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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 14,973 | $55.9 萬 | 0.00% | +9,470+172.1% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $56.0 萬 | 0.29% | 00.0% | 不變 |
| D.A. Davidson & Co. | 15,284 | $57.1 萬 | 0.01% | −488−3.1% | 減碼 |
| Keybank National Association | 15,360 | $57.3 萬 | 0.00% | +6,253+68.7% | 加碼 |
| RSM US Wealth Management LLC | 15,457 | $57.4 萬 | 0.01% | +5,666+57.9% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $57.7 萬 | 0.34% | 00.0% | 不變 |
| Trexquant Investment LP | 15,631 | $58.4 萬 | 0.01% | +15,631 | 新進 |
| Spirit of America Management Corp | 16,000 | $59.7 萬 | 0.12% | +2,800+21.2% | 加碼 |
| US Bancorp | 16,145 | $60.3 萬 | 0.00% | −170−1.0% | 減碼 |
| First Pacific Financial | 16,164 | $60.3 萬 | 0.16% | +1,135+7.6% | 加碼 |
| Mitchell Sinkler & Starr | 15,223 | $62.3 萬 | 0.16% | −3,479−18.6% | 減碼 |
| Peoples Bank | 16,792 | $62.7 萬 | 0.49% | −457−2.6% | 減碼 |
| Sanctuary Advisors, LLC | 17,459 | $63.0 萬 | 0.00% | +17,459 | 新進 |
| Smithfield Trust Co | 17,269 | $64.5 萬 | 0.03% | −500−2.8% | 減碼 |
| Belpointe Asset Management LLC | 17,935 | $67.0 萬 | 0.05% | +1,143+6.8% | 加碼 |
| Wealthspire Advisors, LLC | 18,084 | $67.5 萬 | 0.01% | −1,089−5.7% | 減碼 |
| ELCO Management Co., LLC | 18,352 | $68.5 萬 | 0.40% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 18,432 | $68.8 萬 | 0.01% | −987−5.1% | 減碼 |
| Central Trust Co | 18,670 | $69.7 萬 | 0.02% | +9,206+97.3% | 加碼 |
| MBB Public Markets I LLC | 18,964 | $70.8 萬 | 0.01% | +18,964 | 新進 |
| Penobscot Investment Management Company, Inc. | 18,975 | $70.8 萬 | 0.07% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 19,070 | $71.2 萬 | 0.10% | +90+0.5% | 加碼 |
| KBC Group NV | 19,071 | $71.2 萬 | 0.00% | −14,837−43.8% | 減碼 |
| Truist Financial Corp | 19,725 | $73.6 萬 | 0.00% | −1,971−9.1% | 減碼 |
| United Services Automobile Association | 19,773 | $73.8 萬 | 0.02% | +2,144+12.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 19,859 | $74.1 萬 | 0.05% | −530−2.6% | 減碼 |
| Lee Financial Co | 19,976 | $74.6 萬 | 0.12% | +985+5.2% | 加碼 |
| Securian Asset Management, Inc | 20,070 | $74.9 萬 | 0.02% | −607−2.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 20,237 | $75.5 萬 | 0.04% | −1,184−5.5% | 減碼 |
| Bernardo Wealth Planning LLC | 20,563 | $76.8 萬 | 0.21% | +30.0% | 加碼 |
| Agf Management Ltd | 20,585 | $76.8 萬 | 0.00% | −370−1.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 20,877 | $77.9 萬 | 0.02% | 00.0% | 不變 |
| Rothschild Investment LLC | 20,990 | $78.4 萬 | 0.05% | −895−4.1% | 減碼 |
| Aspire Private Capital, LLC | 21,176 | $79.0 萬 | 0.20% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 21,412 | $79.9 萬 | 0.17% | −90−0.4% | 減碼 |
| Moors & Cabot, Inc. | 21,902 | $81.8 萬 | 0.04% | +1,239+6.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 22,201 | $82.9 萬 | 0.03% | −2,069−8.5% | 減碼 |
| Cullen Capital Management LLC | 22,241 | $83.0 萬 | 0.01% | +1,608+7.8% | 加碼 |
| Prudential Financial Inc | 22,474 | $83.9 萬 | 0.00% | −20,689−47.9% | 減碼 |
| Daiwa Securities Group Inc. | 22,821 | $85.2 萬 | 0.00% | +613+2.8% | 加碼 |
| Man Group plc | 22,984 | $85.8 萬 | 0.00% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 23,000 | $85.9 萬 | 0.07% | −20,168−46.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 23,155 | $86.4 萬 | 0.02% | −568−2.4% | 減碼 |
| Panagora Asset Management Inc | 23,229 | $86.7 萬 | 0.00% | −25,509−52.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,247 | $86.8 萬 | 0.03% | −98−0.4% | 減碼 |
| Versor Investments LP | 23,379 | $87.3 萬 | 0.16% | +4,612+24.6% | 加碼 |
| Key Financial Inc | 23,557 | $87.9 萬 | 0.21% | +65+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 23,624 | $88.2 萬 | 0.02% | −795−3.3% | 減碼 |
| Community Bank, N.A. | 24,843 | $92.7 萬 | 0.12% | −2,473−9.1% | 減碼 |
| Blair William & Co | 25,363 | $94.7 萬 | 0.00% | +25,363 | 新進 |
| Continuum Advisory, LLC | 26,032 | $97.2 萬 | 0.14% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 26,036 | $97.2 萬 | 0.65% | −1,550−5.6% | 減碼 |
| Blackhill Capital Inc | 26,041 | $97.2 萬 | 0.06% | 00.0% | 不變 |
| apricus wealth, LLC | 26,262 | $98.0 萬 | 0.70% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $98.7 萬 | 0.01% | +9,463+55.8% | 加碼 |
| Advisors Asset Management, Inc. | 26,881 | $100.3 萬 | 0.02% | +2,562+10.5% | 加碼 |
| Neuberger Berman Group LLC | 27,079 | $101.1 萬 | 0.00% | +5,976+28.3% | 加碼 |
| Squarepoint Ops LLC | 27,209 | $101.6 萬 | 0.00% | +27,209 | 新進 |
| Federated Hermes, Inc. | 27,241 | $101.7 萬 | 0.00% | −1,335−4.7% | 減碼 |
| State of Alaska, Department of Revenue | 27,271 | $101.8 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 27,518 | $102.7 萬 | 0.04% | −100−0.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 27,537 | $102.8 萬 | 0.01% | +19,013+223.1% | 加碼 |
| Philadelphia Trust Co | 27,630 | $103.1 萬 | 0.08% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 27,742 | $103.6 萬 | 0.28% | −984−3.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 28,269 | $105.1 萬 | 0.00% | −1,158−3.9% | 減碼 |
| Jmac Enterprises LLC | 28,165 | $105.1 萬 | 0.18% | −403−1.4% | 減碼 |
| Voloridge Investment Management, LLC | 28,315 | $105.7 萬 | 0.00% | −22,383−44.1% | 減碼 |
| Pathway Financial Advisers, LLC | 28,473 | $106.2 萬 | 0.38% | +605+2.2% | 加碼 |
| Modera Wealth Management, LLC | 28,514 | $106.4 萬 | 0.02% | −3,989−12.3% | 減碼 |
| XTX Topco Ltd | 29,535 | $110.3 萬 | 0.09% | +29,535 | 新進 |
| Nissay Asset Management Corp | 30,773 | $114.9 萬 | 0.01% | +723+2.4% | 加碼 |
| Cerity Partners LLC | 30,854 | $115.2 萬 | 0.00% | +5,700+22.7% | 加碼 |
| TFG Advisers LLC | 32,585 | $121.6 萬 | 0.47% | −3,946−10.8% | 減碼 |
| Haverford Trust Co | 32,893 | $122.8 萬 | 0.01% | +7,748+30.8% | 加碼 |
| New York Life Investment Management LLC | 33,315 | $124.4 萬 | 0.01% | +3,027+10.0% | 加碼 |
| Mercer Global Advisors Inc | 33,477 | $125.0 萬 | 0.00% | +89+0.3% | 加碼 |
| Public Sector Pension Investment Board | 34,080 | $127.2 萬 | 0.01% | +10,437+44.1% | 加碼 |
| Addison Capital Co | 34,628 | $129.3 萬 | 0.56% | +1,320+4.0% | 加碼 |
| USS Investment Management Ltd | 34,900 | $130.3 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 35,874 | $133.9 萬 | 0.03% | +35,874 | 新進 |
| Swiss Life Asset Management Ltd | 35,920 | $134.1 萬 | 0.02% | −12,311−25.5% | 減碼 |
| Credit Agricole S A | 36,075 | $134.7 萬 | 0.01% | +35,900+20,514.3% | 加碼 |
| Voya Investment Management LLC | 36,516 | $136.3 萬 | 0.00% | −33,674−48.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 37,353 | $139.4 萬 | 0.01% | +15,456+70.6% | 加碼 |
| Pathstone Holdings, LLC | 37,546 | $140.2 萬 | 0.01% | −783−2.0% | 減碼 |
| HSBC Holdings PLC | 37,977 | $141.9 萬 | 0.00% | −16,156−29.8% | 減碼 |
| Secure Asset Management, LLC | 38,255 | $142.8 萬 | 0.27% | +1,248+3.4% | 加碼 |
| Xponance, Inc. | 39,078 | $145.9 萬 | 0.01% | −3,286−7.8% | 減碼 |
| Janus Henderson Group PLC | 40,409 | $150.8 萬 | 0.00% | +30,145+293.7% | 加碼 |
| Krilogy Financial LLC | 40,480 | $151.1 萬 | 0.11% | +17,040+72.7% | 加碼 |
| JustInvest LLC | 40,724 | $151.9 萬 | 0.03% | +908+2.3% | 加碼 |
| Tredje AP-fonden | 40,820 | $152.4 萬 | 0.01% | −638−1.5% | 減碼 |
| Baird Financial Group, Inc. | 41,136 | $153.6 萬 | 0.00% | −1,896−4.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 41,534 | $155.0 萬 | 0.13% | +555+1.4% | 加碼 |
| Kestra Advisory Services, LLC | 41,616 | $155.4 萬 | 0.01% | −1,192−2.8% | 減碼 |
| Utah Retirement Systems | 41,698 | $155.7 萬 | 0.02% | −800−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 42,421 | $158.4 萬 | 0.00% | +5,363+14.5% | 加碼 |
| Schroder Investment Management Group | 42,459 | $158.5 萬 | 0.00% | +22,194+109.5% | 加碼 |
| CenterBook Partners LP | 42,890 | $160.1 萬 | 0.10% | −30,941−41.9% | 減碼 |
| Advisor Group Holdings, Inc. | 43,989 | $164.2 萬 | 0.00% | −18,335−29.4% | 減碼 |