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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 9,147 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| Commerce Bank | 9,092 | $35.9 萬 | 0.00% | +1,364+17.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 9,071 | $35.9 萬 | 0.02% | −291−3.1% | 減碼 |
| Prelude Capital Management, LLC | 8,910 | $35.2 萬 | 0.04% | −7,380−45.3% | 減碼 |
| Aquatic Capital Management LLC | 8,821 | $34.9 萬 | 0.01% | −18,257−67.4% | 減碼 |
| Marcum Wealth, LLC | 8,734 | $34.5 萬 | 0.03% | −455−5.0% | 減碼 |
| Seeds Investor LLC | 8,636 | $34.1 萬 | 0.10% | +624+7.8% | 加碼 |
| Advisory Services Network, LLC | 8,594 | $34.0 萬 | 0.01% | +8,594 | 新進 |
| Quantbot Technologies LP | 8,513 | $33.7 萬 | 0.01% | +8,513 | 新進 |
| Great Valley Advisor Group, Inc. | 8,485 | $33.5 萬 | 0.01% | −474−5.3% | 減碼 |
| Phoenix Holdings Ltd. | 8,426 | $33.5 萬 | 0.01% | −43,496−83.8% | 減碼 |
| EP Wealth Advisors, LLC | 8,303 | $32.8 萬 | 0.00% | −926−10.0% | 減碼 |
| CWM Advisors, LLC | 8,131 | $32.1 萬 | 0.04% | +818+11.2% | 加碼 |
| O'Brien Greene & Co. Inc | 8,114 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $32.0 萬 | 0.02% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 8,091 | $32.0 萬 | 0.01% | +146+1.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,062 | $31.9 萬 | 0.02% | +30+0.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,041 | $31.8 萬 | 0.00% | −1,944−19.5% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $31.8 萬 | 0.13% | −2,271−22.0% | 減碼 |
| Evergreen Capital Management LLC | 8,016 | $31.7 萬 | 0.01% | −1,499−15.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 7,914 | $31.3 萬 | 0.04% | +30.0% | 加碼 |
| Inceptionr LLC | 7,884 | $31.2 萬 | 0.09% | −8,285−51.2% | 減碼 |
| Cresset Asset Management, LLC | 7,862 | $31.1 萬 | 0.00% | +542+7.4% | 加碼 |
| Signaturefd, LLC | 7,626 | $30.1 萬 | 0.01% | −1,187−13.5% | 減碼 |
| Jump Financial, LLC | 7,612 | $30.1 萬 | 0.00% | +7,612 | 新進 |
| Apella Capital, LLC | 7,914 | $29.9 萬 | 0.01% | +334+4.4% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Lindenwold Advisors | 7,496 | $29.6 萬 | 0.16% | −129−1.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 7,484 | $29.6 萬 | 0.01% | −360−4.6% | 減碼 |
| GSG Advisors LLC | 7,797 | $29.4 萬 | 0.10% | −11−0.1% | 減碼 |
| Investment Management Corp of Ontario | 7,421 | $29.3 萬 | 0.01% | +200+2.8% | 加碼 |
| Janus Henderson Group PLC | 7,429 | $29.2 萬 | 0.00% | −50,577−87.2% | 減碼 |
| Boothbay Fund Management, LLC | 7,352 | $29.1 萬 | 0.01% | +7,352 | 新進 |
| RTD Financial Advisors, Inc. | 7,250 | $28.7 萬 | 0.04% | +147+2.1% | 加碼 |
| Armstrong Advisory Group, Inc | 7,839 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 7,225 | $28.4 萬 | 0.01% | +7,225 | 新進 |
| Rakuten Investment Management, Inc. | 7,198 | $28.3 萬 | 0.00% | +7,198 | 新進 |
| Johnson Investment Counsel Inc | 7,105 | $28.1 萬 | 0.00% | +6+0.1% | 加碼 |
| Gateway Investment Advisers LLC | 6,915 | $27.3 萬 | 0.00% | 00.0% | 不變 |
| Northstar Asset Management LLC | 6,835 | $27.0 萬 | 0.07% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 6,835 | $27.0 萬 | 0.20% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,790 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 6,734 | $26.6 萬 | 0.00% | −370−5.2% | 減碼 |
| Kennedy Investment Group | 6,729 | $26.6 萬 | 0.12% | −15−0.2% | 減碼 |
| Archer Investment Corp | 6,681 | $26.4 萬 | 0.07% | +6,382+2,134.4% | 加碼 |
| CAPROCK Group, Inc. | 6,657 | $26.3 萬 | 0.01% | −1,872−21.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,673 | $26.3 萬 | 0.00% | +6,673 | 新進 |
| Ascent Group, LLC | 6,593 | $26.1 萬 | 0.01% | −56−0.8% | 減碼 |
| Anchor Investment Management, LLC | 6,521 | $25.8 萬 | 0.02% | +26+0.4% | 加碼 |
| Walleye Capital LLC | 6,517 | $25.8 萬 | 0.00% | +6,517 | 新進 |
| Sigma Planning Corp | 6,508 | $25.7 萬 | 0.01% | +38+0.6% | 加碼 |
| Tower Wealth Partners, Inc. | 6,457 | $25.5 萬 | 0.14% | +28+0.4% | 加碼 |
| Nations Financial Group Inc, | 6,344 | $25.1 萬 | 0.02% | +20.0% | 加碼 |
| Cetera Trust Company, N.A | 6,325 | $25.0 萬 | 0.16% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 6,301 | $24.9 萬 | 0.06% | −1,456−18.8% | 減碼 |
| MONECO Advisors, LLC | 6,267 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 6,250 | $24.7 萬 | 0.04% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $24.7 萬 | 0.05% | 00.0% | 不變 |
| TownSquare Capital, LLC | 6,195 | $24.5 萬 | 0.00% | +6,195 | 新進 |
| YHB Investment Advisors, Inc. | 6,185 | $24.4 萬 | 0.02% | −50−0.8% | 減碼 |
| Virtue Capital Management, LLC | 6,039 | $23.9 萬 | 0.03% | +6,039 | 新進 |
| Cozad Asset Management Inc | 6,000 | $23.7 萬 | 0.02% | +6,000 | 新進 |
| PTM Wealth Management, LLC | 6,279 | $23.6 萬 | 0.25% | +6,279 | 新進 |
| Charter Research & Investment Group, Inc. | 5,930 | $23.4 萬 | 0.18% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 5,859 | $23.2 萬 | 0.02% | −5,763−49.6% | 減碼 |
| Freestone Grove Partners LP | 5,811 | $23.0 萬 | 0.00% | +5,811 | 新進 |
| Chicago Partners Investment Group LLC | 5,599 | $23.0 萬 | 0.01% | +5,599 | 新進 |
| W.H. Cornerstone Investments Inc. | 5,727 | $22.6 萬 | 0.16% | −1,110−16.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 5,606 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| NorthRock Partners, LLC | 5,528 | $21.9 萬 | 0.01% | +5,528 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,548 | $21.8 萬 | 0.03% | +13+0.2% | 加碼 |
| Huntington National Bank | 5,483 | $21.7 萬 | 0.00% | +144+2.7% | 加碼 |
| Profund Advisors LLC | 5,468 | $21.6 萬 | 0.01% | −311−5.4% | 減碼 |
| TD Private Client Wealth LLC | 5,461 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 5,477 | $21.5 萬 | 0.00% | −317−5.5% | 減碼 |
| ICW Investment Advisors LLC | 5,430 | $21.5 萬 | 0.09% | +5,430 | 新進 |
| Integrated Wealth Concepts LLC | 5,409 | $21.4 萬 | 0.00% | −1,185−18.0% | 減碼 |
| Glenview Trust Co | 5,392 | $21.3 萬 | 0.00% | +5,392 | 新進 |
| Ci Investments Inc. | 5,351 | $21.2 萬 | 0.00% | +96+1.8% | 加碼 |
| Certior Financial Group, LLC | 5,360 | $21.2 萬 | 0.18% | +5,360 | 新進 |
| Lowe Brockenbrough & Co Inc | 5,350 | $21.1 萬 | 0.01% | +5,350 | 新進 |
| Fortem Financial Group, LLC | 5,329 | $21.1 萬 | 0.08% | +5,329 | 新進 |
| Charter Trust Co | 5,322 | $21.0 萬 | 0.01% | +5,322 | 新進 |
| Kovitz Investment Group Partners, LLC | 5,276 | $20.9 萬 | 0.00% | +5,276 | 新進 |
| EWG Elevate Inc. | 5,270 | $20.8 萬 | 0.08% | +5,270 | 新進 |
| Sowell Financial Services LLC | 5,247 | $20.7 萬 | 0.01% | +5,247 | 新進 |
| Ledgewood Wealth Advisors, LLC | 5,206 | $20.6 萬 | 0.13% | +5,206 | 新進 |
| Stock Yards Bank & Trust Co | 5,205 | $20.6 萬 | 0.01% | +5,205 | 新進 |
| MAI Capital Management | 5,200 | $20.6 萬 | 0.00% | −120−2.3% | 減碼 |
| Univest Financial Corp | 5,179 | $20.5 萬 | 0.01% | +5,179 | 新進 |
| Stanley-Laman Group, Ltd. | 5,128 | $20.3 萬 | 0.03% | +5,128 | 新進 |
| Equitable Holdings, Inc. | 5,105 | $20.2 萬 | 0.00% | +5,105 | 新進 |
| Private Trust Co NA | 4,968 | $19.6 萬 | 0.02% | −350−6.6% | 減碼 |
| Eastern Bank | 4,952 | $19.6 萬 | 0.00% | −6,298−56.0% | 減碼 |
| Centaurus Financial, Inc. | 4,736 | $18.7 萬 | 0.01% | +4+0.1% | 加碼 |
| Coldstream Capital Management Inc | 4,487 | $17.7 萬 | 0.00% | −55,121−92.5% | 減碼 |
| Assetmark, Inc | 4,362 | $17.2 萬 | 0.00% | −312−6.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $17.0 萬 | 0.00% | −5,396−55.7% | 減碼 |
| V-Square Quantitative Management LLC | 3,738 | $14.8 萬 | 0.02% | +237+6.8% | 加碼 |