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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 50,103 | $193.2 萬 | 0.05% | −239−0.5% | 減碼 |
| Susquehanna International Group, LLP | 49,719 | $191.8 萬 | 0.00% | +34,746+232.1% | 加碼 |
| Schroder Investment Management Group | 49,511 | $190.1 萬 | 0.00% | +7,052+16.6% | 加碼 |
| Eastern Bank | 49,280 | $190.1 萬 | 0.03% | +49,280 | 新進 |
| CenterBook Partners LP | 48,886 | $188.6 萬 | 0.12% | +5,996+14.0% | 加碼 |
| New Mexico Educational Retirement Board | 48,800 | $188.2 萬 | 0.06% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 48,660 | $187.7 萬 | 0.01% | −150.0% | 減碼 |
| Brevan Howard Capital Management LP | 47,378 | $182.7 萬 | 0.09% | +47,378 | 新進 |
| Mariner, LLC | 47,337 | $182.6 萬 | 0.00% | +2,157+4.8% | 加碼 |
| Bridgewater Advisors Inc. | 47,342 | $182.3 萬 | 0.19% | −110.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 47,087 | $181.6 萬 | 0.00% | +4,666+11.0% | 加碼 |
| Janus Henderson Group PLC | 46,753 | $180.3 萬 | 0.00% | +6,344+15.7% | 加碼 |
| Krilogy Financial LLC | 46,692 | $180.1 萬 | 0.12% | +6,212+15.3% | 加碼 |
| Cetera Investment Advisers | 45,969 | $177.3 萬 | 0.00% | −5,592−10.8% | 減碼 |
| Pacer Advisors, Inc. | 45,058 | $173.8 萬 | 0.00% | −1,367−2.9% | 減碼 |
| First Personal Financial Services | 44,865 | $173.0 萬 | 0.37% | −114−0.3% | 減碼 |
| Warren Averett Asset Management, LLC | 44,579 | $171.9 萬 | 0.03% | +8,705+24.3% | 加碼 |
| APG Asset Management N.V. | 48,451 | $167.4 萬 | 0.01% | −979,423−95.3% | 減碼 |
| British Columbia Investment Management Corp | 43,349 | $167.2 萬 | 0.01% | −6,414−12.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 43,227 | $166.7 萬 | 0.02% | −4,773−9.9% | 減碼 |
| JustInvest LLC | 42,978 | $165.8 萬 | 0.03% | +2,254+5.5% | 加碼 |
| CI Private Wealth, LLC | 42,703 | $164.7 萬 | 0.00% | −3,408−7.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 41,261 | $164.6 萬 | 0.01% | −3,868−8.6% | 減碼 |
| Utah Retirement Systems | 41,698 | $160.8 萬 | 0.02% | 00.0% | 不變 |
| Tredje AP-fonden | 40,820 | $157.4 萬 | 0.01% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 40,694 | $157.0 萬 | 0.13% | −840−2.0% | 減碼 |
| Secure Asset Management, LLC | 40,412 | $155.9 萬 | 0.26% | +2,157+5.6% | 加碼 |
| Kestra Advisory Services, LLC | 40,009 | $154.3 萬 | 0.01% | −1,607−3.9% | 減碼 |
| Advisor Group Holdings, Inc. | 39,949 | $154.1 萬 | 0.00% | −4,040−9.2% | 減碼 |
| Baird Financial Group, Inc. | 39,777 | $153.4 萬 | 0.00% | −1,359−3.3% | 減碼 |
| Xponance, Inc. | 39,148 | $151.0 萬 | 0.01% | +70+0.2% | 加碼 |
| Assenagon Asset Management S.A. | 38,373 | $148.0 萬 | 0.00% | +28,444+286.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 38,296 | $147.7 萬 | 0.01% | +943+2.5% | 加碼 |
| Tudor Investment Corp Et Al | 38,179 | $147.3 萬 | 0.02% | +38,179 | 新進 |
| Credit Agricole S A | 36,938 | $142.5 萬 | 0.01% | +863+2.4% | 加碼 |
| Pathstone Holdings, LLC | 36,217 | $139.7 萬 | 0.01% | −1,329−3.5% | 減碼 |
| Cerity Partners LLC | 36,201 | $139.6 萬 | 0.00% | +5,347+17.3% | 加碼 |
| Mercer Global Advisors Inc | 35,562 | $136.3 萬 | 0.00% | +2,085+6.2% | 加碼 |
| USS Investment Management Ltd | 34,900 | $134.6 萬 | 0.01% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 34,080 | $131.4 萬 | 0.01% | 00.0% | 不變 |
| Addison Capital Co | 33,649 | $129.8 萬 | 0.52% | −979−2.8% | 減碼 |
| Lido Advisors, LLC | 33,340 | $128.6 萬 | 0.01% | −25,161−43.0% | 減碼 |
| XTX Topco Ltd | 33,247 | $128.2 萬 | 0.09% | +3,712+12.6% | 加碼 |
| Voya Investment Management LLC | 32,917 | $127.0 萬 | 0.00% | −3,599−9.9% | 減碼 |
| Oak Thistle LLC | 32,722 | $126.2 萬 | 0.41% | +32,722 | 新進 |
| Ossiam | 32,033 | $123.6 萬 | 0.02% | −13,322−29.4% | 減碼 |
| Aquatic Capital Management LLC | 31,900 | $123.0 萬 | 0.03% | +31,900 | 新進 |
| Nissay Asset Management Corp | 31,638 | $122.0 萬 | 0.01% | +865+2.8% | 加碼 |
| New York Life Investment Management LLC | 31,509 | $121.5 萬 | 0.01% | −1,806−5.4% | 減碼 |
| TFG Advisers LLC | 30,983 | $119.5 萬 | 0.43% | −1,602−4.9% | 減碼 |
| Aigen Investment Management, LP | 30,035 | $115.8 萬 | 0.23% | +30,035 | 新進 |
| Northwestern Mutual Wealth Management Co | 29,835 | $115.1 萬 | 0.00% | +22,275+294.6% | 加碼 |
| State of Alaska, Department of Revenue | 29,256 | $112.8 萬 | 0.01% | +1,985+7.3% | 加碼 |
| Versor Investments LP | 28,679 | $110.6 萬 | 0.18% | +5,300+22.7% | 加碼 |
| Modera Wealth Management, LLC | 28,499 | $109.9 萬 | 0.01% | −15−0.1% | 減碼 |
| Jmac Enterprises LLC | 28,314 | $109.2 萬 | 0.17% | +149+0.5% | 加碼 |
| Philadelphia Trust Co | 27,630 | $106.6 萬 | 0.08% | 00.0% | 不變 |
| Lee Financial Co | 27,591 | $106.4 萬 | 0.15% | +7,615+38.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 27,413 | $105.7 萬 | 0.01% | −124−0.5% | 減碼 |
| Neuberger Berman Group LLC | 26,847 | $103.5 萬 | 0.00% | −232−0.9% | 減碼 |
| Federated Hermes, Inc. | 26,480 | $102.1 萬 | 0.00% | −761−2.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 26,459 | $102.1 萬 | 0.26% | −1,283−4.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $102.0 萬 | 0.01% | 00.0% | 不變 |
| apricus wealth, LLC | 26,262 | $101.3 萬 | 0.67% | 00.0% | 不變 |
| Central Trust Co | 26,101 | $100.7 萬 | 0.02% | +7,431+39.8% | 加碼 |
| Blackhill Capital Inc | 26,041 | $100.4 萬 | 0.06% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 25,911 | $99.9 萬 | 0.63% | −125−0.5% | 減碼 |
| Continuum Advisory, LLC | 26,032 | $99.6 萬 | 0.13% | 00.0% | 不變 |
| Haverford Trust Co | 25,573 | $98.6 萬 | 0.01% | −7,320−22.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 25,172 | $97.1 萬 | 0.03% | +2,971+13.4% | 加碼 |
| Sanctuary Advisors, LLC | 24,359 | $96.3 萬 | 0.01% | +6,900+39.5% | 加碼 |
| Moors & Cabot, Inc. | 24,780 | $95.6 萬 | 0.05% | +2,878+13.1% | 加碼 |
| Blair William & Co | 24,367 | $94.0 萬 | 0.00% | −996−3.9% | 減碼 |
| Community Bank, N.A. | 24,034 | $92.7 萬 | 0.12% | −809−3.3% | 減碼 |
| Daiwa Securities Group Inc. | 23,923 | $92.3 萬 | 0.00% | +1,102+4.8% | 加碼 |
| Axxcess Wealth Management, LLC | 23,629 | $91.1 萬 | 0.02% | +50.0% | 加碼 |
| Prudential Financial Inc | 23,598 | $91.0 萬 | 0.00% | +1,124+5.0% | 加碼 |
| Key Financial Inc | 23,597 | $91.0 萬 | 0.20% | +40+0.2% | 加碼 |
| Panagora Asset Management Inc | 23,229 | $89.6 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 23,201 | $89.5 萬 | 0.01% | −22,741−49.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,016 | $88.8 萬 | 0.03% | −231−1.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 22,905 | $88.3 萬 | 0.02% | −250−1.1% | 減碼 |
| Cullen Capital Management LLC | 22,466 | $86.7 萬 | 0.01% | +225+1.0% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 21,235 | $81.9 萬 | 0.16% | −177−0.8% | 減碼 |
| Aspire Private Capital, LLC | 21,176 | $81.7 萬 | 0.19% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 21,127 | $81.5 萬 | 0.00% | −7,142−25.3% | 減碼 |
| Point72 (DIFC) Ltd | 21,048 | $81.2 萬 | 0.06% | +21,048 | 新進 |
| Vestcor Inc | 20,239 | $78.1 萬 | 0.02% | +8,642+74.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 20,077 | $77.4 萬 | 0.02% | −800−3.8% | 減碼 |
| Swiss Life Asset Management Ltd | 19,902 | $76.7 萬 | 0.01% | −16,018−44.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 19,881 | $76.7 萬 | 0.05% | +22+0.1% | 加碼 |
| Colony Group, LLC | 19,632 | $75.7 萬 | 0.00% | +12,725+184.2% | 加碼 |
| Securian Asset Management, Inc | 19,578 | $75.5 萬 | 0.02% | −492−2.5% | 減碼 |
| Advisors Asset Management, Inc. | 19,544 | $75.4 萬 | 0.01% | −7,337−27.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 19,447 | $75.0 萬 | 0.03% | −790−3.9% | 減碼 |
| Qsemble Capital Management, LP | 19,400 | $74.8 萬 | 0.14% | +19,400 | 新進 |
| Prelude Capital Management, LLC | 19,230 | $74.2 萬 | 0.06% | +19,230 | 新進 |
| Rothschild Investment LLC | 19,210 | $74.1 萬 | 0.05% | −1,780−8.5% | 減碼 |
| Provenance Wealth Advisors, LLC | 19,025 | $73.4 萬 | 0.09% | −45−0.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $73.2 萬 | 0.07% | 00.0% | 不變 |