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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 56,174 | $222.1 萬 | 0.04% | +240.0% | 加碼 |
| Susquehanna International Group, LLP | 55,631 | $219.9 萬 | 0.00% | +22,147+66.1% | 加碼 |
| Bridgewater Advisors Inc. | 53,796 | $219.3 萬 | 0.19% | +6,462+13.7% | 加碼 |
| Bryn Mawr Trust Co | 53,642 | $212.0 萬 | 0.04% | −1,865−3.4% | 減碼 |
| Mariner, LLC | 53,384 | $211.0 萬 | 0.00% | −8,733−14.1% | 減碼 |
| Secure Asset Management, LLC | 52,462 | $207.4 萬 | 0.42% | +7,130+15.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 51,374 | $203.1 萬 | 0.04% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 51,170 | $202.3 萬 | 0.02% | +4,373+9.3% | 加碼 |
| British Columbia Investment Management Corp | 49,879 | $197.2 萬 | 0.01% | +102+0.2% | 加碼 |
| Shelton Capital Management | 49,517 | $195.7 萬 | 0.05% | −194−0.4% | 減碼 |
| Victory Capital Management Inc | 49,475 | $195.6 萬 | 0.00% | −829−1.6% | 減碼 |
| New Mexico Educational Retirement Board | 48,800 | $192.9 萬 | 0.07% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 48,360 | $191.2 萬 | 1.83% | −1,148−2.3% | 減碼 |
| Cetera Investment Advisers | 47,737 | $188.7 萬 | 0.00% | +2,965+6.6% | 加碼 |
| Pinebridge Investments, L.P. | 47,330 | $187.1 萬 | 0.02% | −52,110−52.4% | 減碼 |
| Toronto Dominion Bank | 45,899 | $181.4 萬 | 0.00% | −8,100−15.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 44,897 | $177.5 萬 | 0.00% | −11,663−20.6% | 減碼 |
| XTX Topco Ltd | 43,952 | $173.7 萬 | 0.09% | +29,139+196.7% | 加碼 |
| Millennium Management LLC | 43,466 | $171.8 萬 | 0.00% | +29,404+209.1% | 加碼 |
| Xponance, Inc. | 42,470 | $167.9 萬 | 0.02% | +73+0.2% | 加碼 |
| Utah Retirement Systems | 41,698 | $164.8 萬 | 0.02% | 00.0% | 不變 |
| Korea Investment CORP | 41,429 | $163.8 萬 | 0.00% | −45,600−52.4% | 減碼 |
| JustInvest LLC | 41,088 | $162.4 萬 | 0.02% | −143−0.3% | 減碼 |
| Radnor Capital Management, LLC | 41,020 | $162.2 萬 | 0.27% | −18,332−30.9% | 減碼 |
| CI Private Wealth, LLC | 40,762 | $161.1 萬 | 0.00% | +566+1.4% | 加碼 |
| Trexquant Investment LP | 40,631 | $160.6 萬 | 0.02% | +40,631 | 新進 |
| Schonfeld Strategic Advisors LLC | 40,211 | $159.0 萬 | 0.01% | +40,211 | 新進 |
| Clear Harbor Asset Management, LLC | 39,694 | $156.9 萬 | 0.12% | +875+2.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 39,437 | $155.9 萬 | 0.01% | +785+2.0% | 加碼 |
| M&T Bank Corp | 39,208 | $154.9 萬 | 0.01% | −1,345−3.3% | 減碼 |
| Teacher Retirement System of Texas | 38,132 | $150.7 萬 | 0.01% | +38,132 | 新進 |
| Ilex Capital Partners (UK) LLP | 37,177 | $147.0 萬 | 0.06% | +37,177 | 新進 |
| Advisor Group Holdings, Inc. | 36,988 | $146.2 萬 | 0.00% | +431+1.2% | 加碼 |
| Resolution Capital Ltd | 36,948 | $146.1 萬 | 0.03% | −14,609−28.3% | 減碼 |
| Generali Asset Management SPA SGR | 36,359 | $143.7 萬 | 0.04% | +828+2.3% | 加碼 |
| Jefferies Financial Group Inc. | 36,202 | $143.1 萬 | 0.02% | +36,202 | 新進 |
| O'Shaughnessy Asset Management, LLC | 36,068 | $142.6 萬 | 0.01% | +682+1.9% | 加碼 |
| Investors Research Corp | 35,350 | $139.7 萬 | 0.30% | +35,350 | 新進 |
| Covea Finance | 34,500 | $136.4 萬 | 0.06% | +34,500 | 新進 |
| Pathstone Holdings, LLC | 33,697 | $133.2 萬 | 0.01% | −1,852−5.2% | 減碼 |
| Quantinno Capital Management LP | 33,338 | $131.8 萬 | 0.01% | +14,011+72.5% | 加碼 |
| Pathway Financial Advisers, LLC | 33,322 | $131.7 萬 | 0.45% | −165−0.5% | 減碼 |
| Addison Capital Co | 33,126 | $130.9 萬 | 0.51% | +1,038+3.2% | 加碼 |
| Swiss Life Asset Management Ltd | 33,076 | $130.7 萬 | 0.01% | −9,248−21.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 32,627 | $129.0 萬 | 0.03% | +9,647+42.0% | 加碼 |
| Cerity Partners LLC | 32,576 | $128.8 萬 | 0.00% | −3,410−9.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 32,326 | $127.8 萬 | 0.01% | −239−0.7% | 減碼 |
| Nissay Asset Management Corp | 32,175 | $127.2 萬 | 0.01% | +307+1.0% | 加碼 |
| Mercer Global Advisors Inc | 31,635 | $125.1 萬 | 0.00% | −838−2.6% | 減碼 |
| Credit Agricole S A | 30,829 | $121.9 萬 | 0.00% | −4,549−12.9% | 減碼 |
| New York Life Investment Management LLC | 30,559 | $120.8 萬 | 0.01% | +1,528+5.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 30,549 | $120.8 萬 | 0.00% | +3,142+11.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 30,372 | $120.1 萬 | 0.02% | −3,777−11.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 30,159 | $119.2 萬 | 0.04% | +10,699+55.0% | 加碼 |
| Raiffeisen Bank International AG | 30,208 | $118.7 萬 | 0.02% | −534,004−94.6% | 減碼 |
| GWM Advisors LLC | 29,674 | $117.3 萬 | 0.01% | +530+1.8% | 加碼 |
| State of Alaska, Department of Revenue | 29,611 | $117.0 萬 | 0.01% | +800+2.8% | 加碼 |
| TFG Advisers LLC | 28,771 | $113.7 萬 | 0.41% | −1,146−3.8% | 減碼 |
| Moors & Cabot, Inc. | 28,624 | $113.2 萬 | 0.06% | +3,461+13.8% | 加碼 |
| Oak Thistle LLC | 28,525 | $112.8 萬 | 0.23% | +28,525 | 新進 |
| Sterling Investment Advisors, Ltd. | 27,830 | $110.0 萬 | 0.26% | −584−2.1% | 減碼 |
| Neuberger Berman Group LLC | 27,785 | $109.8 萬 | 0.00% | +853+3.2% | 加碼 |
| Philadelphia Trust Co | 27,630 | $109.2 萬 | 0.09% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 27,632 | $109.2 萬 | 0.09% | +16,622+151.0% | 加碼 |
| Fox Run Management, L.L.C. | 27,386 | $108.3 萬 | 0.17% | +27,386 | 新進 |
| Lido Advisors, LLC | 27,150 | $107.3 萬 | 0.01% | −3,230−10.6% | 減碼 |
| Kestra Advisory Services, LLC | 26,982 | $106.7 萬 | 0.01% | −9,655−26.4% | 減碼 |
| Cullen Capital Management LLC | 26,704 | $105.6 萬 | 0.01% | +9,427+54.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 26,434 | $104.5 萬 | 0.07% | +23+0.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,385 | $104.3 萬 | 0.01% | −50−0.2% | 減碼 |
| apricus wealth, LLC | 26,262 | $103.8 萬 | 0.62% | 00.0% | 不變 |
| Central Trust Co | 26,251 | $103.8 萬 | 0.03% | +1,400+5.6% | 加碼 |
| Blackhill Capital Inc | 26,041 | $102.9 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 25,255 | $99.8 萬 | 0.03% | +1,867+8.0% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 25,186 | $99.6 萬 | 0.65% | −475−1.9% | 減碼 |
| Prudential Financial Inc | 25,435 | $98.6 萬 | 0.00% | +3,952+18.4% | 加碼 |
| Daiwa Securities Group Inc. | 24,830 | $98.1 萬 | 0.00% | +1,087+4.6% | 加碼 |
| Haverford Trust Co | 24,531 | $97.0 萬 | 0.01% | −2,655−9.8% | 減碼 |
| Lee Financial Co | 24,156 | $95.5 萬 | 0.15% | −3,000−11.0% | 減碼 |
| Captrust Financial Advisors | 24,010 | $94.9 萬 | 0.00% | −3,441−12.5% | 減碼 |
| Community Bank, N.A. | 23,928 | $94.6 萬 | 0.13% | +304+1.3% | 加碼 |
| Fiduciary Trust Co | 23,780 | $94.0 萬 | 0.01% | +12,853+117.6% | 加碼 |
| Friedenthal Financial | 23,702 | $93.7 萬 | 0.56% | +23,047+3,518.6% | 加碼 |
| Key Financial Inc | 23,676 | $93.6 萬 | 0.20% | +40+0.2% | 加碼 |
| Everence Capital Management Inc | 23,640 | $93.4 萬 | 0.06% | 00.0% | 不變 |
| Spirit of America Management Corp | 23,600 | $93.3 萬 | 0.19% | +2,100+9.8% | 加碼 |
| Blair William & Co | 23,133 | $91.4 萬 | 0.00% | −1,519−6.2% | 減碼 |
| KBC Group NV | 23,059 | $91.2 萬 | 0.00% | +804+3.6% | 加碼 |
| Schroder Investment Management Group | 22,946 | $90.2 萬 | 0.00% | −86,672−79.1% | 減碼 |
| Colony Group, LLC | 22,322 | $88.2 萬 | 0.00% | −1,331−5.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 22,227 | $87.9 萬 | 0.13% | +22,227 | 新進 |
| Truist Financial Corp | 21,777 | $86.1 萬 | 0.00% | +4,134+23.4% | 加碼 |
| Axxcess Wealth Management, LLC | 21,607 | $85.4 萬 | 0.02% | −1,695−7.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 21,997 | $84.4 萬 | 0.02% | +600+2.8% | 加碼 |
| Aspire Private Capital, LLC | 21,176 | $83.7 萬 | 0.21% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 20,934 | $82.8 萬 | 0.16% | 00.0% | 不變 |
| Federated Hermes, Inc. | 20,548 | $81.2 萬 | 0.00% | −163−0.8% | 減碼 |
| Holos Integrated Wealth LLC | 20,455 | $80.9 萬 | 0.53% | 00.0% | 不變 |
| Manchester Capital Management LLC | 20,037 | $79.2 萬 | 0.10% | +9,369+87.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 20,560 | $77.3 萬 | 0.00% | −467−2.2% | 減碼 |