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。
2024 年第 1 季 13F 持有人
Essential Utilities, Inc. 在 2024/3/31 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
- 592
- 較 2023 年第 4 季 −24 家
- 持有股數
- 2.13 億
- 較 2023 年第 4 季 +916.2 萬 (+4.5%)
- 總市值
- $79.0 億
- 較 2023 年第 4 季 +$2.72 億 (+3.6%)
- 新進機構
- 44
- 另有 235 家加碼
- 清倉機構
- 68
- 另有 196 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RTD Financial Advisors, Inc. | 7,103 | $26.3 萬 | 0.04% | 00.0% | 不變 |
| Kennedy Investment Group | 7,163 | $26.5 萬 | 0.14% | +57+0.8% | 加碼 |
| Virtue Capital Management, LLC | 7,660 | $26.6 萬 | 0.05% | −1,363−15.1% | 減碼 |
| Wealth Effects LLC | 7,223 | $26.8 萬 | 0.10% | −2,432−25.2% | 減碼 |
| Oppenheimer & Co Inc | 7,297 | $27.0 萬 | 0.00% | +889+13.9% | 加碼 |
| Welch & Forbes LLC | 7,312 | $27.1 萬 | 0.00% | −3,375−31.6% | 減碼 |
| Wetherby Asset Management Inc | 7,432 | $27.5 萬 | 0.01% | +28+0.4% | 加碼 |
| Greenleaf Trust | 7,449 | $27.6 萬 | 0.00% | +1,156+18.4% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Lindenwold Advisors | 7,622 | $28.2 萬 | 0.15% | +7,622 | 新進 |
| Ascent Group, LLC | 7,661 | $28.4 萬 | 0.03% | +7,661 | 新進 |
| Armstrong Advisory Group, Inc | 7,739 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Choate Investment Advisors | 7,804 | $28.9 萬 | 0.01% | +1,726+28.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 7,844 | $29.1 萬 | 0.01% | −409−5.0% | 減碼 |
| Horizon Investment Services, LLC | 7,855 | $29.1 萬 | 0.14% | +1,220+18.4% | 加碼 |
| Johnson Investment Counsel Inc | 7,879 | $29.2 萬 | 0.00% | +7+0.1% | 加碼 |
| First Affirmative Financial Network | 7,910 | $29.3 萬 | 0.22% | +386+5.1% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 7,975 | $29.5 萬 | 0.17% | +375+4.9% | 加碼 |
| HBK Sorce Advisory LLC | 8,064 | $29.9 萬 | 0.01% | −669−7.7% | 減碼 |
| CAPROCK Group, Inc. | 8,115 | $30.1 萬 | 0.02% | +585+7.8% | 加碼 |
| Tiaa Trust, National Association | 8,269 | $30.6 萬 | 0.00% | −2,563−23.7% | 減碼 |
| GSG Advisors LLC | 8,570 | $30.9 萬 | 0.11% | 00.0% | 不變 |
| Apella Capital, LLC | 8,505 | $31.2 萬 | 0.02% | +76+0.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 8,488 | $31.4 萬 | 0.00% | +8,488 | 新進 |
| Sequoia Financial Advisors, LLC | 8,524 | $31.6 萬 | 0.00% | +2,349+38.0% | 加碼 |
| Profund Advisors LLC | 8,557 | $31.7 萬 | 0.01% | +1,016+13.5% | 加碼 |
| EP Wealth Advisors, LLC | 8,575 | $31.8 萬 | 0.00% | +2,427+39.5% | 加碼 |
| Quadrant Capital Group LLC | 8,623 | $31.9 萬 | 0.03% | −779−8.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 8,665 | $32.1 萬 | 0.00% | +1,788+26.0% | 加碼 |
| Machina Capital S.A.S. | 8,733 | $32.4 萬 | 0.17% | +1,716+24.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,870 | $32.9 萬 | 0.01% | +30+0.3% | 加碼 |
| Foundations Investment Advisors, LLC | 8,907 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Mendel Money Management | 8,930 | $33.1 萬 | 0.15% | +185+2.1% | 加碼 |
| Keybank National Association | 9,107 | $33.7 萬 | 0.00% | −1,606−15.0% | 減碼 |
| Gitterman Wealth Management, LLC | 9,146 | $33.9 萬 | 0.13% | +2,282+33.2% | 加碼 |
| Marcum Wealth, LLC | 9,187 | $34.0 萬 | 0.03% | +98+1.1% | 加碼 |
| Manchester Capital Management LLC | 9,313 | $34.5 萬 | 0.04% | +4,617+98.3% | 加碼 |
| Bank of Nova Scotia | 9,314 | $34.5 萬 | 0.00% | −4,292−31.5% | 減碼 |
| Signaturefd, LLC | 9,427 | $34.9 萬 | 0.01% | −213−2.2% | 減碼 |
| Central Trust Co | 9,464 | $35.1 萬 | 0.01% | +1,150+13.8% | 加碼 |
| EagleClaw Capital Managment, LLC | 9,552 | $35.4 萬 | 0.06% | +500+5.5% | 加碼 |
| HB Wealth Management, LLC | 9,659 | $35.8 萬 | 0.00% | −99−1.0% | 減碼 |
| RSM US Wealth Management LLC | 9,791 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 9,898 | $36.7 萬 | 0.00% | −1,727−14.9% | 減碼 |
| Assenagon Asset Management S.A. | 9,929 | $36.8 萬 | 0.00% | +628+6.8% | 加碼 |
| Phoenix Holdings Ltd. | 10,181 | $37.6 萬 | 0.01% | +1,164+12.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,196 | $37.8 萬 | 0.02% | +1,818+21.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 10,205 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 10,223 | $37.9 萬 | 0.00% | +10,223 | 新進 |
| Longfellow Investment Management Co LLC | 10,260 | $38.0 萬 | 0.09% | +70+0.7% | 加碼 |
| Janus Henderson Group PLC | 10,264 | $38.0 萬 | 0.00% | −17,034−62.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,405 | $38.6 萬 | 0.03% | +381+3.8% | 加碼 |
| W.H. Cornerstone Investments Inc. | 10,438 | $38.7 萬 | 0.28% | +91+0.9% | 加碼 |
| Principal Securities, Inc. | 10,453 | $38.7 萬 | 0.01% | −7,090−40.4% | 減碼 |
| Atomi Financial Group, Inc. | 10,496 | $38.9 萬 | 0.04% | +10,496 | 新進 |
| CWM, LLC | 10,604 | $39.3 萬 | 0.00% | +640+6.4% | 加碼 |
| CIBC World Markets Corp | 10,630 | $39.4 萬 | 0.00% | +3,630+51.9% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $39.5 萬 | 0.17% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $39.6 萬 | 0.00% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 10,737 | $39.8 萬 | 0.01% | +84+0.8% | 加碼 |
| Diversified, LLC | 10,821 | $40.1 萬 | 0.06% | −839−7.2% | 減碼 |
| Institute for Wealth Management, LLC. | 10,881 | $40.3 萬 | 0.05% | +51+0.5% | 加碼 |
| TrinityPoint Wealth, LLC | 10,961 | $40.6 萬 | 0.07% | +189+1.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,025 | $40.8 萬 | 0.01% | −22,935−67.5% | 減碼 |
| Cresset Asset Management, LLC | 11,063 | $41.0 萬 | 0.00% | +4,303+63.7% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $41.0 萬 | 0.17% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 11,114 | $41.2 萬 | 0.14% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,274 | $41.8 萬 | 0.00% | −571−4.8% | 減碼 |
| Stock Yards Bank & Trust Co | 11,542 | $42.8 萬 | 0.01% | −1,680−12.7% | 減碼 |
| Simplicity Wealth,LLC | 11,765 | $43.6 萬 | 0.01% | +11,765 | 新進 |
| Ieq Capital, LLC | 11,799 | $43.7 萬 | 0.01% | +56+0.5% | 加碼 |
| Bleakley Financial Group, LLC | 11,844 | $43.9 萬 | 0.01% | +11,844 | 新進 |
| QRG Capital Management, Inc. | 12,016 | $44.5 萬 | 0.01% | +1,407+13.3% | 加碼 |
| Farmers Trust Co | 12,169 | $45.1 萬 | 0.09% | −106,246−89.7% | 減碼 |
| Metis Global Partners, LLC | 12,178 | $45.1 萬 | 0.02% | +756+6.6% | 加碼 |
| Glen Eagle Advisors, LLC | 12,476 | $46.2 萬 | 0.09% | −905−6.8% | 減碼 |
| YHB Investment Advisors, Inc. | 12,496 | $46.3 萬 | 0.04% | −38,385−75.4% | 減碼 |
| Fiduciary Trust Co | 12,676 | $47.0 萬 | 0.01% | −2,674−17.4% | 減碼 |
| Illinois Municipal Retirement Fund | 12,828 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 13,008 | $48.2 萬 | 0.01% | +191+1.5% | 加碼 |
| Conestoga Capital Advisors, LLC | 13,087 | $48.5 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 13,200 | $48.9 萬 | 0.10% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 13,338 | $49.4 萬 | 0.02% | −375−2.7% | 減碼 |
| Clean Yield Group | 13,520 | $50.1 萬 | 0.19% | 00.0% | 不變 |
| CIBC Asset Management Inc | 13,939 | $51.6 萬 | 0.00% | +71+0.5% | 加碼 |
| Blossom Wealth Management | 14,235 | $52.7 萬 | 1.27% | +415+3.0% | 加碼 |
| Levy Wealth Management Group, LLC | 14,192 | $53.0 萬 | 0.15% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 14,361 | $53.2 萬 | 0.02% | −154,777−91.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 14,414 | $53.4 萬 | 0.02% | −621−4.1% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $53.4 萬 | 0.28% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 14,730 | $54.6 萬 | 0.12% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 14,935 | $55.3 萬 | 0.00% | +2,109+16.4% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $55.6 萬 | 0.28% | +15,000 | 新進 |
| First Pacific Financial | 15,029 | $55.7 萬 | 0.16% | +1,271+9.2% | 加碼 |
| Quaker Wealth Management, LLC | 15,255 | $56.5 萬 | 0.23% | +15,255 | 新進 |
| Loudon Investment Management, LLC | 15,463 | $57.3 萬 | 0.33% | 00.0% | 不變 |
| D.A. Davidson & Co. | 15,772 | $58.4 萬 | 0.01% | −2,643−14.4% | 減碼 |
| US Bancorp | 16,315 | $60.4 萬 | 0.00% | −4,798−22.7% | 減碼 |
| Kathmere Capital Management, LLC | 16,345 | $60.6 萬 | 0.07% | −3,902−19.3% | 減碼 |
| Belpointe Asset Management LLC | 16,792 | $62.2 萬 | 0.05% | −729−4.2% | 減碼 |