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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 7,839 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| GSG Advisors LLC | 7,808 | $28.4 萬 | 0.09% | −820−9.5% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,757 | $28.1 萬 | 0.09% | +7,757 | 新進 |
| Commerce Bank | 7,728 | $28.1 萬 | 0.00% | +863+12.6% | 加碼 |
| Intech Investment Management LLC | 7,664 | $27.8 萬 | 0.00% | −15,537−67.0% | 減碼 |
| Vise Technologies, Inc. | 7,652 | $27.8 萬 | 0.02% | +7,652 | 新進 |
| Capstone Investment Advisors, LLC | 7,625 | $27.7 萬 | 0.00% | −4,779−38.5% | 減碼 |
| Lindenwold Advisors | 7,625 | $27.7 萬 | 0.15% | −305−3.8% | 減碼 |
| Apella Capital, LLC | 7,580 | $27.5 萬 | 0.01% | −1,000−11.7% | 減碼 |
| Pinnacle Associates Ltd | 7,537 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 7,320 | $26.6 萬 | 0.00% | −5,966−44.9% | 減碼 |
| CWM Advisors, LLC | 7,313 | $26.6 萬 | 0.03% | −277−3.6% | 減碼 |
| Investment Management Corp of Ontario | 7,221 | $26.2 萬 | 0.01% | −1,400−16.2% | 減碼 |
| United Capital Financial Advisers, LLC | 7,198 | $26.1 萬 | 0.00% | −347−4.6% | 減碼 |
| Greenleaf Trust | 7,104 | $25.8 萬 | 0.00% | −255−3.5% | 減碼 |
| RTD Financial Advisors, Inc. | 7,103 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,099 | $25.8 萬 | 0.00% | −293−4.0% | 減碼 |
| Quadrant Capital Group LLC | 6,966 | $25.3 萬 | 0.02% | −697−9.1% | 減碼 |
| Gateway Investment Advisers LLC | 6,915 | $25.1 萬 | 0.00% | −759−9.9% | 減碼 |
| W.H. Cornerstone Investments Inc. | 6,837 | $24.8 萬 | 0.17% | −1,409−17.1% | 減碼 |
| Northstar Asset Management LLC | 6,835 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,790 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| Aigen Investment Management, LP | 6,781 | $24.6 萬 | 0.04% | −23,254−77.4% | 減碼 |
| Virtu Financial LLC | 6,736 | $24.5 萬 | 0.01% | +6,736 | 新進 |
| Kennedy Investment Group | 6,744 | $24.5 萬 | 0.11% | +6+0.1% | 加碼 |
| Providence Wealth Advisors, LLC | 6,835 | $24.4 萬 | 0.19% | 00.0% | 不變 |
| Ascent Group, LLC | 6,649 | $24.1 萬 | 0.02% | −9−0.1% | 減碼 |
| Integrated Wealth Concepts LLC | 6,594 | $24.0 萬 | 0.00% | +696+11.8% | 加碼 |
| Anchor Investment Management, LLC | 6,495 | $23.6 萬 | 0.02% | +25+0.4% | 加碼 |
| Sigma Planning Corp | 6,470 | $23.5 萬 | 0.01% | −1,680−20.6% | 減碼 |
| Tower Wealth Partners, Inc. | 6,429 | $23.4 萬 | 0.12% | −400−5.9% | 減碼 |
| Nations Financial Group Inc, | 6,342 | $23.0 萬 | 0.02% | +289+4.8% | 加碼 |
| Cetera Trust Company, N.A | 6,325 | $23.0 萬 | 0.15% | +1,860+41.7% | 加碼 |
| MONECO Advisors, LLC | 6,267 | $22.8 萬 | 0.02% | +79+1.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 6,250 | $22.7 萬 | 0.03% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $22.7 萬 | 0.05% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 6,235 | $22.6 萬 | 0.02% | −1,535−19.8% | 減碼 |
| Custom Index Systems, LLC | 6,196 | $22.5 萬 | 0.12% | +6,196 | 新進 |
| Federation des caisses Desjardins du Quebec | 6,106 | $22.2 萬 | 0.00% | −209−3.3% | 減碼 |
| Charter Research & Investment Group, Inc. | 5,930 | $21.5 萬 | 0.16% | 00.0% | 不變 |
| Profund Advisors LLC | 5,779 | $21.0 萬 | 0.01% | −1,021−15.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 5,794 | $21.0 萬 | 0.00% | −446−7.1% | 減碼 |
| Rafferty Asset Management, LLC | 5,770 | $21.0 萬 | 0.00% | −35−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 5,606 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 5,538 | $20.1 萬 | 0.03% | −13,487−70.9% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 5,461 | $19.8 萬 | 0.01% | −55−1.0% | 減碼 |
| Huntington National Bank | 5,339 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 5,320 | $19.3 萬 | 0.00% | +5,320 | 新進 |
| Private Trust Co NA | 5,318 | $19.3 萬 | 0.02% | 00.0% | 不變 |
| Ci Investments Inc. | 5,255 | $19.1 萬 | 0.00% | +1,480+39.2% | 加碼 |
| State of Wyoming | 5,030 | $18.3 萬 | 0.02% | +5,030 | 新進 |
| GAMMA Investing LLC | 4,946 | $18.0 萬 | 0.02% | +332+7.2% | 加碼 |
| Centaurus Financial, Inc. | 4,732 | $17.2 萬 | 0.01% | −123−2.5% | 減碼 |
| Assetmark, Inc | 4,674 | $17.0 萬 | 0.00% | −169−3.5% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $14.5 萬 | 0.06% | −11,000−73.3% | 減碼 |
| Kempen Capital Management N.V. | 3,859 | $14.0 萬 | 0.00% | −879−18.6% | 減碼 |
| Fifth Third Bancorp | 3,770 | $13.7 萬 | 0.00% | −373−9.0% | 減碼 |
| Blume Capital Management, Inc. | 3,547 | $12.9 萬 | 0.03% | −483−12.0% | 減碼 |
| V-Square Quantitative Management LLC | 3,501 | $12.7 萬 | 0.02% | +24+0.7% | 加碼 |
| Natixis Investment Managers International | 3,409 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 3,248 | $11.8 萬 | 0.00% | −507−13.5% | 減碼 |
| Hanson & Doremus Investment Management | 3,142 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 3,075 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 3,020 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 2,930 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,887 | $10.5 萬 | 0.00% | −1,032−26.3% | 減碼 |
| Colonial Trust Co | 2,792 | $10.1 萬 | 0.02% | +447+19.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,784 | $10.1 萬 | 0.04% | +13+0.5% | 加碼 |
| Parallel Advisors, LLC | 2,726 | $9.90 萬 | 0.00% | −238−8.0% | 減碼 |
| Sound Income Strategies, LLC | 2,681 | $9.74 萬 | 0.01% | −54−2.0% | 減碼 |
| Harbour Investments, Inc. | 2,546 | $9.25 萬 | 0.00% | −33−1.3% | 減碼 |
| Crews Bank & Trust | 2,473 | $8.98 萬 | 0.02% | +2,473 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,338 | $8.49 萬 | 0.01% | −200−7.9% | 減碼 |
| TD Waterhouse Canada Inc. | 2,214 | $8.04 萬 | 0.00% | +1,262+132.6% | 加碼 |
| Shell Asset Management Co | 2,168 | $7.90 萬 | 0.00% | −535−19.8% | 減碼 |
| Citizens National Bank Trust Department | 2,150 | $7.81 萬 | 0.02% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,105 | $7.64 萬 | 0.00% | −2,283−52.0% | 減碼 |
| Creative Financial Designs Inc | 2,036 | $7.39 萬 | 0.01% | −90−4.2% | 減碼 |
| Tower View Investment Management & Research LLC | 1,992 | $7.23 萬 | 0.04% | +16+0.8% | 加碼 |
| Geneos Wealth Management Inc. | 1,907 | $6.93 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,766 | $6.41 萬 | 0.02% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $6.16 萬 | 0.02% | 00.0% | 不變 |
| Coastline Trust Co | 1,693 | $6.15 萬 | 0.01% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,685 | $6.12 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 1,677 | $6.09 萬 | 0.00% | +136+8.8% | 加碼 |
| Stonebridge Financial Group, LLC | 1,660 | $6.03 萬 | 0.01% | +1,660 | 新進 |
| Colonial Trust Advisors | 1,626 | $5.91 萬 | 0.01% | −416−20.4% | 減碼 |
| Old Second National Bank of Aurora | 1,613 | $5.86 萬 | 0.01% | +13+0.8% | 加碼 |
| Citadel Advisors LLC | 1,580 | $5.74 萬 | 0.00% | +1,478+1,449.0% | 加碼 |
| Smartleaf Asset Management LLC | 1,561 | $5.65 萬 | 0.01% | +179+13.0% | 加碼 |
| Bessemer Group Inc | 1,565 | $5.60 萬 | 0.00% | +778+98.9% | 加碼 |
| Massmutual Trust Co FSB | 1,524 | $5.54 萬 | 0.00% | +91+6.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,500 | $5.45 萬 | 0.00% | −1,031−40.7% | 減碼 |
| Atlantic Trust, LLC | 1,500 | $5.45 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,432 | $5.20 萬 | 0.00% | −573−28.6% | 減碼 |
| New Age Alpha Advisors, LLC | 1,228 | $4.46 萬 | 0.00% | +1,228 | 新進 |
| Carolinas Wealth Consulting LLC | 1,215 | $4.41 萬 | 0.01% | 00.0% | 不變 |
| BFSG, LLC | 1,190 | $4.32 萬 | 0.01% | 00.0% | 不變 |