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 4 季 13F 持有人
Essential Utilities, Inc. 在 2024/12/31 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
- 622
- 較 2024 年第 3 季 +6 家
- 持有股數
- 2.18 億
- 較 2024 年第 3 季 +684.1 萬 (+3.2%)
- 總市值
- $79.0 億
- 較 2024 年第 3 季 −$1.78 億 (−2.2%)
- 新進機構
- 71
- 另有 184 家加碼
- 清倉機構
- 65
- 另有 254 家減碼
另有 13 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 50,304 | $182.7 萬 | 0.00% | −771−1.5% | 減碼 |
| Nisa Investment Advisors, LLC | 50,150 | $182.1 萬 | 0.01% | +1,490+3.1% | 加碼 |
| British Columbia Investment Management Corp | 49,777 | $180.8 萬 | 0.01% | +6,428+14.8% | 加碼 |
| Shelton Capital Management | 49,711 | $180.6 萬 | 0.04% | −392−0.8% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 49,508 | $179.8 萬 | 1.72% | −1,234−2.4% | 減碼 |
| New Mexico Educational Retirement Board | 48,800 | $177.2 萬 | 0.06% | 00.0% | 不變 |
| Glenmede Trust Co NA | 48,773 | $177.1 萬 | 0.01% | −3,108−6.0% | 減碼 |
| Warren Averett Asset Management, LLC | 46,797 | $170.0 萬 | 0.03% | +2,218+5.0% | 加碼 |
| Krilogy Financial LLC | 45,969 | $167.0 萬 | 0.11% | −723−1.5% | 減碼 |
| Secure Asset Management, LLC | 45,332 | $164.6 萬 | 0.25% | +4,920+12.2% | 加碼 |
| Nomura Holdings Inc | 45,283 | $164.5 萬 | 0.01% | +45,283 | 新進 |
| Cetera Investment Advisers | 44,772 | $162.6 萬 | 0.00% | −1,197−2.6% | 減碼 |
| Bridgewater Advisors Inc. | 47,334 | $161.5 萬 | 0.17% | −80.0% | 減碼 |
| Xponance, Inc. | 42,397 | $154.0 萬 | 0.01% | +3,249+8.3% | 加碼 |
| Swiss Life Asset Management Ltd | 42,324 | $153.5 萬 | 0.01% | +22,422+112.7% | 加碼 |
| Utah Retirement Systems | 41,698 | $151.4 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 41,231 | $149.8 萬 | 0.02% | −1,747−4.1% | 減碼 |
| Tredje AP-fonden | 40,820 | $148.3 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 40,553 | $147.3 萬 | 0.00% | −11,935−22.7% | 減碼 |
| CI Private Wealth, LLC | 40,196 | $146.0 萬 | 0.00% | −2,507−5.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 38,819 | $141.0 萬 | 0.11% | −1,875−4.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 38,652 | $140.4 萬 | 0.01% | +356+0.9% | 加碼 |
| Pacer Advisors, Inc. | 36,835 | $133.8 萬 | 0.00% | −8,223−18.2% | 減碼 |
| Kestra Advisory Services, LLC | 36,637 | $133.1 萬 | 0.01% | −3,372−8.4% | 減碼 |
| Cerity Partners LLC | 35,986 | $131.6 萬 | 0.00% | −215−0.6% | 減碼 |
| Generali Asset Management SPA SGR | 35,531 | $129.0 萬 | 0.03% | +35,531 | 新進 |
| Advisor Group Holdings, Inc. | 36,557 | $128.8 萬 | 0.00% | −3,392−8.5% | 減碼 |
| Pathstone Holdings, LLC | 35,549 | $128.7 萬 | 0.01% | −668−1.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 35,386 | $128.5 萬 | 0.01% | −5,875−14.2% | 減碼 |
| Credit Agricole S A | 35,378 | $128.5 萬 | 0.00% | −1,560−4.2% | 減碼 |
| USS Investment Management Ltd | 34,900 | $126.8 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 34,149 | $124.0 萬 | 0.02% | −9,078−21.0% | 減碼 |
| Pathway Financial Advisers, LLC | 33,487 | $121.6 萬 | 0.41% | −1,221,996−97.3% | 減碼 |
| Susquehanna International Group, LLP | 33,484 | $121.6 萬 | 0.00% | −16,235−32.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 32,565 | $118.3 萬 | 0.01% | +5,152+18.8% | 加碼 |
| Mercer Global Advisors Inc | 32,473 | $117.9 萬 | 0.00% | −3,089−8.7% | 減碼 |
| Addison Capital Co | 32,088 | $116.5 萬 | 0.46% | −1,561−4.6% | 減碼 |
| Nissay Asset Management Corp | 31,868 | $116.2 萬 | 0.01% | +230+0.7% | 加碼 |
| Lido Advisors, LLC | 30,380 | $110.3 萬 | 0.01% | −2,960−8.9% | 減碼 |
| TFG Advisers LLC | 29,917 | $108.7 萬 | 0.39% | −1,066−3.4% | 減碼 |
| GWM Advisors LLC | 29,144 | $105.9 萬 | 0.01% | +26,517+1,009.4% | 加碼 |
| New York Life Investment Management LLC | 29,031 | $105.4 萬 | 0.01% | −2,478−7.9% | 減碼 |
| First National Corp | 28,891 | $104.9 萬 | 0.24% | +12,976+81.5% | 加碼 |
| State of Alaska, Department of Revenue | 28,811 | $104.6 萬 | 0.01% | −445−1.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 28,414 | $103.2 萬 | 0.25% | +1,955+7.4% | 加碼 |
| Jmac Enterprises LLC | 28,357 | $103.0 萬 | 0.16% | +43+0.2% | 加碼 |
| Philadelphia Trust Co | 27,630 | $100.4 萬 | 0.07% | 00.0% | 不變 |
| Captrust Financial Advisors | 27,451 | $99.7 萬 | 0.00% | +9,470+52.7% | 加碼 |
| Engineers Gate Manager LP | 27,443 | $99.7 萬 | 0.02% | −48,054−63.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 27,407 | $99.5 萬 | 0.00% | −2,428−8.1% | 減碼 |
| Haverford Trust Co | 27,186 | $98.7 萬 | 0.01% | +1,613+6.3% | 加碼 |
| Lee Financial Co | 27,156 | $98.6 萬 | 0.14% | −435−1.6% | 減碼 |
| Aquatic Capital Management LLC | 27,078 | $98.3 萬 | 0.03% | −4,822−15.1% | 減碼 |
| Neuberger Berman Group LLC | 26,932 | $97.8 萬 | 0.00% | +85+0.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $96.0 萬 | 0.01% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 26,411 | $95.9 萬 | 0.06% | +6,530+32.8% | 加碼 |
| apricus wealth, LLC | 26,262 | $95.4 萬 | 0.62% | 00.0% | 不變 |
| Blackhill Capital Inc | 26,041 | $94.6 萬 | 0.05% | 00.0% | 不變 |
| Continuum Advisory, LLC | 26,032 | $94.5 萬 | 0.12% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 25,661 | $93.2 萬 | 0.60% | −250−1.0% | 減碼 |
| Moors & Cabot, Inc. | 25,163 | $91.4 萬 | 0.04% | +383+1.5% | 加碼 |
| Central Trust Co | 24,851 | $90.3 萬 | 0.02% | −1,250−4.8% | 減碼 |
| Blair William & Co | 24,652 | $89.5 萬 | 0.00% | +285+1.2% | 加碼 |
| Daiwa Securities Group Inc. | 23,743 | $86.2 萬 | 0.00% | −180−0.8% | 減碼 |
| Colony Group, LLC | 23,653 | $85.9 萬 | 0.00% | +4,021+20.5% | 加碼 |
| Everence Capital Management Inc | 23,640 | $85.9 萬 | 0.06% | +23,640 | 新進 |
| Key Financial Inc | 23,636 | $85.8 萬 | 0.20% | +39+0.2% | 加碼 |
| Community Bank, N.A. | 23,624 | $85.8 萬 | 0.11% | −410−1.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 23,388 | $84.9 萬 | 0.02% | −1,784−7.1% | 減碼 |
| Axxcess Wealth Management, LLC | 23,302 | $84.6 萬 | 0.02% | −327−1.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 22,980 | $83.5 萬 | 0.02% | −37,263−61.9% | 減碼 |
| Prudential Financial Inc | 21,483 | $82.3 萬 | 0.00% | −2,115−9.0% | 減碼 |
| KBC Group NV | 22,255 | $80.9 萬 | 0.00% | +4,307+24.0% | 加碼 |
| Vestcor Inc | 21,571 | $78.3 萬 | 0.03% | +1,332+6.6% | 加碼 |
| Spirit of America Management Corp | 21,500 | $78.1 萬 | 0.16% | +3,500+19.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 21,397 | $77.7 萬 | 0.02% | −1,619−7.0% | 減碼 |
| Aspire Private Capital, LLC | 21,176 | $76.9 萬 | 0.19% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 20,934 | $76.0 萬 | 0.14% | −301−1.4% | 減碼 |
| Federated Hermes, Inc. | 20,711 | $75.2 萬 | 0.00% | −5,769−21.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 20,672 | $75.1 萬 | 0.02% | −2,233−9.7% | 減碼 |
| Holos Integrated Wealth LLC | 20,455 | $74.3 萬 | 0.51% | +20,455 | 新進 |
| Sanctuary Advisors, LLC | 20,841 | $73.9 萬 | 0.00% | −3,518−14.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 21,027 | $73.6 萬 | 0.00% | −100−0.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 19,596 | $71.1 萬 | 0.02% | −481−2.4% | 減碼 |
| Rothschild Investment LLC | 19,527 | $70.9 萬 | 0.05% | +317+1.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 19,460 | $70.7 萬 | 0.03% | +13+0.1% | 加碼 |
| Quantinno Capital Management LP | 19,327 | $70.2 萬 | 0.01% | +7,171+59.0% | 加碼 |
| Belpointe Asset Management LLC | 17,895 | $69.8 萬 | 0.04% | −58−0.3% | 減碼 |
| Advisors Asset Management, Inc. | 19,192 | $69.7 萬 | 0.01% | −352−1.8% | 減碼 |
| Securian Asset Management, Inc | 19,099 | $69.4 萬 | 0.02% | −479−2.4% | 減碼 |
| CenterBook Partners LP | 19,029 | $69.1 萬 | 0.04% | −29,857−61.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $68.9 萬 | 0.06% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 17,844 | $64.8 萬 | 0.01% | −622−3.4% | 減碼 |
| Truist Financial Corp | 17,643 | $64.1 萬 | 0.00% | −592−3.2% | 減碼 |
| Brighton Jones LLC | 17,563 | $63.8 萬 | 0.02% | +17,563 | 新進 |
| Smithfield Trust Co | 17,269 | $62.8 萬 | 0.03% | 00.0% | 不變 |
| Cullen Capital Management LLC | 17,277 | $62.8 萬 | 0.01% | −5,189−23.1% | 減碼 |
| First Pacific Financial | 16,879 | $61.3 萬 | 0.14% | −23−0.1% | 減碼 |
| AE Wealth Management LLC | 16,613 | $60.3 萬 | 0.01% | +2,368+16.6% | 加碼 |
| Peoples Bank | 16,446 | $59.7 萬 | 0.41% | −143−0.9% | 減碼 |