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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 44,032 | $164.4 萬 | 0.00% | +1,113+2.6% | 加碼 |
| First Personal Financial Services | 44,979 | $167.9 萬 | 0.38% | +1,305+3.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 45,129 | $168.5 萬 | 0.02% | +7,875+21.1% | 加碼 |
| Mariner, LLC | 45,180 | $168.7 萬 | 0.00% | +7,875+21.1% | 加碼 |
| Ossiam | 45,355 | $169.3 萬 | 0.03% | −2,474−5.2% | 減碼 |
| Intech Investment Management LLC | 45,942 | $171.5 萬 | 0.02% | +28,010+156.2% | 加碼 |
| CI Private Wealth, LLC | 46,111 | $172.1 萬 | 0.00% | +378+0.8% | 加碼 |
| Pacer Advisors, Inc. | 46,425 | $173.3 萬 | 0.00% | +8,496+22.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 48,000 | $179.2 萬 | 0.03% | −2,378−4.7% | 減碼 |
| Citigroup Inc | 48,651 | $181.6 萬 | 0.00% | +7,924+19.5% | 加碼 |
| Nisa Investment Advisors, LLC | 48,675 | $181.7 萬 | 0.01% | +237+0.5% | 加碼 |
| New Mexico Educational Retirement Board | 48,800 | $182.2 萬 | 0.06% | 00.0% | 不變 |
| M&T Bank Corp | 49,628 | $185.3 萬 | 0.01% | +207+0.4% | 加碼 |
| British Columbia Investment Management Corp | 49,763 | $185.8 萬 | 0.01% | +18,765+60.5% | 加碼 |
| Forsta Ap-Fonden | 50,000 | $186.7 萬 | 0.02% | −12,400−19.9% | 減碼 |
| Shelton Capital Management | 50,342 | $187.9 萬 | 0.05% | −20,427−28.9% | 減碼 |
| Toth Financial Advisory Corp | 50,834 | $189.8 萬 | 0.24% | +15,318+43.1% | 加碼 |
| Glenmede Trust Co NA | 51,078 | $190.7 萬 | 0.01% | +2,282+4.7% | 加碼 |
| Bridgewater Advisors Inc. | 47,353 | $192.4 萬 | 0.24% | +283+0.6% | 加碼 |
| Cetera Investment Advisers | 51,561 | $192.5 萬 | 0.00% | +2,811+5.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 52,264 | $195.1 萬 | 0.04% | −9,900−15.9% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 52,690 | $196.7 萬 | 1.87% | +52,690 | 新進 |
| Rodgers Brothers Inc. | 53,438 | $199.5 萬 | 0.27% | +2,150+4.2% | 加碼 |
| Victory Capital Management Inc | 55,022 | $205.4 萬 | 0.00% | −127,797−69.9% | 減碼 |
| DnB Asset Management AS | 56,074 | $209.3 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 56,164 | $209.7 萬 | 0.05% | +82+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 58,070 | $216.8 萬 | 0.00% | −5,734−9.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 58,079 | $216.8 萬 | 0.00% | +2,946+5.3% | 加碼 |
| Lido Advisors, LLC | 58,501 | $218.4 萬 | 0.02% | −1,146−1.9% | 減碼 |
| SEI Investments Co | 59,237 | $221.1 萬 | 0.00% | −28,702−32.6% | 減碼 |
| Radnor Capital Management, LLC | 59,352 | $221.6 萬 | 0.68% | 00.0% | 不變 |
| Ethic Inc. | 59,665 | $222.7 萬 | 0.05% | +1,463+2.5% | 加碼 |
| State of Michigan Retirement System | 60,571 | $226.1 萬 | 0.01% | −1,200−1.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 61,038 | $227.9 萬 | 0.00% | −30,285−33.2% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 61,176 | $228.4 萬 | 0.03% | −208−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 61,282 | $228.8 萬 | 0.00% | −2,396−3.8% | 減碼 |
| Natixis Advisors, L.P. | 62,621 | $233.8 萬 | 0.01% | +6,992+12.6% | 加碼 |
| Jacobi Capital Management LLC | 63,942 | $238.7 萬 | 0.21% | +373+0.6% | 加碼 |
| Covea Finance | 66,000 | $246.4 萬 | 0.11% | −30,000−31.3% | 減碼 |
| Exchange Traded Concepts, LLC | 66,372 | $247.8 萬 | 0.06% | −827−1.2% | 減碼 |
| Stephens Inc | 66,403 | $247.9 萬 | 0.04% | −1,467−2.2% | 減碼 |
| Alps Advisors Inc | 66,936 | $249.9 萬 | 0.02% | +9,156+15.8% | 加碼 |
| Van Eck Associates Corp | 67,638 | $252.5 萬 | 0.00% | +5,201+8.3% | 加碼 |
| Trillium Asset Management, LLC | 68,973 | $257.4 萬 | 0.07% | +3,450+5.3% | 加碼 |
| South Dakota Investment Council | 71,006 | $265.1 萬 | 0.05% | −89−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 71,200 | $265.8 萬 | 0.05% | −1,200−1.7% | 減碼 |
| Arizona State Retirement System | 71,378 | $266.5 萬 | 0.02% | −340.0% | 減碼 |
| Benedict Financial Advisors Inc | 72,350 | $270.1 萬 | 0.69% | −2,841−3.8% | 減碼 |
| Northwest & Ethical Investments L.P. | 72,899 | $272.1 萬 | 0.08% | +72,899 | 新進 |
| BLB&B Advisors, LLC | 73,582 | $274.7 萬 | 0.15% | −2,525−3.3% | 減碼 |
| Guggenheim Capital LLC | 75,357 | $281.3 萬 | 0.02% | −3,776−4.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,270 | $284.7 萬 | 0.00% | +16,247+27.1% | 加碼 |
| Texas Yale Capital Corp. | 76,393 | $285.2 萬 | 0.14% | −100−0.1% | 減碼 |
| Arcadia Investment Management Corp | 76,545 | $285.7 萬 | 0.49% | −2,560−3.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 77,868 | $290.7 萬 | 0.02% | −8,776−10.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 77,899 | $290.8 萬 | 0.03% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 78,017 | $291.2 萬 | 0.01% | −21,843−21.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 78,320 | $292.4 萬 | 0.01% | −238−0.3% | 減碼 |
| Greenland Capital Management LP | 79,970 | $298.5 萬 | 0.64% | +79,970 | 新進 |
| Creative Planning | 80,940 | $302.1 萬 | 0.00% | −2,173−2.6% | 減碼 |
| Jane Street Group, LLC | 83,761 | $312.7 萬 | 0.00% | +17,195+25.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 84,127 | $314.0 萬 | 0.07% | −75,736−47.4% | 減碼 |
| Kennedy Capital Management, Inc. | 84,423 | $315.2 萬 | 0.07% | +3,674+4.5% | 加碼 |
| Abn Amro Investment Solutions | 84,447 | $315.2 萬 | 0.06% | +84,447 | 新進 |
| First National Corp | 85,889 | $320.6 萬 | 0.76% | −4,490−5.0% | 減碼 |
| ExodusPoint Capital Management, LP | 86,187 | $321.7 萬 | 0.04% | +86,187 | 新進 |
| Asset Management One Co.,Ltd. | 91,760 | $342.5 萬 | 0.01% | −1,045−1.1% | 減碼 |
| Ostrum Asset Management | 92,053 | $343.6 萬 | 0.30% | −13,605−12.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 93,663 | $349.6 萬 | 0.12% | −2,014−2.1% | 減碼 |
| HighTower Advisors, LLC | 94,213 | $351.5 萬 | 0.01% | +27,448+41.1% | 加碼 |
| Alpine Woods Capital Investors, LLC | 95,292 | $355.7 萬 | 0.55% | +8,896+10.3% | 加碼 |
| Envestnet Asset Management Inc | 95,426 | $356.2 萬 | 0.00% | +3,987+4.4% | 加碼 |
| John G Ullman & Associates Inc | 95,700 | $357.2 萬 | 0.55% | +95,700 | 新進 |
| Public Employees Retirement System of Ohio | 96,005 | $358.4 萬 | 0.01% | −90.0% | 減碼 |
| Vontobel Holding Ltd. | 96,350 | $359.7 萬 | 0.01% | +38,077+65.3% | 加碼 |
| IFM Investors Pty Ltd | 100,644 | $375.7 萬 | 0.04% | +223+0.2% | 加碼 |
| Costello Asset Management, INC | 101,890 | $380.4 萬 | 2.84% | −3,587−3.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 102,400 | $382.3 萬 | 0.03% | −2,600−2.5% | 減碼 |
| AdvisorNet Financial, Inc | 103,438 | $386.1 萬 | 0.35% | −1,310−1.3% | 減碼 |
| Coston, McIsaac & Partners | 103,779 | $387.3 萬 | 1.22% | +4,112+4.1% | 加碼 |
| Comerica Bank | 103,955 | $388.1 萬 | 0.02% | −8,383−7.5% | 減碼 |
| Prudential PLC | 104,893 | $391.6 萬 | 0.03% | +13,412+14.7% | 加碼 |
| Private Advisor Group, LLC | 105,222 | $392.8 萬 | 0.03% | −3,632−3.3% | 減碼 |
| Russell Investments Group, Ltd. | 105,456 | $393.7 萬 | 0.01% | +40,546+62.5% | 加碼 |
| Brown Advisory Inc | 105,883 | $395.3 萬 | 0.01% | −477−0.4% | 減碼 |
| Yousif Capital Management, LLC | 107,010 | $399.5 萬 | 0.05% | −9,022−7.8% | 減碼 |
| Treasurer of the State of North Carolina | 109,573 | $409.0 萬 | 0.02% | −2,465−2.2% | 減碼 |
| HM Payson & Co | 117,254 | $437.7 萬 | 0.08% | +90.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 118,104 | $440.8 萬 | 0.90% | −3,500−2.9% | 減碼 |
| AQR Capital Management LLC | 126,171 | $470.3 萬 | 0.01% | −30,818−19.6% | 減碼 |
| Avantax Advisory Services, Inc. | 127,670 | $476.6 萬 | 0.03% | +11,233+9.6% | 加碼 |
| Jones Financial Companies LLLP | 127,885 | $477.4 萬 | 0.01% | +41,507+48.1% | 加碼 |
| State of Tennessee, Treasury Department | 128,955 | $481.4 萬 | 0.02% | +9,633+8.1% | 加碼 |
| TD Asset Management Inc | 129,059 | $481.8 萬 | 0.00% | −2,745−2.1% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 130,007 | $485.3 萬 | 0.94% | +3,240+2.6% | 加碼 |
| MetLife Investment Management | 132,513 | $494.7 萬 | 0.03% | −5,609−4.1% | 減碼 |
| Janney Montgomery Scott LLC | 133,041 | $496.6 萬 | 0.02% | −7,741−5.5% | 減碼 |
| Stifel Financial Corp | 137,073 | $511.7 萬 | 0.01% | −4,045−2.9% | 減碼 |
| State of Wisconsin Investment Board | 137,709 | $514.1 萬 | 0.01% | −679−0.5% | 減碼 |
| Deprince Race & Zollo Inc | 139,854 | $522.1 萬 | 0.12% | +139,854 | 新進 |