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 4 季 13F 持有人
Essential Utilities, Inc. 在 2023/12/31 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
- 623
- 較 2023 年第 3 季 +44 家
- 持有股數
- 2.04 億
- 較 2023 年第 3 季 +443.9 萬 (+2.2%)
- 總市值
- $76.3 億
- 較 2023 年第 3 季 +$7.82 億 (+11.4%)
- 新進機構
- 86
- 另有 242 家加碼
- 清倉機構
- 42
- 另有 198 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 1,519,001 | $5,673 萬 | 0.06% | +86,193+6.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,615,381 | $6,033 萬 | 0.02% | +98,967+6.5% | 加碼 |
| Macquarie Group Ltd | 1,697,003 | $6,338 萬 | 0.07% | +292,511+20.8% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,866,350 | $6,971 萬 | 2.79% | −100,337−5.1% | 減碼 |
| Bank of Montreal | 1,915,034 | $7,211 萬 | 0.04% | +1,732,479+949.0% | 加碼 |
| Charles Schwab Investment Management Inc | 1,931,118 | $7,213 萬 | 0.02% | +162,556+9.2% | 加碼 |
| FMR LLC | 1,935,989 | $7,231 萬 | 0.01% | +1,357,708+234.8% | 加碼 |
| Norges Bank | 2,604,760 | $9,729 萬 | 0.02% | −31,314−1.2% | 減碼 |
| Bank of New York Mellon Corp | 2,777,495 | $1.04 億 | 0.02% | +149,916+5.7% | 加碼 |
| Duff & Phelps Investment Management Co | 3,069,377 | $1.15 億 | 1.38% | +313,277+11.4% | 加碼 |
| Legal & General Group Plc | 3,109,601 | $1.16 億 | 0.04% | +191,399+6.6% | 加碼 |
| Northern Trust Corp | 3,337,735 | $1.25 億 | 0.02% | −48,998−1.4% | 減碼 |
| Morgan Stanley | 3,704,956 | $1.38 億 | 0.01% | +1,492,222+67.4% | 加碼 |
| Invesco Ltd. | 3,783,658 | $1.41 億 | 0.03% | −306,875−7.5% | 減碼 |
| Geode Capital Management, LLC | 3,924,015 | $1.46 億 | 0.02% | +208,544+5.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,120,718 | $1.54 億 | 0.10% | +3,544,731+615.4% | 加碼 |
| Pictet Asset Management Holding SA | 5,737,495 | $2.14 億 | 0.24% | −389,643−6.4% | 減碼 |
| Amundi | 9,551,311 | $3.59 億 | 0.16% | +1,206,947+14.5% | 加碼 |
| State Street Corp | 13,484,594 | $5.04 億 | 0.02% | +226,806+1.7% | 加碼 |
| Canada Pension Plan Investment Board | 21,661,095 | $8.09 億 | 1.02% | 00.0% | 不變 |
| Vanguard Group Inc | 27,992,080 | $10.5 億 | 0.02% | +823,495+3.0% | 加碼 |
| BlackRock Inc. | 31,005,294 | $11.6 億 | 0.03% | +5,3800.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −383,363−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −233,847−100.0% | 清倉 |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −156,140−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −121,152−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −113,186−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −99,704−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −87,984−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −65,117−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −51,929−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −51,820−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,195−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,582−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,921−100.0% | 清倉 |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −27,257−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −25,038−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −22,572−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,390−100.0% | 清倉 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,675−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,519−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,250−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,114−100.0% | 清倉 |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −9,909−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −9,688−100.0% | 清倉 |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −9,412−100.0% | 清倉 |
| Youngs Advisory Group, Inc. | 0 | $0 | 0.00% | −6,778−100.0% | 清倉 |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −6,565−100.0% | 清倉 |
| Wade G W & Inc | 0 | $0 | 0.00% | −6,400−100.0% | 清倉 |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −6,350−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −6,286−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −4,875−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −3,614−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,819−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −605−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −269−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −157−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Bryn Mawr Trust Co | – | – | – | – | 本季未申報 |
| Rothschild Investment Corp | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Sutton Wealth Advisors Inc. | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |