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 2 季 13F 持有人
Essential Utilities, Inc. 在 2024/6/30 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
- 601
- 較 2024 年第 1 季 +17 家
- 持有股數
- 2.15 億
- 較 2024 年第 1 季 +168.9 萬 (+0.8%)
- 總市值
- $80.1 億
- 較 2024 年第 1 季 +$1.25 億 (+1.6%)
- 新進機構
- 63
- 另有 216 家加碼
- 清倉機構
- 46
- 另有 216 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Colony Group, LLC | 6,907 | $25.8 萬 | 0.00% | +6,907 | 新進 |
| Conestoga Capital Advisors, LLC | 6,937 | $25.9 萬 | 0.00% | −6,150−47.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,947 | $25.9 萬 | 0.02% | +297+4.5% | 加碼 |
| LVW Advisors, LLC | 7,000 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Kennedy Investment Group | 7,073 | $26.4 萬 | 0.13% | −90−1.3% | 減碼 |
| RTD Financial Advisors, Inc. | 7,103 | $26.5 萬 | 0.04% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 7,286 | $27.2 萬 | 0.00% | −2,937−28.7% | 減碼 |
| Virtue Capital Management, LLC | 6,776 | $27.5 萬 | 0.05% | −884−11.5% | 減碼 |
| Pinnacle Associates Ltd | 7,537 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,560 | $28.2 萬 | 0.00% | +4,340+134.8% | 加碼 |
| Lindenwold Advisors | 7,566 | $28.2 萬 | 0.15% | −56−0.7% | 減碼 |
| Greenleaf Trust | 7,614 | $28.4 萬 | 0.00% | +165+2.2% | 加碼 |
| Veriti Management LLC | 7,687 | $28.7 萬 | 0.02% | +7,687 | 新進 |
| Welch & Forbes LLC | 7,728 | $28.8 萬 | 0.00% | +416+5.7% | 加碼 |
| Armstrong Advisory Group, Inc | 7,739 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 7,760 | $29.0 萬 | 0.01% | −3,782−32.8% | 減碼 |
| Birch Hill Investment Advisors LLC | 7,844 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,885 | $29.4 萬 | 0.00% | +6+0.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,906 | $29.5 萬 | 0.03% | +7,906 | 新進 |
| Horizon Investment Services, LLC | 7,912 | $29.5 萬 | 0.14% | +57+0.7% | 加碼 |
| HBK Sorce Advisory LLC | 7,982 | $29.8 萬 | 0.01% | −82−1.0% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,994 | $29.8 萬 | 0.15% | +19+0.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,002 | $29.9 萬 | 0.02% | +8,002 | 新進 |
| Sigma Planning Corp | 8,092 | $30.2 萬 | 0.01% | +1,799+28.6% | 加碼 |
| Quadrant Capital Group LLC | 8,146 | $30.4 萬 | 0.02% | −477−5.5% | 減碼 |
| YHB Investment Advisors, Inc. | 8,240 | $30.8 萬 | 0.03% | −4,256−34.1% | 減碼 |
| Apella Capital, LLC | 8,505 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 8,477 | $31.6 萬 | 0.02% | +8,477 | 新進 |
| GSG Advisors LLC | 8,570 | $31.8 萬 | 0.11% | 00.0% | 不變 |
| First Affirmative Financial Network | 8,523 | $31.8 萬 | 0.22% | +613+7.7% | 加碼 |
| United Capital Financial Advisers, LLC | 8,628 | $32.2 萬 | 0.00% | −1,270−12.8% | 減碼 |
| CAPROCK Group, Inc. | 8,785 | $32.8 萬 | 0.01% | +670+8.3% | 加碼 |
| Atomi Financial Group, Inc. | 8,843 | $33.0 萬 | 0.02% | −1,653−15.7% | 減碼 |
| Gitterman Wealth Management, LLC | 8,879 | $33.1 萬 | 0.13% | −267−2.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,897 | $33.2 萬 | 0.01% | +27+0.3% | 加碼 |
| Foundations Investment Advisors, LLC | 8,907 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 8,953 | $33.4 萬 | 0.01% | −474−5.0% | 減碼 |
| Omers Administration Corp | 9,029 | $33.7 萬 | 0.00% | +9,029 | 新進 |
| Mendel Money Management | 9,030 | $33.7 萬 | 0.16% | +100+1.1% | 加碼 |
| Marcum Wealth, LLC | 9,216 | $34.4 萬 | 0.03% | +29+0.3% | 加碼 |
| Manchester Capital Management LLC | 9,266 | $34.6 萬 | 0.04% | −47−0.5% | 減碼 |
| EagleClaw Capital Managment, LLC | 9,552 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 9,580 | $35.8 萬 | 0.00% | +1,005+11.7% | 加碼 |
| HB Wealth Management, LLC | 9,729 | $36.3 萬 | 0.00% | +70+0.7% | 加碼 |
| Assenagon Asset Management S.A. | 9,929 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 10,142 | $37.9 萬 | 0.01% | +3,954+63.9% | 加碼 |
| Meeder Advisory Services, Inc. | 10,155 | $37.9 萬 | 0.03% | +3,649+56.1% | 加碼 |
| Phoenix Holdings Ltd. | 10,293 | $38.4 萬 | 0.01% | +112+1.1% | 加碼 |
| Occudo Quantitative Strategies LP | 10,303 | $38.5 萬 | 0.07% | +10,303 | 新進 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $38.5 萬 | 0.16% | −350−3.3% | 減碼 |
| Evergreen Capital Management LLC | 10,319 | $38.5 萬 | 0.01% | +10,319 | 新進 |
| Longfellow Investment Management Co LLC | 10,331 | $38.6 萬 | 0.10% | +71+0.7% | 加碼 |
| Strategic Financial Concepts, LLC | 15,807 | $38.8 萬 | 0.00% | +15,807 | 新進 |
| Glen Eagle Advisors, LLC | 10,397 | $38.8 萬 | 0.07% | −2,079−16.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,405 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 10,408 | $38.9 萬 | 0.02% | +212+2.1% | 加碼 |
| BKD Wealth Advisors, LLC | 10,438 | $39.0 萬 | 0.01% | −299−2.8% | 減碼 |
| Simplicity Wealth,LLC | 10,461 | $39.0 萬 | 0.01% | −1,304−11.1% | 減碼 |
| Bleakley Financial Group, LLC | 10,520 | $39.3 萬 | 0.01% | −1,324−11.2% | 減碼 |
| W.H. Cornerstone Investments Inc. | 10,523 | $39.3 萬 | 0.28% | +85+0.8% | 加碼 |
| Raymond James Trust N.A. | 10,577 | $39.5 萬 | 0.01% | −2,431−18.7% | 減碼 |
| Oppenheimer & Co Inc | 10,596 | $39.6 萬 | 0.01% | +3,299+45.2% | 加碼 |
| CWM, LLC | 10,598 | $39.6 萬 | 0.00% | −6−0.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,615 | $39.9 萬 | 0.00% | −1,085−10.1% | 減碼 |
| Rockefeller Capital Management L.P. | 10,824 | $40.4 萬 | 0.00% | −4,111−27.5% | 減碼 |
| Diversified, LLC | 10,825 | $40.4 萬 | 0.05% | +40.0% | 加碼 |
| Institute for Wealth Management, LLC. | 10,881 | $40.6 萬 | 0.05% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 10,962 | $40.9 萬 | 0.06% | +10.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $41.3 萬 | 0.16% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 11,114 | $41.5 萬 | 0.13% | 00.0% | 不變 |
| Fiduciary Trust Co | 11,551 | $43.1 萬 | 0.01% | −1,125−8.9% | 減碼 |
| Vestcor Inc | 11,597 | $43.3 萬 | 0.01% | −10,635−47.8% | 減碼 |
| Farmers Trust Co | 11,834 | $44.2 萬 | 0.09% | −335−2.8% | 減碼 |
| Pullen Investment Management, LLC | 11,846 | $44.2 萬 | 0.37% | +5,273+80.2% | 加碼 |
| Metis Global Partners, LLC | 11,849 | $44.2 萬 | 0.02% | −329−2.7% | 減碼 |
| American Century Companies Inc | 11,850 | $44.2 萬 | 0.00% | −63,023−84.2% | 減碼 |
| Ieq Capital, LLC | 11,912 | $44.5 萬 | 0.01% | +113+1.0% | 加碼 |
| QRG Capital Management, Inc. | 12,002 | $44.8 萬 | 0.01% | −14−0.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 12,052 | $45.0 萬 | 0.00% | +12,052 | 新進 |
| Bank of Nova Scotia | 12,141 | $45.3 萬 | 0.00% | +2,827+30.4% | 加碼 |
| Cresset Asset Management, LLC | 12,179 | $45.5 萬 | 0.00% | +1,116+10.1% | 加碼 |
| Captrust Financial Advisors | 12,549 | $46.8 萬 | 0.00% | +1,275+11.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,643 | $47.2 萬 | 0.01% | +1,618+14.7% | 加碼 |
| Illinois Municipal Retirement Fund | 12,828 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| M&G Plc | 13,025 | $48.2 萬 | 0.00% | +13,025 | 新進 |
| Ingalls & Snyder LLC | 13,338 | $49.8 萬 | 0.02% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 13,406 | $50.0 萬 | 0.15% | +12,707+1,817.9% | 加碼 |
| Readystate Asset Management LP | 13,410 | $50.1 萬 | 0.02% | +13,410 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,456 | $50.2 萬 | 0.01% | −4,885−26.6% | 減碼 |
| Clean Yield Group | 13,520 | $50.5 萬 | 0.19% | 00.0% | 不變 |
| CIBC Asset Management Inc | 13,993 | $52.2 萬 | 0.00% | +54+0.4% | 加碼 |
| CIBC World Markets Corp | 14,011 | $52.3 萬 | 0.00% | +3,381+31.8% | 加碼 |
| Rowland & Co Investment Counsel | 14,172 | $52.9 萬 | 0.12% | −558−3.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,259 | $53.2 萬 | 0.02% | −102−0.7% | 減碼 |
| Levy Wealth Management Group, LLC | 14,299 | $53.4 萬 | 0.14% | +107+0.8% | 加碼 |
| Blossom Wealth Management | 14,315 | $53.4 萬 | 1.16% | +80+0.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 14,412 | $53.8 萬 | 0.01% | −20.0% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $53.8 萬 | 0.33% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,466 | $54.0 萬 | 0.01% | +14,466 | 新進 |
| Kathmere Capital Management, LLC | 14,669 | $54.8 萬 | 0.06% | −1,676−10.3% | 減碼 |