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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $62.9 萬 | 0.01% | 00.0% | 不變 |
| Peoples Bank | 17,249 | $63.9 萬 | 0.50% | −2,525−12.8% | 減碼 |
| United Services Automobile Association | 17,629 | $65.3 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 17,769 | $65.9 萬 | 0.03% | +500+2.9% | 加碼 |
| Intech Investment Management LLC | 17,932 | $66.4 萬 | 0.01% | +4,009+28.8% | 加碼 |
| ELCO Management Co., LLC | 18,352 | $68.0 萬 | 0.41% | +5,758+45.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 18,341 | $68.0 萬 | 0.01% | +10,254+126.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 18,296 | $68.2 萬 | 0.00% | +4,355+31.2% | 加碼 |
| Mitchell Sinkler & Starr | 18,702 | $69.3 萬 | 0.17% | −20,368−52.1% | 減碼 |
| Versor Investments LP | 18,767 | $69.5 萬 | 0.14% | −3,900−17.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $70.3 萬 | 0.07% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 18,980 | $70.3 萬 | 0.10% | +1,125+6.3% | 加碼 |
| Lee Financial Co | 18,991 | $70.4 萬 | 0.12% | +18,991 | 新進 |
| Wealthspire Advisors, LLC | 19,173 | $71.0 萬 | 0.01% | −113−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 19,419 | $71.9 萬 | 0.01% | +336+1.8% | 加碼 |
| Schroder Investment Management Group | 20,265 | $75.1 萬 | 0.00% | −830−3.9% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 20,389 | $75.5 萬 | 0.06% | +60.0% | 加碼 |
| Bernardo Wealth Planning LLC | 20,560 | $76.2 萬 | 0.21% | −289−1.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 20,597 | $76.3 萬 | 0.01% | −1,446−6.6% | 減碼 |
| Cullen Capital Management LLC | 20,633 | $76.4 萬 | 0.01% | +7,222+53.9% | 加碼 |
| Moors & Cabot, Inc. | 20,663 | $76.6 萬 | 0.04% | +1,786+9.5% | 加碼 |
| Securian Asset Management, Inc | 20,677 | $76.6 萬 | 0.02% | −531−2.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 20,877 | $77.3 萬 | 0.02% | 00.0% | 不變 |
| Agf Management Ltd | 20,955 | $77.6 萬 | 0.00% | +8,961+74.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 19,334 | $78.2 萬 | 0.00% | +3,843+24.8% | 加碼 |
| Neuberger Berman Group LLC | 21,103 | $78.2 萬 | 0.00% | −4,265−16.8% | 減碼 |
| Aspire Private Capital, LLC | 21,176 | $78.5 萬 | 0.21% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 21,421 | $79.1 萬 | 0.04% | +1,159+5.7% | 加碼 |
| Aquatic Capital Management LLC | 21,400 | $79.3 萬 | 0.03% | −28,000−56.7% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 21,502 | $79.7 萬 | 0.17% | 00.0% | 不變 |
| Truist Financial Corp | 21,696 | $80.4 萬 | 0.00% | +2,832+15.0% | 加碼 |
| Rothschild Investment LLC | 21,885 | $81.1 萬 | 0.06% | +402+1.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 21,897 | $81.1 萬 | 0.01% | +330+1.5% | 加碼 |
| Daiwa Securities Group Inc. | 22,208 | $82.3 萬 | 0.00% | −1,491−6.3% | 減碼 |
| Vestcor Inc | 22,232 | $82.4 萬 | 0.03% | −4,296−16.2% | 減碼 |
| Man Group plc | 22,984 | $85.2 萬 | 0.00% | −5,849−20.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,345 | $86.5 萬 | 0.03% | +10.0% | 加碼 |
| Krilogy Financial LLC | 23,440 | $86.8 萬 | 0.07% | +6,007+34.5% | 加碼 |
| Key Financial Inc | 23,492 | $87.0 萬 | 0.22% | +41+0.2% | 加碼 |
| Public Sector Pension Investment Board | 23,643 | $87.6 萬 | 0.01% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 23,723 | $87.9 萬 | 0.02% | +1,785+8.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,270 | $89.9 萬 | 0.03% | +1,723+7.6% | 加碼 |
| Advisors Asset Management, Inc. | 24,319 | $90.1 萬 | 0.02% | −583−2.3% | 減碼 |
| Axxcess Wealth Management, LLC | 24,419 | $90.5 萬 | 0.03% | +50.0% | 加碼 |
| Arkadios Wealth Advisors | 24,429 | $90.5 萬 | 0.07% | −774−3.1% | 減碼 |
| Cerity Partners LLC | 25,154 | $92.5 萬 | 0.00% | +6,757+36.7% | 加碼 |
| Haverford Trust Co | 25,145 | $93.2 萬 | 0.01% | 00.0% | 不變 |
| Blackhill Capital Inc | 26,041 | $96.5 萬 | 0.06% | 00.0% | 不變 |
| apricus wealth, LLC | 26,262 | $97.3 萬 | 0.68% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 26,753 | $99.1 萬 | 0.11% | +367+1.4% | 加碼 |
| Continuum Advisory, LLC | 26,032 | $101.0 萬 | 0.15% | −1,400−5.1% | 減碼 |
| State of Alaska, Department of Revenue | 27,271 | $101.0 萬 | 0.01% | +130+0.5% | 加碼 |
| Community Bank, N.A. | 27,316 | $101.2 萬 | 0.13% | −2,725−9.1% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 27,586 | $102.2 萬 | 0.69% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 27,618 | $102.3 萬 | 0.04% | +27,618 | 新進 |
| Philadelphia Trust Co | 27,630 | $102.4 萬 | 0.08% | +16,798+155.1% | 加碼 |
| Pathway Financial Advisers, LLC | 27,868 | $103.3 萬 | 0.37% | +2,406+9.4% | 加碼 |
| Jmac Enterprises LLC | 28,568 | $105.8 萬 | 0.20% | −191−0.7% | 減碼 |
| Federated Hermes, Inc. | 28,576 | $105.9 萬 | 0.00% | −1,689−5.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 28,726 | $106.4 萬 | 0.30% | −3,526−10.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 29,427 | $108.2 萬 | 0.00% | −603−2.0% | 減碼 |
| Nissay Asset Management Corp | 30,050 | $111.3 萬 | 0.01% | +1,412+4.9% | 加碼 |
| New York Life Investment Management LLC | 30,288 | $112.2 萬 | 0.01% | +209+0.7% | 加碼 |
| British Columbia Investment Management Corp | 30,998 | $114.8 萬 | 0.01% | +2,088+7.2% | 加碼 |
| Modera Wealth Management, LLC | 32,503 | $120.4 萬 | 0.02% | −29−0.1% | 減碼 |
| Addison Capital Co | 33,308 | $123.4 萬 | 0.61% | +2,257+7.3% | 加碼 |
| Mercer Global Advisors Inc | 33,388 | $124.1 萬 | 0.00% | −2,330−6.5% | 減碼 |
| KBC Group NV | 33,908 | $125.6 萬 | 0.00% | −238,827−87.6% | 減碼 |
| USS Investment Management Ltd | 34,900 | $129.3 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 35,516 | $131.6 萬 | 0.16% | +13,928+64.5% | 加碼 |
| TFG Advisers LLC | 36,531 | $135.3 萬 | 0.53% | −3,845−9.5% | 減碼 |
| Secure Asset Management, LLC | 37,007 | $137.1 萬 | 0.32% | +2,065+5.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 37,058 | $137.3 萬 | 0.00% | +3,919+11.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 37,254 | $138.0 萬 | 0.02% | +27,698+289.8% | 加碼 |
| Mariner, LLC | 37,305 | $138.2 萬 | 0.00% | −6,897−15.6% | 減碼 |
| Pacer Advisors, Inc. | 37,929 | $140.5 萬 | 0.00% | −7,016−15.6% | 減碼 |
| Pathstone Holdings, LLC | 38,329 | $142.0 萬 | 0.01% | +15,686+69.3% | 加碼 |
| JustInvest LLC | 39,816 | $147.5 萬 | 0.03% | −7,386−15.6% | 減碼 |
| Degroof Petercam Asset Management | 39,900 | $147.8 萬 | 0.02% | 00.0% | 不變 |
| Citigroup Inc | 40,727 | $150.9 萬 | 0.00% | −18,605−31.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 40,979 | $151.8 萬 | 0.13% | −35,200−46.2% | 減碼 |
| Tredje AP-fonden | 41,458 | $153.6 萬 | 0.02% | +1,674+4.2% | 加碼 |
| Allianz Asset Management GmbH | 41,742 | $154.7 萬 | 0.00% | −232,471−84.8% | 減碼 |
| Xponance, Inc. | 42,364 | $157.0 萬 | 0.02% | +12,407+41.4% | 加碼 |
| Utah Retirement Systems | 42,498 | $157.5 萬 | 0.02% | +400+1.0% | 加碼 |
| Jefferies Financial Group Inc. | 42,525 | $157.6 萬 | 0.03% | +42,525 | 新進 |
| Kestra Advisory Services, LLC | 42,808 | $158.6 萬 | 0.01% | +7,878+22.6% | 加碼 |
| Toronto Dominion Bank | 42,919 | $159.0 萬 | 0.00% | −7,204−14.4% | 減碼 |
| Baird Financial Group, Inc. | 43,032 | $159.4 萬 | 0.00% | −1,665−3.7% | 減碼 |
| Citadel Advisors LLC | 43,064 | $159.6 萬 | 0.00% | −1,151,877−96.4% | 減碼 |
| Prudential Financial Inc | 43,163 | $159.9 萬 | 0.00% | −35,949−45.4% | 減碼 |
| Eqis Capital Management, Inc. | 43,168 | $159.9 萬 | 0.13% | −15,982−27.0% | 減碼 |
| First Personal Financial Services | 43,674 | $161.8 萬 | 0.38% | +478+1.1% | 加碼 |
| CI Private Wealth, LLC | 45,733 | $169.4 萬 | 0.00% | −6,280−12.1% | 減碼 |
| Bridgewater Advisors Inc. | 47,070 | $174.4 萬 | 0.26% | +6,743+16.7% | 加碼 |
| Ossiam | 47,829 | $177.2 萬 | 0.03% | +38,417+408.2% | 加碼 |
| Cambridge Trust Co | 47,993 | $177.8 萬 | 0.07% | +768+1.6% | 加碼 |
| Swiss Life Asset Management Ltd | 48,231 | $178.7 萬 | 0.02% | −44,497−48.0% | 減碼 |
| Nisa Investment Advisors, LLC | 48,438 | $179.5 萬 | 0.01% | −497−1.0% | 減碼 |
| Panagora Asset Management Inc | 48,738 | $180.6 萬 | 0.01% | 00.0% | 不變 |