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 |
|---|---|---|---|---|---|
| ELCO Management Co., LLC | 18,502 | $71.4 萬 | 0.38% | +150+0.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 18,466 | $71.2 萬 | 0.01% | +34+0.2% | 加碼 |
| Truist Financial Corp | 18,235 | $70.3 萬 | 0.00% | −1,490−7.6% | 減碼 |
| Spirit of America Management Corp | 18,000 | $69.4 萬 | 0.14% | +2,000+12.5% | 加碼 |
| Captrust Financial Advisors | 17,981 | $69.4 萬 | 0.00% | +5,432+43.3% | 加碼 |
| Belpointe Asset Management LLC | 17,953 | $69.2 萬 | 0.04% | +18+0.1% | 加碼 |
| KBC Group NV | 17,948 | $69.2 萬 | 0.00% | −1,123−5.9% | 減碼 |
| Smithfield Trust Co | 17,269 | $66.6 萬 | 0.03% | 00.0% | 不變 |
| First Pacific Financial | 16,902 | $65.2 萬 | 0.15% | +738+4.6% | 加碼 |
| Peoples Bank | 16,589 | $64.0 萬 | 0.43% | −203−1.2% | 減碼 |
| United Services Automobile Association | 16,409 | $63.3 萬 | 0.02% | −3,364−17.0% | 減碼 |
| RSM US Wealth Management LLC | 16,441 | $63.0 萬 | 0.01% | +984+6.4% | 加碼 |
| Quest Partners LLC | 16,334 | $63.0 萬 | 0.06% | +16,334 | 新進 |
| Omers Administration Corp | 16,229 | $62.6 萬 | 0.01% | +7,200+79.7% | 加碼 |
| US Bancorp | 16,159 | $62.3 萬 | 0.00% | +14+0.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $62.1 萬 | 0.05% | +16,089 | 新進 |
| First National Corp | 15,915 | $61.4 萬 | 0.14% | −69,974−81.5% | 減碼 |
| D.A. Davidson & Co. | 15,713 | $60.6 萬 | 0.01% | +429+2.8% | 加碼 |
| Mitchell Sinkler & Starr | 15,518 | $59.9 萬 | 0.15% | +295+1.9% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $59.6 萬 | 0.33% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 15,350 | $59.2 萬 | 0.01% | −2,734−15.1% | 減碼 |
| Keybank National Association | 15,155 | $58.5 萬 | 0.00% | −205−1.3% | 減碼 |
| CIBC World Markets Corp | 15,142 | $58.4 萬 | 0.00% | +1,131+8.1% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $57.9 萬 | 0.30% | 00.0% | 不變 |
| Blossom Wealth Management | 14,780 | $57.0 萬 | 1.15% | +465+3.2% | 加碼 |
| Resurgent Financial Advisors LLC | 14,413 | $55.6 萬 | 0.33% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 14,412 | $55.6 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,245 | $54.9 萬 | 0.00% | −221−1.5% | 減碼 |
| CIBC Asset Management Inc | 14,243 | $54.9 萬 | 0.00% | +250+1.8% | 加碼 |
| Kathmere Capital Management, LLC | 14,191 | $54.7 萬 | 0.05% | −478−3.3% | 減碼 |
| Rowland & Co Investment Counsel | 14,172 | $54.7 萬 | 0.11% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $54.4 萬 | 0.02% | −164−1.2% | 減碼 |
| QRG Capital Management, Inc. | 14,001 | $54.0 萬 | 0.01% | +1,999+16.7% | 加碼 |
| Clean Yield Group | 13,520 | $52.1 萬 | 0.17% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 13,407 | $51.7 萬 | 0.14% | +10.0% | 加碼 |
| Quaker Wealth Management, LLC | 13,299 | $51.3 萬 | 0.19% | +13,299 | 新進 |
| Cresset Asset Management, LLC | 13,286 | $51.2 萬 | 0.00% | +1,107+9.1% | 加碼 |
| M&G Plc | 13,025 | $50.8 萬 | 0.00% | 00.0% | 不變 |
| Paloma Partners Management Co | 12,949 | $49.9 萬 | 0.03% | +12,949 | 新進 |
| Ingalls & Snyder LLC | 12,888 | $49.7 萬 | 0.02% | −450−3.4% | 減碼 |
| Illinois Municipal Retirement Fund | 12,828 | $49.5 萬 | 0.01% | 00.0% | 不變 |
| Bank of Nova Scotia | 12,591 | $48.6 萬 | 0.00% | +450+3.7% | 加碼 |
| Capstone Investment Advisors, LLC | 12,404 | $47.8 萬 | 0.01% | +12,404 | 新進 |
| Quantinno Capital Management LP | 12,156 | $46.9 萬 | 0.01% | +2,014+19.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 12,014 | $46.3 萬 | 0.00% | −38−0.3% | 減碼 |
| Ieq Capital, LLC | 12,010 | $46.3 萬 | 0.01% | +98+0.8% | 加碼 |
| CWM, LLC | 11,995 | $46.3 萬 | 0.00% | +1,397+13.2% | 加碼 |
| Farmers Trust Co | 11,970 | $46.2 萬 | 0.09% | +136+1.1% | 加碼 |
| BKD Wealth Advisors, LLC | 11,832 | $45.6 萬 | 0.01% | +1,394+13.4% | 加碼 |
| Pullen Investment Management, LLC | 11,808 | $45.5 萬 | 0.33% | −38−0.3% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 11,686 | $45.1 萬 | 0.08% | +11,686 | 新進 |
| Boothbay Fund Management, LLC | 11,467 | $44.2 萬 | 0.01% | +11,467 | 新進 |
| Metis Global Partners, LLC | 11,350 | $43.8 萬 | 0.01% | −499−4.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 11,145 | $43.0 萬 | 0.02% | +737+7.1% | 加碼 |
| Meeder Advisory Services, Inc. | 11,124 | $42.9 萬 | 0.03% | +969+9.5% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $42.7 萬 | 0.16% | 00.0% | 不變 |
| EagleClaw Capital Managment, LLC | 11,052 | $42.6 萬 | 0.07% | +1,500+15.7% | 加碼 |
| Code Waechter LLC | 10,968 | $42.3 萬 | 0.40% | +10,968 | 新進 |
| TrinityPoint Wealth, LLC | 10,963 | $42.3 萬 | 0.06% | +10.0% | 加碼 |
| Raymond James Trust N.A. | 10,960 | $42.3 萬 | 0.01% | +383+3.6% | 加碼 |
| Fiduciary Trust Co | 10,927 | $42.1 萬 | 0.01% | −624−5.4% | 減碼 |
| Institute for Wealth Management, LLC. | 10,876 | $41.9 萬 | 0.05% | −50.0% | 減碼 |
| Bernardo Wealth Planning LLC | 10,448 | $41.9 萬 | 0.10% | −10,115−49.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,026 | $41.3 萬 | 0.00% | −589−6.1% | 減碼 |
| Bleakley Financial Group, LLC | 10,471 | $40.4 萬 | 0.01% | −49−0.5% | 減碼 |
| Rockefeller Capital Management L.P. | 10,411 | $40.2 萬 | 0.00% | −413−3.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,405 | $40.1 萬 | 0.03% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 10,393 | $40.1 萬 | 0.10% | +62+0.6% | 加碼 |
| Oppenheimer & Co Inc | 10,377 | $40.0 萬 | 0.01% | −219−2.1% | 減碼 |
| Centiva Capital, LP | 10,359 | $40.0 萬 | 0.02% | +10,359 | 新進 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $39.8 萬 | 0.15% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 10,302 | $39.7 萬 | 0.01% | −17−0.2% | 減碼 |
| HB Wealth Management, LLC | 10,063 | $38.8 萬 | 0.00% | +334+3.4% | 加碼 |
| Glen Eagle Advisors, LLC | 9,962 | $38.4 萬 | 0.06% | −435−4.2% | 減碼 |
| First Affirmative Financial Network | 9,643 | $37.2 萬 | 0.20% | +1,120+13.1% | 加碼 |
| Sterling Capital Management LLC | 9,600 | $37.0 萬 | 0.00% | +9,600 | 新進 |
| EP Wealth Advisors, LLC | 9,583 | $37.0 萬 | 0.00% | +30.0% | 加碼 |
| Atomi Financial Group, Inc. | 9,400 | $36.3 萬 | 0.02% | +557+6.3% | 加碼 |
| Mediolanum International Funds Ltd | 9,414 | $36.1 萬 | 0.01% | +3,624+62.6% | 加碼 |
| Manchester Capital Management LLC | 9,270 | $35.8 萬 | 0.04% | +40.0% | 加碼 |
| Gitterman Wealth Management, LLC | 9,223 | $35.6 萬 | 0.15% | +344+3.9% | 加碼 |
| Marcum Wealth, LLC | 9,133 | $35.2 萬 | 0.03% | −83−0.9% | 減碼 |
| Signaturefd, LLC | 9,124 | $35.2 萬 | 0.01% | +171+1.9% | 加碼 |
| Welch & Forbes LLC | 9,119 | $35.2 萬 | 0.00% | +1,391+18.0% | 加碼 |
| Mendel Money Management | 9,040 | $34.9 萬 | 0.15% | +10+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,926 | $34.4 萬 | 0.01% | +29+0.3% | 加碼 |
| Foundations Investment Advisors, LLC | 8,907 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 8,762 | $33.8 萬 | 0.02% | +285+3.4% | 加碼 |
| CAPROCK Group, Inc. | 8,743 | $33.7 萬 | 0.01% | −42−0.5% | 減碼 |
| Investment Management Corp of Ontario | 8,621 | $33.3 萬 | 0.01% | +2,800+48.1% | 加碼 |
| Apella Capital, LLC | 8,580 | $33.2 萬 | 0.01% | +75+0.9% | 加碼 |
| GSG Advisors LLC | 8,628 | $33.1 萬 | 0.11% | +58+0.7% | 加碼 |
| W.H. Cornerstone Investments Inc. | 8,246 | $31.8 萬 | 0.21% | −2,277−21.6% | 減碼 |
| Sigma Planning Corp | 8,150 | $31.4 萬 | 0.01% | +58+0.7% | 加碼 |
| O'Brien Greene & Co. Inc | 8,114 | $31.3 萬 | 0.10% | −3,000−27.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $31.2 萬 | 0.02% | +7,100+710.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,032 | $31.0 萬 | 0.02% | +30+0.4% | 加碼 |
| Veriti Management LLC | 8,024 | $30.9 萬 | 0.02% | +337+4.4% | 加碼 |
| Lindenwold Advisors | 7,930 | $30.6 萬 | 0.15% | +364+4.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,908 | $30.5 萬 | 0.03% | +20.0% | 加碼 |