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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 16,409 | $59.6 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 16,290 | $59.2 萬 | 0.05% | −2,940−15.3% | 減碼 |
| Inceptionr LLC | 16,169 | $58.7 萬 | 0.13% | +16,169 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $58.4 萬 | 0.04% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 15,995 | $58.1 萬 | 0.01% | +645+4.2% | 加碼 |
| Ossiam | 15,993 | $58.1 萬 | 0.01% | −16,040−50.1% | 減碼 |
| Blossom Wealth Management | 15,850 | $57.6 萬 | 1.11% | +1,070+7.2% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $56.2 萬 | 0.32% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 15,155 | $55.0 萬 | 0.01% | −1,286−7.8% | 減碼 |
| US Bancorp | 14,996 | $54.5 萬 | 0.00% | −1,163−7.2% | 減碼 |
| Sterling Capital Management LLC | 14,924 | $54.2 萬 | 0.01% | +5,324+55.5% | 加碼 |
| XTX Topco Ltd | 14,813 | $53.8 萬 | 0.05% | −18,434−55.4% | 減碼 |
| Keybank National Association | 14,715 | $53.4 萬 | 0.00% | −440−2.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,710 | $53.4 萬 | 0.01% | +7,682+109.3% | 加碼 |
| Resurgent Financial Advisors LLC | 14,413 | $52.3 萬 | 0.31% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 14,412 | $52.3 萬 | 0.01% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 14,378 | $52.2 萬 | 0.14% | −1,140−7.3% | 減碼 |
| Capital Market Strategies LLC | 14,100 | $51.2 萬 | 0.29% | +8,800+166.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $51.2 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 14,066 | $51.1 萬 | 0.00% | −177−1.2% | 減碼 |
| Millennium Management LLC | 14,062 | $51.1 萬 | 0.00% | −1,229,422−98.9% | 減碼 |
| Mediolanum International Funds Ltd | 14,013 | $50.6 萬 | 0.01% | +4,599+48.9% | 加碼 |
| Rowland & Co Investment Counsel | 13,872 | $50.4 萬 | 0.11% | −300−2.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,864 | $50.4 萬 | 0.01% | +13,864 | 新進 |
| D.A. Davidson & Co. | 13,855 | $50.3 萬 | 0.00% | −1,858−11.8% | 減碼 |
| Atom Investors LP | 13,746 | $49.9 萬 | 0.06% | −216,598−94.0% | 減碼 |
| CWM, LLC | 13,712 | $49.8 萬 | 0.00% | +1,717+14.3% | 加碼 |
| Red Door Wealth Management, LLC | 13,523 | $49.1 萬 | 0.08% | +13,523 | 新進 |
| Northcape Wealth Management, LLC | 13,451 | $48.9 萬 | 0.16% | +13,451 | 新進 |
| Tradewinds Capital Management, LLC | 13,408 | $48.7 萬 | 0.13% | +10.0% | 加碼 |
| Clean Yield Group | 13,270 | $48.2 萬 | 0.15% | −250−1.8% | 減碼 |
| Modera Wealth Management, LLC | 13,121 | $47.7 萬 | 0.01% | −15,378−54.0% | 減碼 |
| Everett Harris & Co | 13,000 | $47.2 萬 | 0.01% | +13,000 | 新進 |
| M&G Plc | 13,025 | $46.9 萬 | 0.00% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 12,828 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 12,661 | $46.0 萬 | 0.02% | +1,516+13.6% | 加碼 |
| QRG Capital Management, Inc. | 12,510 | $45.4 萬 | 0.00% | −1,491−10.6% | 減碼 |
| Ingalls & Snyder LLC | 12,463 | $45.3 萬 | 0.02% | −425−3.3% | 減碼 |
| Kathmere Capital Management, LLC | 12,302 | $44.7 萬 | 0.04% | −1,889−13.3% | 減碼 |
| Agp Franklin, LLC | 12,119 | $44.0 萬 | 0.27% | +12,119 | 新進 |
| Ieq Capital, LLC | 12,081 | $43.9 萬 | 0.00% | +71+0.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 11,933 | $43.3 萬 | 0.00% | −81−0.7% | 減碼 |
| BKD Wealth Advisors, LLC | 11,832 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Corp | 11,765 | $42.7 萬 | 0.00% | −3,377−22.3% | 減碼 |
| Farmers Trust Co | 11,652 | $42.3 萬 | 0.08% | −318−2.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 11,622 | $42.2 萬 | 0.03% | +11,622 | 新進 |
| ELCO Management Co., LLC | 11,552 | $42.0 萬 | 0.22% | −6,950−37.6% | 減碼 |
| Eastern Bank | 11,250 | $40.9 萬 | 0.01% | −38,030−77.2% | 減碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $40.3 萬 | 0.15% | 00.0% | 不變 |
| EagleClaw Capital Managment, LLC | 11,052 | $40.1 萬 | 0.06% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 11,028 | $40.1 萬 | 0.00% | +617+5.9% | 加碼 |
| Koss-Olinger Consulting, LLC | 11,010 | $40.0 萬 | 0.04% | +11,010 | 新進 |
| TrinityPoint Wealth, LLC | 10,963 | $39.8 萬 | 0.06% | 00.0% | 不變 |
| Fiduciary Trust Co | 10,927 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 10,919 | $39.7 萬 | 0.00% | +856+8.5% | 加碼 |
| Omers Administration Corp | 10,858 | $39.4 萬 | 0.00% | −5,371−33.1% | 減碼 |
| Fieldview Capital Management, LLC | 10,727 | $39.0 萬 | 0.06% | +10,727 | 新進 |
| Institute for Wealth Management, LLC. | 10,701 | $38.9 萬 | 0.05% | −175−1.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,696 | $38.9 萬 | 0.00% | +670+7.4% | 加碼 |
| Independent Advisor Alliance | 10,695 | $38.8 萬 | 0.01% | +10,695 | 新進 |
| Manchester Capital Management LLC | 10,668 | $38.7 萬 | 0.04% | +1,398+15.1% | 加碼 |
| Meeder Advisory Services, Inc. | 10,529 | $38.2 萬 | 0.02% | −595−5.3% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $37.4 萬 | 0.15% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 10,243 | $37.2 萬 | 0.16% | +1,020+11.1% | 加碼 |
| Pullen Investment Management, LLC | 10,149 | $36.9 萬 | 0.24% | −1,659−14.0% | 減碼 |
| Code Waechter LLC | 10,089 | $36.6 萬 | 0.32% | −879−8.0% | 減碼 |
| Bleakley Financial Group, LLC | 10,006 | $36.3 萬 | 0.01% | −465−4.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,985 | $36.3 萬 | 0.00% | +9,985 | 新進 |
| First Affirmative Financial Network | 9,994 | $36.3 萬 | 0.21% | +351+3.6% | 加碼 |
| Verus Wealth Management, LLC | 9,947 | $36.1 萬 | 0.41% | +9,947 | 新進 |
| Bernardo Wealth Planning LLC | 10,451 | $35.6 萬 | 0.09% | +30.0% | 加碼 |
| Longfellow Investment Management Co LLC | 9,767 | $35.5 萬 | 0.09% | −626−6.0% | 減碼 |
| Edgestream Partners, L.P. | 9,744 | $35.4 萬 | 0.02% | +9,744 | 新進 |
| Glen Eagle Advisors, LLC | 9,526 | $34.6 萬 | 0.06% | −436−4.4% | 減碼 |
| Evergreen Capital Management LLC | 9,515 | $34.6 萬 | 0.01% | −787−7.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 9,362 | $34.0 萬 | 0.02% | +600+6.8% | 加碼 |
| EP Wealth Advisors, LLC | 9,229 | $33.5 萬 | 0.00% | −354−3.7% | 減碼 |
| Marcum Wealth, LLC | 9,189 | $33.4 萬 | 0.03% | +56+0.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 9,147 | $33.2 萬 | 0.02% | −1,258−12.1% | 減碼 |
| Bank of Nova Scotia | 9,141 | $33.2 萬 | 0.00% | −3,450−27.4% | 減碼 |
| Foundations Investment Advisors, LLC | 9,092 | $33.0 萬 | 0.01% | +185+2.1% | 加碼 |
| Mendel Money Management | 9,080 | $33.0 萬 | 0.15% | +40+0.4% | 加碼 |
| Atomi Financial Group, Inc. | 8,973 | $32.6 萬 | 0.02% | −427−4.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,959 | $32.5 萬 | 0.01% | +33+0.4% | 加碼 |
| Welch & Forbes LLC | 8,854 | $32.2 萬 | 0.00% | −265−2.9% | 減碼 |
| Signaturefd, LLC | 8,813 | $32.0 萬 | 0.01% | −311−3.4% | 減碼 |
| Oppenheimer & Co Inc | 8,557 | $31.1 萬 | 0.00% | −1,820−17.5% | 減碼 |
| Caisse des Depots Et Consignations | 8,551 | $31.1 萬 | 0.02% | +8,551 | 新進 |
| CAPROCK Group, Inc. | 8,529 | $31.0 萬 | 0.01% | −214−2.4% | 減碼 |
| Machina Capital S.A.S. | 8,307 | $30.2 萬 | 0.13% | +2,220+36.5% | 加碼 |
| Allstate Corp | 8,266 | $30.0 萬 | 0.01% | +8,266 | 新進 |
| O'Brien Greene & Co. Inc | 8,114 | $29.5 萬 | 0.10% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 8,032 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Congress Wealth Management LLC | 8,020 | $29.1 萬 | 0.00% | +8,020 | 新進 |
| Seeds Investor LLC | 8,012 | $29.1 萬 | 0.08% | +641+8.7% | 加碼 |
| HBK Sorce Advisory LLC | 7,945 | $28.9 萬 | 0.01% | +409+5.4% | 加碼 |
| Fulton Bank, N.A. | 7,931 | $28.8 萬 | 0.01% | +7,931 | 新進 |
| SeaCrest Wealth Management, LLC | 7,911 | $28.7 萬 | 0.03% | +30.0% | 加碼 |
| Birch Hill Investment Advisors LLC | 7,844 | $28.5 萬 | 0.01% | 00.0% | 不變 |