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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 17,521 | $65.4 萬 | 0.06% | +664+3.9% | 加碼 |
| Liberty One Investment Management, LLC | 17,505 | $65.4 萬 | 0.08% | −711−3.9% | 減碼 |
| Krilogy Financial LLC | 17,433 | $65.1 萬 | 0.06% | +17,433 | 新進 |
| Smithfield Trust Co | 17,269 | $64.5 萬 | 0.04% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $63.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 16,335 | $61.0 萬 | 0.00% | −250−1.5% | 減碼 |
| Point72 Europe (London) LLP | 16,159 | $60.4 萬 | 0.08% | +16,159 | 新進 |
| Northwest & Ethical Investments L.P. | 15,714 | $58.7 萬 | 0.02% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 15,491 | $57.9 萬 | 0.00% | −1,068−6.4% | 減碼 |
| Loudon Investment Management, LLC | 15,463 | $57.8 萬 | 0.36% | 00.0% | 不變 |
| Fiduciary Trust Co | 15,350 | $57.3 萬 | 0.01% | −568−3.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 15,035 | $56.1 萬 | 0.02% | −20.0% | 減碼 |
| Engineers Gate Manager LP | 14,820 | $55.4 萬 | 0.02% | −9,402−38.8% | 減碼 |
| Rowland & Co Investment Counsel | 14,730 | $55.0 萬 | 0.13% | −1,770−10.7% | 減碼 |
| Shell Asset Management Co | 14,581 | $54.5 萬 | 0.03% | −3,685−20.2% | 減碼 |
| Petrus Trust Company, LTA | 14,446 | $54.0 萬 | 0.05% | +14,446 | 新進 |
| Resurgent Financial Advisors LLC | 14,413 | $53.8 萬 | 0.33% | 00.0% | 不變 |
| Levy Wealth Management Group, LLC | 14,192 | $53.0 萬 | 0.15% | −399−2.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,941 | $52.1 萬 | 0.00% | +9,385+206.0% | 加碼 |
| Intech Investment Management LLC | 13,923 | $52.0 萬 | 0.01% | −260−1.8% | 減碼 |
| CIBC Asset Management Inc | 13,868 | $51.8 萬 | 0.00% | −617−4.3% | 減碼 |
| Blossom Wealth Management | 13,820 | $51.6 萬 | 1.39% | +931+7.2% | 加碼 |
| Spinnaker Trust | 13,815 | $51.6 萬 | 0.04% | 00.0% | 不變 |
| First Pacific Financial | 13,758 | $51.4 萬 | 0.16% | +104+0.8% | 加碼 |
| Ingalls & Snyder LLC | 13,713 | $51.2 萬 | 0.02% | −5,809−29.8% | 減碼 |
| Bank of Nova Scotia | 13,606 | $50.8 萬 | 0.00% | +6,149+82.5% | 加碼 |
| Clean Yield Group | 13,520 | $50.5 萬 | 0.21% | −1,430−9.6% | 減碼 |
| Cullen Capital Management LLC | 13,411 | $50.1 萬 | 0.01% | +3,093+30.0% | 加碼 |
| Glen Eagle Advisors, LLC | 13,381 | $50.0 萬 | 0.10% | −589−4.2% | 減碼 |
| Stock Yards Bank & Trust Co | 13,222 | $49.4 萬 | 0.02% | −3,415−20.5% | 減碼 |
| Spirit of America Management Corp | 13,200 | $49.3 萬 | 0.11% | +400+3.1% | 加碼 |
| Conestoga Capital Advisors, LLC | 13,087 | $48.9 萬 | 0.01% | +3,150+31.7% | 加碼 |
| Rockefeller Capital Management L.P. | 12,826 | $47.9 萬 | 0.00% | +447+3.6% | 加碼 |
| Illinois Municipal Retirement Fund | 12,828 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 12,817 | $47.9 萬 | 0.01% | +4,182+48.4% | 加碼 |
| Vontobel Holding Ltd. | 12,613 | $47.1 萬 | 0.00% | −1,092−8.0% | 減碼 |
| ELCO Management Co., LLC | 12,594 | $47.0 萬 | 0.31% | −880−6.5% | 減碼 |
| Agf Management Ltd | 11,994 | $44.8 萬 | 0.00% | −860−6.7% | 減碼 |
| Captrust Financial Advisors | 11,845 | $44.2 萬 | 0.00% | +4,478+60.8% | 加碼 |
| Ieq Capital, LLC | 11,743 | $43.9 萬 | 0.01% | −5,025−30.0% | 減碼 |
| Cipher Capital LP | 11,687 | $43.7 萬 | 0.14% | +4,209+56.3% | 加碼 |
| Diversified, LLC | 11,660 | $43.5 萬 | 0.09% | +40.0% | 加碼 |
| United Capital Financial Advisers, LLC | 11,625 | $43.4 萬 | 0.00% | +11,625 | 新進 |
| Teacher Retirement System of Texas | 11,540 | $43.1 萬 | 0.00% | −7,914−40.7% | 減碼 |
| Metis Global Partners, LLC | 11,422 | $42.7 萬 | 0.02% | −608−5.1% | 減碼 |
| O'Brien Greene & Co. Inc | 11,114 | $41.5 萬 | 0.15% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 11,074 | $41.4 萬 | 0.18% | 00.0% | 不變 |
| Philadelphia Trust Co | 10,832 | $40.5 萬 | 0.04% | −1,563−12.6% | 減碼 |
| Tiaa Trust, National Association | 10,832 | $40.5 萬 | 0.00% | −2,258−17.2% | 減碼 |
| Institute for Wealth Management, LLC. | 10,830 | $40.4 萬 | 0.07% | −345−3.1% | 減碼 |
| TrinityPoint Wealth, LLC | 10,772 | $40.2 萬 | 0.07% | +10.0% | 加碼 |
| Keybank National Association | 10,713 | $40.0 萬 | 0.00% | +964+9.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $40.0 萬 | 0.00% | −131−1.2% | 減碼 |
| Welch & Forbes LLC | 10,687 | $39.9 萬 | 0.01% | −133−1.2% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $39.8 萬 | 0.18% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 10,653 | $39.8 萬 | 0.01% | +90+0.9% | 加碼 |
| QRG Capital Management, Inc. | 10,609 | $39.6 萬 | 0.01% | +629+6.3% | 加碼 |
| W.H. Cornerstone Investments Inc. | 10,347 | $38.6 萬 | 0.31% | +977+10.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 10,190 | $38.1 萬 | 0.09% | +3,203+45.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,024 | $37.4 萬 | 0.03% | +20+0.2% | 加碼 |
| CWM, LLC | 9,964 | $37.2 萬 | 0.00% | +6,108+158.4% | 加碼 |
| RSM US Wealth Management LLC | 9,791 | $36.6 萬 | 0.01% | −626−6.0% | 減碼 |
| HB Wealth Management, LLC | 9,758 | $36.4 萬 | 0.01% | +552+6.0% | 加碼 |
| Wealth Effects LLC | 9,655 | $36.1 萬 | 0.14% | −3,449−26.3% | 減碼 |
| Signaturefd, LLC | 9,640 | $36.0 萬 | 0.01% | +2,673+38.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,556 | $35.7 萬 | 0.00% | +9,556 | 新進 |
| SeaCrest Wealth Management, LLC | 9,461 | $35.7 萬 | 0.04% | −259−2.7% | 減碼 |
| Ossiam | 9,412 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,402 | $35.1 萬 | 0.03% | +4,476+90.9% | 加碼 |
| Assenagon Asset Management S.A. | 9,301 | $34.7 萬 | 0.00% | −228,726−96.1% | 減碼 |
| Marcum Wealth, LLC | 9,089 | $33.9 萬 | 0.04% | −7−0.1% | 減碼 |
| Phoenix Holdings Ltd. | 9,017 | $33.9 萬 | 0.01% | −313−3.4% | 減碼 |
| Virtue Capital Management, LLC | 9,023 | $33.9 萬 | 0.07% | −10,409−53.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 9,052 | $33.8 萬 | 0.07% | +750+9.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,840 | $33.0 萬 | 0.01% | −598−6.3% | 減碼 |
| Mendel Money Management | 8,745 | $32.7 萬 | 0.16% | +515+6.3% | 加碼 |
| HBK Sorce Advisory LLC | 8,733 | $32.6 萬 | 0.01% | +448+5.4% | 加碼 |
| Foundations Investment Advisors, LLC | 8,907 | $32.6 萬 | 0.01% | −180−2.0% | 減碼 |
| GSG Advisors LLC | 8,570 | $32.5 萬 | 0.12% | −1,809−17.4% | 減碼 |
| Apella Capital, LLC | 8,429 | $31.4 萬 | 0.02% | +71+0.8% | 加碼 |
| Bridgefront Capital, LLC | 8,381 | $31.3 萬 | 0.24% | +8,381 | 新進 |
| Tokio Marine Asset Management Co Ltd | 8,378 | $31.3 萬 | 0.02% | +531+6.8% | 加碼 |
| Central Trust Co | 8,314 | $31.1 萬 | 0.01% | −225−2.6% | 減碼 |
| Rockland Trust Co | 8,307 | $31.0 萬 | 0.02% | +82+1.0% | 加碼 |
| Birch Hill Investment Advisors LLC | 8,253 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,087 | $30.2 萬 | 0.01% | −1,606−16.6% | 減碼 |
| Johnson Investment Counsel Inc | 7,872 | $29.4 萬 | 0.00% | +7+0.1% | 加碼 |
| Armstrong Advisory Group, Inc | 7,739 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 7,683 | $28.7 萬 | 0.03% | +7,683 | 新進 |
| Capstone Investment Advisors, LLC | 7,637 | $28.5 萬 | 0.00% | +7,637 | 新進 |
| LaSalle St. Investment Advisors, LLC | 7,600 | $28.4 萬 | 0.19% | +11+0.1% | 加碼 |
| Profund Advisors LLC | 7,541 | $28.2 萬 | 0.01% | +986+15.0% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $28.2 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 7,530 | $28.1 萬 | 0.02% | +144+1.9% | 加碼 |
| First Affirmative Financial Network | 7,524 | $28.1 萬 | 0.22% | −948−11.2% | 減碼 |
| Balentine LLC | 7,512 | $28.1 萬 | 0.01% | +7,512 | 新進 |
| Wetherby Asset Management Inc | 7,404 | $27.7 萬 | 0.01% | +1,211+19.6% | 加碼 |
| Paradigm Asset Management Co LLC | 7,400 | $27.6 萬 | 0.07% | 00.0% | 不變 |
| Argent Trust Co | 7,142 | $26.7 萬 | 0.01% | 00.0% | 不變 |