01% | +28+0.3% | 加碼 |
| Ossiam | 9,412 | $32.3 萬 | 0.01% | +638+7.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,412 | $32.3 萬 | 0.02% | +9,412 | 新進 |
| W.H. Cornerstone Investments Inc. | 9,370 | $32.2 萬 | 0.28% | −2,014−17.7% | 減碼 |
| Phoenix Holdings Ltd. | 9,330 | $31.9 萬 | 0.01% | +1,055+12.7% | 加碼 |
| HB Wealth Management, LLC | 9,206 | $31.6 萬 | 0.01% | −664−6.7% | 減碼 |
| Marcum Wealth, LLC | 9,096 | $31.2 萬 | 0.04% | +17+0.2% | 加碼 |
| Foundations Investment Advisors, LLC | 9,087 | $31.2 萬 | 0.01% | +164+1.8% | 加碼 |
| Cerity Partners LLC | 8,914 | $30.6 萬 | 0.00% | −2,597−22.6% | 減碼 |
| Sigma Planning Corp | 8,777 | $30.1 萬 | 0.01% | +246+2.9% | 加碼 |
| Raymond James Trust N.A. | 8,635 | $29.6 萬 | 0.01% | −1,411−14.0% | 減碼 |
| Central Trust Co | 8,539 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| First Affirmative Financial Network | 8,472 | $29.1 萬 | 0.28% | +756+9.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,413 | $28.9 萬 | 0.00% | +177+2.1% | 加碼 |
| Apella Capital, LLC | 8,358 | $28.7 萬 | 0.02% | +39+0.5% | 加碼 |
| EagleClaw Capital Managment, LLC | 8,302 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 8,285 | $28.4 萬 | 0.01% | +541+7.0% | 加碼 |
| Birch Hill Investment Advisors LLC | 8,253 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| Mendel Money Management | 8,230 | $28.3 萬 | 0.15% | +2,500+43.6% | 加碼 |
| Rockland Trust Co | 8,225 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,865 | $27.0 萬 | 0.00% | +6+0.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,847 | $26.9 萬 | 0.02% | +610+8.4% | 加碼 |
| Armstrong Advisory Group, Inc | 7,739 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 7,589 | $26.0 萬 | 0.13% | +5+0.1% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Cipher Capital LP | 7,478 | $25.7 萬 | 0.18% | −51,625−87.3% | 減碼 |
| Bank of Nova Scotia | 7,457 | $25.6 萬 | 0.00% | −5,459−42.3% | 減碼 |
| Kennedy Investment Group | 7,431 | $25.5 萬 | 0.15% | +184+2.5% | 加碼 |
| Paradigm Asset Management Co LLC | 7,400 | $25.4 萬 | 0.07% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 7,386 | $25.4 萬 | 0.02% | +1,859+33.6% | 加碼 |
| Captrust Financial Advisors | 7,367 | $25.3 萬 | 0.00% | +70+1.0% | 加碼 |
| Argent Trust Co | 7,142 | $24.5 萬 | 0.01% | +500+7.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 7,125 | $24.5 萬 | 0.00% | −311−4.2% | 減碼 |
| Banque Cantonale Vaudoise | 7,097 | $24.4 萬 | 0.01% | −1,991−21.9% | 減碼 |