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 3 季 13F 持有人
Essential Utilities, Inc. 在 2024/9/30 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
- 629
- 較 2024 年第 2 季 +33 家
- 持有股數
- 2.11 億
- 較 2024 年第 2 季 +2,753 萬 (+15.0%)
- 總市值
- $80.9 億
- 較 2024 年第 2 季 +$12.4 億 (+18.1%)
- 新進機構
- 76
- 另有 234 家加碼
- 清倉機構
- 43
- 另有 201 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 6,470 | $25.0 萬 | 0.02% | +26+0.4% | 加碼 |
| Ascent Group, LLC | 6,658 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Kennedy Investment Group | 6,738 | $26.0 萬 | 0.12% | −335−4.7% | 減碼 |
| Advisors Capital Management, LLC | 6,790 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 6,800 | $26.2 萬 | 0.01% | −96−1.4% | 減碼 |
| Tower Wealth Partners, Inc. | 6,829 | $26.3 萬 | 0.15% | +111+1.7% | 加碼 |
| Northstar Asset Management LLC | 6,835 | $26.4 萬 | 0.06% | 00.0% | 不變 |
| Commerce Bank | 6,865 | $26.5 萬 | 0.00% | +805+13.3% | 加碼 |
| UniSuper Management Pty Ltd | 6,900 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,028 | $27.1 萬 | 0.01% | −5,615−44.4% | 減碼 |
| RTD Financial Advisors, Inc. | 7,103 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 6,835 | $27.6 萬 | 0.20% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 7,239 | $27.9 萬 | 0.03% | +7,239 | 新進 |
| Pinnacle Associates Ltd | 7,537 | $28.2 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 7,359 | $28.4 萬 | 0.00% | −255−3.3% | 減碼 |
| Seeds Investor LLC | 7,371 | $28.4 萬 | 0.11% | +965+15.1% | 加碼 |
| Johnson Investment Counsel Inc | 7,392 | $28.5 萬 | 0.00% | −493−6.3% | 減碼 |
| Equitable Holdings, Inc. | 7,483 | $28.9 萬 | 0.00% | +2,028+37.2% | 加碼 |
| HBK Sorce Advisory LLC | 7,536 | $29.1 萬 | 0.01% | −446−5.6% | 減碼 |
| United Capital Financial Advisers, LLC | 7,545 | $29.1 萬 | 0.00% | −1,083−12.6% | 減碼 |
| CWM Advisors, LLC | 7,590 | $29.3 萬 | 0.03% | +7,590 | 新進 |
| Stock Yards Bank & Trust Co | 7,630 | $29.4 萬 | 0.01% | −130−1.7% | 減碼 |
| Quadrant Capital Group LLC | 7,663 | $29.6 萬 | 0.02% | −483−5.9% | 減碼 |
| Gateway Investment Advisers LLC | 7,674 | $29.6 萬 | 0.00% | +388+5.3% | 加碼 |
| MQS Management LLC | 7,683 | $29.6 萬 | 0.17% | +7,683 | 新進 |
| YHB Investment Advisors, Inc. | 7,770 | $30.0 萬 | 0.02% | −470−5.7% | 減碼 |
| Chicago Partners Investment Group LLC | 7,496 | $30.2 萬 | 0.01% | +7,496 | 新進 |
| Armstrong Advisory Group, Inc | 7,839 | $30.2 萬 | 0.03% | +100+1.3% | 加碼 |
| Birch Hill Investment Advisors LLC | 7,844 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 7,908 | $30.5 萬 | 0.03% | +20.0% | 加碼 |
| Lindenwold Advisors | 7,930 | $30.6 萬 | 0.15% | +364+4.8% | 加碼 |
| Veriti Management LLC | 8,024 | $30.9 萬 | 0.02% | +337+4.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,032 | $31.0 萬 | 0.02% | +30+0.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $31.2 萬 | 0.02% | +7,100+710.0% | 加碼 |
| O'Brien Greene & Co. Inc | 8,114 | $31.3 萬 | 0.10% | −3,000−27.0% | 減碼 |
| Sigma Planning Corp | 8,150 | $31.4 萬 | 0.01% | +58+0.7% | 加碼 |
| W.H. Cornerstone Investments Inc. | 8,246 | $31.8 萬 | 0.21% | −2,277−21.6% | 減碼 |
| GSG Advisors LLC | 8,628 | $33.1 萬 | 0.11% | +58+0.7% | 加碼 |
| Apella Capital, LLC | 8,580 | $33.2 萬 | 0.01% | +75+0.9% | 加碼 |
| Investment Management Corp of Ontario | 8,621 | $33.3 萬 | 0.01% | +2,800+48.1% | 加碼 |
| CAPROCK Group, Inc. | 8,743 | $33.7 萬 | 0.01% | −42−0.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,762 | $33.8 萬 | 0.02% | +285+3.4% | 加碼 |
| Foundations Investment Advisors, LLC | 8,907 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 8,926 | $34.4 萬 | 0.01% | +29+0.3% | 加碼 |
| Mendel Money Management | 9,040 | $34.9 萬 | 0.15% | +10+0.1% | 加碼 |
| Welch & Forbes LLC | 9,119 | $35.2 萬 | 0.00% | +1,391+18.0% | 加碼 |
| Signaturefd, LLC | 9,124 | $35.2 萬 | 0.01% | +171+1.9% | 加碼 |
| Marcum Wealth, LLC | 9,133 | $35.2 萬 | 0.03% | −83−0.9% | 減碼 |
| Gitterman Wealth Management, LLC | 9,223 | $35.6 萬 | 0.15% | +344+3.9% | 加碼 |
| Manchester Capital Management LLC | 9,270 | $35.8 萬 | 0.04% | +40.0% | 加碼 |
| Mediolanum International Funds Ltd | 9,414 | $36.1 萬 | 0.01% | +3,624+62.6% | 加碼 |
| Atomi Financial Group, Inc. | 9,400 | $36.3 萬 | 0.02% | +557+6.3% | 加碼 |
| EP Wealth Advisors, LLC | 9,583 | $37.0 萬 | 0.00% | +30.0% | 加碼 |
| Sterling Capital Management LLC | 9,600 | $37.0 萬 | 0.00% | +9,600 | 新進 |
| First Affirmative Financial Network | 9,643 | $37.2 萬 | 0.20% | +1,120+13.1% | 加碼 |
| Glen Eagle Advisors, LLC | 9,962 | $38.4 萬 | 0.06% | −435−4.2% | 減碼 |
| HB Wealth Management, LLC | 10,063 | $38.8 萬 | 0.00% | +334+3.4% | 加碼 |
| Evergreen Capital Management LLC | 10,302 | $39.7 萬 | 0.01% | −17−0.2% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $39.8 萬 | 0.15% | 00.0% | 不變 |
| Centiva Capital, LP | 10,359 | $40.0 萬 | 0.02% | +10,359 | 新進 |
| Oppenheimer & Co Inc | 10,377 | $40.0 萬 | 0.01% | −219−2.1% | 減碼 |
| Longfellow Investment Management Co LLC | 10,393 | $40.1 萬 | 0.10% | +62+0.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,405 | $40.1 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 10,411 | $40.2 萬 | 0.00% | −413−3.8% | 減碼 |
| Bleakley Financial Group, LLC | 10,471 | $40.4 萬 | 0.01% | −49−0.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,026 | $41.3 萬 | 0.00% | −589−6.1% | 減碼 |
| Bernardo Wealth Planning LLC | 10,448 | $41.9 萬 | 0.10% | −10,115−49.2% | 減碼 |
| Institute for Wealth Management, LLC. | 10,876 | $41.9 萬 | 0.05% | −50.0% | 減碼 |
| Fiduciary Trust Co | 10,927 | $42.1 萬 | 0.01% | −624−5.4% | 減碼 |
| Raymond James Trust N.A. | 10,960 | $42.3 萬 | 0.01% | +383+3.6% | 加碼 |
| TrinityPoint Wealth, LLC | 10,963 | $42.3 萬 | 0.06% | +10.0% | 加碼 |
| Code Waechter LLC | 10,968 | $42.3 萬 | 0.40% | +10,968 | 新進 |
| EagleClaw Capital Managment, LLC | 11,052 | $42.6 萬 | 0.07% | +1,500+15.7% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $42.7 萬 | 0.16% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 11,124 | $42.9 萬 | 0.03% | +969+9.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,145 | $43.0 萬 | 0.02% | +737+7.1% | 加碼 |
| Metis Global Partners, LLC | 11,350 | $43.8 萬 | 0.01% | −499−4.2% | 減碼 |
| Boothbay Fund Management, LLC | 11,467 | $44.2 萬 | 0.01% | +11,467 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 11,686 | $45.1 萬 | 0.08% | +11,686 | 新進 |
| Pullen Investment Management, LLC | 11,808 | $45.5 萬 | 0.33% | −38−0.3% | 減碼 |
| BKD Wealth Advisors, LLC | 11,832 | $45.6 萬 | 0.01% | +1,394+13.4% | 加碼 |
| Farmers Trust Co | 11,970 | $46.2 萬 | 0.09% | +136+1.1% | 加碼 |
| CWM, LLC | 11,995 | $46.3 萬 | 0.00% | +1,397+13.2% | 加碼 |
| Ieq Capital, LLC | 12,010 | $46.3 萬 | 0.01% | +98+0.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 12,014 | $46.3 萬 | 0.00% | −38−0.3% | 減碼 |
| Quantinno Capital Management LP | 12,156 | $46.9 萬 | 0.01% | +2,014+19.9% | 加碼 |
| Capstone Investment Advisors, LLC | 12,404 | $47.8 萬 | 0.01% | +12,404 | 新進 |
| Bank of Nova Scotia | 12,591 | $48.6 萬 | 0.00% | +450+3.7% | 加碼 |
| Illinois Municipal Retirement Fund | 12,828 | $49.5 萬 | 0.01% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 12,888 | $49.7 萬 | 0.02% | −450−3.4% | 減碼 |
| Paloma Partners Management Co | 12,949 | $49.9 萬 | 0.03% | +12,949 | 新進 |
| M&G Plc | 13,025 | $50.8 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 13,286 | $51.2 萬 | 0.00% | +1,107+9.1% | 加碼 |
| Quaker Wealth Management, LLC | 13,299 | $51.3 萬 | 0.19% | +13,299 | 新進 |
| Tradewinds Capital Management, LLC | 13,407 | $51.7 萬 | 0.14% | +10.0% | 加碼 |
| Clean Yield Group | 13,520 | $52.1 萬 | 0.17% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 14,001 | $54.0 萬 | 0.01% | +1,999+16.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $54.4 萬 | 0.02% | −164−1.2% | 減碼 |
| Rowland & Co Investment Counsel | 14,172 | $54.7 萬 | 0.11% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 14,191 | $54.7 萬 | 0.05% | −478−3.3% | 減碼 |