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。
2025 年第 1 季 13F 持有人
Essential Utilities, Inc. 在 2025/3/31 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
- 677
- 較 2024 年第 4 季 +67 家
- 持有股數
- 2.22 億
- 較 2024 年第 4 季 +575.0 萬 (+2.7%)
- 總市值
- $87.9 億
- 較 2024 年第 4 季 +$9.28 億 (+11.8%)
- 新進機構
- 113
- 另有 241 家加碼
- 清倉機構
- 46
- 另有 205 家減碼
另有 12 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allianz SE | 11,136 | $44.0 萬 | 0.01% | +11,136 | 新進 |
| Pacer Advisors, Inc. | 11,240 | $44.4 萬 | 0.00% | −25,595−69.5% | 減碼 |
| HB Wealth Management, LLC | 11,303 | $44.7 萬 | 0.00% | +384+3.5% | 加碼 |
| Vestcor Inc | 11,300 | $44.7 萬 | 0.02% | −10,271−47.6% | 減碼 |
| Meeder Advisory Services, Inc. | 11,331 | $44.8 萬 | 0.03% | +802+7.6% | 加碼 |
| Bernardo Wealth Planning LLC | 11,330 | $44.8 萬 | 0.11% | +879+8.4% | 加碼 |
| Occudo Quantitative Strategies LP | 11,524 | $45.3 萬 | 0.06% | +11,524 | 新進 |
| Atomi Financial Group, Inc. | 11,466 | $45.3 萬 | 0.02% | +2,493+27.8% | 加碼 |
| Farmers Trust Co | 11,493 | $45.4 萬 | 0.09% | −159−1.4% | 減碼 |
| Gitterman Wealth Management, LLC | 11,515 | $45.5 萬 | 0.12% | +1,272+12.4% | 加碼 |
| CenterBook Partners LP | 11,580 | $45.8 萬 | 0.03% | −7,449−39.1% | 減碼 |
| CWM, LLC | 11,747 | $46.4 萬 | 0.00% | −1,965−14.3% | 減碼 |
| Royal London Asset Management Ltd | 11,785 | $46.6 萬 | 0.00% | +11,785 | 新進 |
| CIBC World Markets Corp | 11,871 | $46.9 萬 | 0.00% | +106+0.9% | 加碼 |
| Nomura Holdings Inc | 12,017 | $47.5 萬 | 0.00% | −33,266−73.5% | 減碼 |
| Kathmere Capital Management, LLC | 12,031 | $47.6 萬 | 0.04% | −271−2.2% | 減碼 |
| WealthTrust Axiom LLC | 12,048 | $47.6 萬 | 0.15% | +12,048 | 新進 |
| Ieq Capital, LLC | 12,269 | $48.5 萬 | 0.00% | +188+1.6% | 加碼 |
| Pullen Investment Management, LLC | 12,287 | $48.6 萬 | 0.31% | +2,138+21.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 12,661 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| Clean Yield Group | 12,729 | $50.3 萬 | 0.16% | −541−4.1% | 減碼 |
| Illinois Municipal Retirement Fund | 12,828 | $50.7 萬 | 0.01% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 12,842 | $50.8 萬 | 0.01% | −279−2.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 12,861 | $50.8 萬 | 0.00% | +928+7.8% | 加碼 |
| M&G Plc | 13,025 | $52.1 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 13,408 | $53.0 萬 | 0.14% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 13,463 | $53.2 萬 | 0.02% | +1,000+8.0% | 加碼 |
| Agp Franklin, LLC | 13,394 | $53.5 萬 | 0.33% | +1,275+10.5% | 加碼 |
| Red Door Wealth Management, LLC | 13,523 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 13,617 | $53.8 萬 | 0.11% | −255−1.8% | 減碼 |
| Mitchell Sinkler & Starr | 13,898 | $54.9 萬 | 0.15% | −480−3.3% | 減碼 |
| Sterling Capital Management LLC | 13,999 | $55.3 萬 | 0.01% | −925−6.2% | 減碼 |
| RSM US Wealth Management LLC | 14,027 | $55.4 萬 | 0.01% | −1,128−7.4% | 減碼 |
| Point72 Hong Kong Ltd | 14,080 | $55.7 萬 | 0.04% | +14,080 | 新進 |
| Capital Market Strategies LLC | 14,100 | $55.7 萬 | 0.37% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 14,128 | $55.8 萬 | 0.02% | −582−4.0% | 減碼 |
| CIBC Asset Management Inc | 14,216 | $56.2 萬 | 0.00% | +150+1.1% | 加碼 |
| US Bancorp | 14,236 | $56.3 萬 | 0.00% | −760−5.1% | 減碼 |
| Engineers Gate Manager LP | 14,286 | $56.5 萬 | 0.01% | −13,157−47.9% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $57.0 萬 | 0.34% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 14,627 | $57.8 萬 | 0.01% | +2,117+16.9% | 加碼 |
| ELCO Management Co., LLC | 14,670 | $58.0 萬 | 0.32% | +3,118+27.0% | 加碼 |
| Keybank National Association | 14,719 | $58.2 萬 | 0.00% | +40.0% | 加碼 |
| ISAM Funds (UK) Ltd | 14,737 | $58.3 萬 | 0.29% | +14,737 | 新進 |
| Everett Harris & Co | 15,000 | $59.3 萬 | 0.01% | +2,000+15.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 15,031 | $59.4 萬 | 0.01% | +619+4.3% | 加碼 |
| D.A. Davidson & Co. | 15,034 | $59.4 萬 | 0.00% | +1,179+8.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $59.8 萬 | 0.03% | +15,521 | 新進 |
| Gulf International Bank (UK) Ltd | 15,331 | $60.6 萬 | 0.02% | −4,265−21.8% | 減碼 |
| Loudon Investment Management, LLC | 15,463 | $61.1 萬 | 0.35% | 00.0% | 不變 |
| Intech Investment Management LLC | 15,555 | $61.5 萬 | 0.01% | +7,891+103.0% | 加碼 |
| Peoples Bank | 15,656 | $61.9 萬 | 0.42% | −790−4.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,989 | $63.2 萬 | 0.00% | +9,883+161.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $63.6 萬 | 0.04% | 00.0% | 不變 |
| Allstate Corp | 16,111 | $63.7 萬 | 0.02% | +7,845+94.9% | 加碼 |
| Sanctuary Advisors, LLC | 16,267 | $64.3 萬 | 0.00% | −4,574−21.9% | 減碼 |
| United Services Automobile Association | 16,409 | $64.5 萬 | 0.02% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 16,322 | $64.5 萬 | 0.00% | +327+2.0% | 加碼 |
| Advisors Asset Management, Inc. | 16,400 | $64.8 萬 | 0.01% | −2,792−14.5% | 減碼 |
| ASR Vermogensbeheer N.V. | 16,713 | $66.1 萬 | 0.01% | +16,713 | 新進 |
| First Pacific Financial | 17,038 | $67.4 萬 | 0.14% | +159+0.9% | 加碼 |
| Ostrum Asset Management | 17,049 | $67.4 萬 | 0.04% | −84,572−83.2% | 減碼 |
| Belpointe Asset Management LLC | 17,057 | $67.4 萬 | 0.04% | −838−4.7% | 減碼 |
| Smithfield Trust Co | 17,269 | $68.3 萬 | 0.03% | 00.0% | 不變 |
| Continuum Advisory, LLC | 17,320 | $68.5 萬 | 0.09% | −8,712−33.5% | 減碼 |
| Quadrant Capital Group LLC | 17,472 | $69.1 萬 | 0.03% | +10,506+150.8% | 加碼 |
| Blossom Wealth Management | 17,615 | $69.6 萬 | 1.40% | +1,765+11.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,761 | $70.2 萬 | 0.01% | −83−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 17,831 | $70.5 萬 | 0.01% | +8,739+96.1% | 加碼 |
| Brighton Jones LLC | 18,129 | $71.7 萬 | 0.02% | +566+3.2% | 加碼 |
| Bridgefront Capital, LLC | 18,406 | $72.8 萬 | 0.21% | +18,406 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,663 | $73.8 萬 | 0.00% | +18,663 | 新進 |
| Qsemble Capital Management, LP | 18,974 | $75.0 萬 | 0.08% | +18,974 | 新進 |
| Penobscot Investment Management Company, Inc. | 18,975 | $75.0 萬 | 0.07% | 00.0% | 不變 |
| Simplex Trading, LLC | 19,031 | $75.2 萬 | 0.03% | +19,031 | 新進 |
| Securian Asset Management, Inc | 19,099 | $75.5 萬 | 0.02% | 00.0% | 不變 |
| Rothschild Investment LLC | 19,319 | $76.4 萬 | 0.05% | −208−1.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 20,560 | $77.3 萬 | 0.00% | −467−2.2% | 減碼 |
| Manchester Capital Management LLC | 20,037 | $79.2 萬 | 0.10% | +9,369+87.8% | 加碼 |
| Holos Integrated Wealth LLC | 20,455 | $80.9 萬 | 0.53% | 00.0% | 不變 |
| Federated Hermes, Inc. | 20,548 | $81.2 萬 | 0.00% | −163−0.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 20,934 | $82.8 萬 | 0.16% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 21,176 | $83.7 萬 | 0.21% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 21,997 | $84.4 萬 | 0.02% | +600+2.8% | 加碼 |
| Axxcess Wealth Management, LLC | 21,607 | $85.4 萬 | 0.02% | −1,695−7.3% | 減碼 |
| Truist Financial Corp | 21,777 | $86.1 萬 | 0.00% | +4,134+23.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 22,227 | $87.9 萬 | 0.13% | +22,227 | 新進 |
| Colony Group, LLC | 22,322 | $88.2 萬 | 0.00% | −1,331−5.6% | 減碼 |
| Schroder Investment Management Group | 22,946 | $90.2 萬 | 0.00% | −86,672−79.1% | 減碼 |
| KBC Group NV | 23,059 | $91.2 萬 | 0.00% | +804+3.6% | 加碼 |
| Blair William & Co | 23,133 | $91.4 萬 | 0.00% | −1,519−6.2% | 減碼 |
| Spirit of America Management Corp | 23,600 | $93.3 萬 | 0.19% | +2,100+9.8% | 加碼 |
| Everence Capital Management Inc | 23,640 | $93.4 萬 | 0.06% | 00.0% | 不變 |
| Key Financial Inc | 23,676 | $93.6 萬 | 0.20% | +40+0.2% | 加碼 |
| Friedenthal Financial | 23,702 | $93.7 萬 | 0.56% | +23,047+3,518.6% | 加碼 |
| Fiduciary Trust Co | 23,780 | $94.0 萬 | 0.01% | +12,853+117.6% | 加碼 |
| Community Bank, N.A. | 23,928 | $94.6 萬 | 0.13% | +304+1.3% | 加碼 |
| Captrust Financial Advisors | 24,010 | $94.9 萬 | 0.00% | −3,441−12.5% | 減碼 |
| Lee Financial Co | 24,156 | $95.5 萬 | 0.15% | −3,000−11.0% | 減碼 |
| Haverford Trust Co | 24,531 | $97.0 萬 | 0.01% | −2,655−9.8% | 減碼 |