Essential Utilities, Inc.

WTRG

交易所: NYSE
產業: Water Supply
SEC CIK: 0000078128

SEC 申報列表（在新分頁開啟）

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Essential Utilities, Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

WTRG 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	623	7	592	−24
股數	2.04 億	3.61 萬	2.13 億	+916.2 萬 (+4.5%)
市值	$76.3 億	$134.8 萬	$79.0 億	+$2.72 億 (+3.6%)

7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（44 家）

2024 年第 1 季季末持有 Essential Utilities, Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 WTRG 的機構
機構	股數	市值	佔組合 %
Epoch Investment Partners, Inc.	1,249,134	$4,628 萬	0.21%
Energy Income Partners, LLC	726,500	$2,692 萬	0.55%
Danske Bank A/S	221,906	$822.2 萬	0.03%
Susquehanna Fundamental Investments, LLC	159,863	$592.3 萬	0.28%
Resona Asset Management Co.,Ltd.	86,644	$321.0 萬	0.02%
Jefferies Financial Group Inc.	42,525	$157.6 萬	0.03%
Bryn Mawr Trust Co	27,618	$102.3 萬	0.04%
Lee Financial Co	18,991	$70.4 萬	0.12%
Quaker Wealth Management, LLC	15,255	$56.5 萬	0.23%
Mitsubishi UFJ Asset Management (UK) Ltd.	15,000	$55.6 萬	0.28%
Bleakley Financial Group, LLC	11,844	$43.9 萬	0.01%
Simplicity Wealth,LLC	11,765	$43.6 萬	0.01%
Atomi Financial Group, Inc.	10,496	$38.9 萬	0.04%
Gateway Investment Advisers LLC	10,223	$37.9 萬	0.00%
Schonfeld Strategic Advisors LLC	8,488	$31.4 萬	0.00%
Ascent Group, LLC	7,661	$28.4 萬	0.03%
Lindenwold Advisors	7,622	$28.2 萬	0.15%
Kingswood Wealth Advisors, LLC	6,650	$24.6 萬	0.03%
Pullen Investment Management, LLC	6,573	$24.4 萬	0.21%
Banco Bilbao Vizcaya Argentaria, S.A.	6,338	$23.5 萬	0.00%
NorthRock Partners, LLC	6,219	$23.0 萬	0.01%
MONECO Advisors, LLC	6,188	$22.9 萬	0.04%
Integrated Wealth Concepts LLC	5,895	$21.8 萬	0.00%
Zacks Investment Management	5,556	$20.6 萬	0.00%
Hartline Investment Corp	5,535	$20.5 萬	0.04%
Delap Wealth Advisory, LLC	5,462	$20.2 萬	0.08%
EntryPoint Capital, LLC	2,336	$8.65 萬	0.08%
Riverview Trust Co	1,154	$4.28 萬	0.03%
Webster Bank, N. A.	1,100	$4.08 萬	0.00%
CBIZ Investment Advisory Services, LLC	862	$3.19 萬	0.00%
Catalyst Funds Management Pty Ltd	700	$2.59 萬	0.01%
FinTrust Capital Advisors, LLC	625	$2.32 萬	0.00%
Independence Bank of Kentucky	528	$1.96 萬	0.01%
CoreCap Advisors, LLC	461	$1.71 萬	0.00%
Hilltop National Bank	325	$1.20 萬	0.00%
FRG Family Wealth Advisors LLC	325	$1.19 萬	0.00%
Fernwood Investment Management, LLC	200	$7,410	0.00%
Quarry LP	193	$7,151	0.00%
Cape Investment Advisory, Inc.	174	$6,430	0.00%
Credit Agricole S A	175	$6,153	0.00%
WR Wealth Planners, LLC	50	$1,853	0.00%
Arlington Trust Co LLC	30	$1,112	0.00%
Mather Group, LLC.	27	$1,008	0.00%
Headlands Technologies LLC	13	$482	0.00%

清倉機構（68 家）

2023 年第 4 季季末持有 Essential Utilities, Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 WTRG 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Cohen & Steers, Inc.	1,493,108	$5,577 萬
Nuance Investments, LLC	630,141	$2,354 萬
Greenland Capital Management LP	167,180	$624.4 萬
Andra AP-fonden	98,400	$367.5 萬
Silver Lake Advisory, LLC	83,576	$312.2 萬
La Banque Postale Asset Management SA	60,286	$225.2 萬
Cinctive Capital Management LP	54,502	$203.6 萬
Occudo Quantitative Strategies LP	51,716	$193.2 萬
Jump Financial, LLC	46,740	$174.6 萬
Bokf, NA	44,326	$165.6 萬
Verition Fund Management LLC	38,100	$142.3 萬
Cetera Advisor Networks LLC	35,869	$134.0 萬
AE Wealth Management LLC	35,453	$129.7 萬
ExodusPoint Capital Management, LP	31,618	$118.1 萬
Cutter & CO Brokerage, Inc.	30,690	$114.6 萬
Coastline Trust Co	28,323	$105.8 萬
XTX Topco Ltd	19,086	$71.3 萬
Liberty One Investment Management, LLC	17,505	$65.4 萬
Point72 Europe (London) LLP	16,159	$60.4 萬
Northwest & Ethical Investments L.P.	15,714	$58.7 萬
Engineers Gate Manager LP	14,820	$55.4 萬
Petrus Trust Company, LTA	14,446	$54.0 萬
Spinnaker Trust	13,815	$51.6 萬
Cipher Capital LP	11,687	$43.7 萬
SeaCrest Wealth Management, LLC	9,461	$35.7 萬
Bridgefront Capital, LLC	8,381	$31.3 萬
Rockland Trust Co	8,307	$31.0 萬
Eisler Capital (UK) Ltd.	7,683	$28.7 萬
Capstone Investment Advisors, LLC	7,637	$28.5 萬
Balentine LLC	7,512	$28.1 萬
Balyasny Asset Management LLC	7,104	$26.5 萬
Congress Wealth Management LLC	7,024	$26.2 萬
Charter Oak Capital Management, LLC	6,823	$25.5 萬
Algert Global LLC	6,768	$25.3 萬
Axq Capital, LP	6,176	$23.1 萬
Charter Trust Co	6,167	$23.0 萬
Fort Washington Investment Advisors Inc	6,119	$22.9 萬
Kingfisher Capital LLC	6,108	$22.8 萬
Stillwater Capital Advisors, LLC	5,879	$22.0 萬
Girard Partners Ltd.	5,821	$21.7 萬
Investment Management Corp of Ontario	5,821	$21.7 萬
Daymark Wealth Partners, LLC	5,775	$21.6 萬
Meridian Wealth Partners, LLC	5,690	$21.3 萬
Glenview Trust Co	5,451	$20.4 萬
StoneX Group Inc.	5,446	$20.3 萬
Headinvest, LLC	5,362	$20.0 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	4,873	$18.2 萬
Simplex Trading, LLC	4,410	$16.4 萬
Advisory Services Network, LLC	3,376	$12.6 萬
Dividend Assets Capital, LLC	2,552	$9.50 萬
State of Wyoming	2,514	$9.39 萬
Northwest Financial Advisors	1,183	$4.42 萬
Tradition Wealth Management, LLC	955	$3.60 萬
PSI Advisors, LLC	891	$3.33 萬
Bare Financial Services, Inc	678	$2.53 萬
Montag A & Associates Inc	500	$1.87 萬
New Millennium Group LLC	332	$1.24 萬
Glassman Wealth Services	266	$9,935
South State Corp.	201	$7,507
Thompson Siegel & Walmsley LLC	181	$7,000
Turtle Creek Wealth Advisors, LLC	168	$6,275
Itau Unibanco Holding S.A.	140	$5,229
EdgeRock Capital LLC	32	$1,157
Foster Dykema Cabot & Partners, LLC	14	$523
Assetmark, Inc	10	$374
Crewe Advisors LLC	8	$299
Clear Street Markets LLC	1	$0
Transamerica Financial Advisors, Inc.	1	–

尚未申報 2024 年第 1 季的機構（7 家）

2023 年第 4 季季末持有 Essential Utilities, Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 WTRG、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Sonen Capital LLC	21,589	$80.6 萬
Alan B. Lancz & Associates, Inc.	5,434	$20.3 萬
Desjardins Global Asset Management Inc.	3,342	$12.5 萬
Bartlett & Co. LLC	2,531	$9.50 萬
Baystate Wealth Management LLC	1,815	$6.78 萬
Coppell Advisory Solutions LLC	777	$2.90 萬
Strategic Investment Solutions, Inc.	584	$2.18 萬