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 2 季 13F 持有人
Essential Utilities, Inc. 在 2025/6/30 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
- 683
- 較 2025 年第 1 季 +14 家
- 持有股數
- 2.21 億
- 較 2025 年第 1 季 +74.0 萬 (+0.3%)
- 總市值
- $82.0 億
- 較 2025 年第 1 季 −$4.93 億 (−5.7%)
- 新進機構
- 79
- 另有 283 家加碼
- 清倉機構
- 65
- 另有 200 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6,023 | $22.4 萬 | 0.01% | −8,105−57.4% | 減碼 |
| NorthRock Partners, LLC | 6,099 | $22.7 萬 | 0.01% | +571+10.3% | 加碼 |
| Sowell Financial Services LLC | 6,107 | $22.7 萬 | 0.01% | +860+16.4% | 加碼 |
| Stanley-Laman Group, Ltd. | 6,144 | $22.8 萬 | 0.03% | +1,016+19.8% | 加碼 |
| Summit Trail Advisors, LLC | 6,222 | $23.1 萬 | 0.00% | +6,222 | 新進 |
| MidWestOne Financial Group, Inc. | 6,250 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $23.2 萬 | 0.05% | 00.0% | 不變 |
| PTM Wealth Management, LLC | 6,333 | $23.3 萬 | 0.15% | +54+0.9% | 加碼 |
| Modern Wealth Management, LLC | 6,291 | $23.4 萬 | 0.01% | +6,291 | 新進 |
| LaSalle St. Investment Advisors, LLC | 6,348 | $23.5 萬 | 0.06% | +47+0.7% | 加碼 |
| Greenleaf Trust | 6,347 | $23.6 萬 | 0.00% | −387−5.7% | 減碼 |
| MAI Capital Management | 6,393 | $23.7 萬 | 0.00% | +1,193+22.9% | 加碼 |
| Investment Management Corp of Ontario | 6,421 | $23.8 萬 | 0.00% | −1,000−13.5% | 減碼 |
| Equitable Holdings, Inc. | 6,476 | $24.1 萬 | 0.00% | +1,371+26.9% | 加碼 |
| Sigma Planning Corp | 6,506 | $24.2 萬 | 0.01% | −20.0% | 減碼 |
| PharVision Advisers, LLC | 6,535 | $24.3 萬 | 0.35% | +6,535 | 新進 |
| STRS Ohio | 6,588 | $24.5 萬 | 0.00% | +6,588 | 新進 |
| Ascent Group, LLC | 6,593 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 6,630 | $24.7 萬 | 0.00% | +6,630 | 新進 |
| Archer Investment Corp | 6,684 | $24.8 萬 | 0.06% | +30.0% | 加碼 |
| Kennedy Investment Group | 6,750 | $25.1 萬 | 0.11% | +21+0.3% | 加碼 |
| Northstar Asset Management LLC | 6,750 | $25.1 萬 | 0.06% | −85−1.2% | 減碼 |
| Advisors Capital Management, LLC | 6,790 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 6,848 | $25.4 萬 | 0.02% | +327+5.0% | 加碼 |
| Farther Finance Advisors, LLC | 6,908 | $25.7 萬 | 0.01% | +3,660+112.7% | 加碼 |
| Cetera Trust Company, N.A | 6,920 | $25.7 萬 | 0.15% | +595+9.4% | 加碼 |
| Marex Group plc | 6,960 | $25.8 萬 | 0.00% | +6,960 | 新進 |
| Glenview Trust Co | 6,978 | $25.9 萬 | 0.00% | +1,586+29.4% | 加碼 |
| Seeds Investor LLC | 6,999 | $26.0 萬 | 0.06% | −1,637−19.0% | 減碼 |
| Providence Wealth Advisors, LLC | 6,835 | $26.2 萬 | 0.18% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 7,103 | $26.4 萬 | 0.03% | −147−2.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 7,385 | $27.4 萬 | 0.03% | −529−6.7% | 減碼 |
| Lindenwold Advisors | 7,462 | $27.7 萬 | 0.14% | −34−0.5% | 減碼 |
| Birch Hill Investment Advisors LLC | 7,484 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,488 | $27.8 萬 | 0.00% | +383+5.4% | 加碼 |
| Pinnacle Associates Ltd | 7,537 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| GSG Advisors LLC | 7,797 | $29.0 萬 | 0.08% | 00.0% | 不變 |
| Shell Asset Management Co | 7,821 | $29.0 萬 | 0.01% | +4,472+133.5% | 加碼 |
| Armstrong Advisory Group, Inc | 7,839 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 7,858 | $29.2 萬 | 0.00% | −568−6.7% | 減碼 |
| Signaturefd, LLC | 7,863 | $29.2 萬 | 0.00% | +237+3.1% | 加碼 |
| Apella Capital, LLC | 8,087 | $29.8 萬 | 0.01% | +173+2.2% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $29.8 萬 | 0.11% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 8,077 | $30.0 萬 | 0.01% | +15+0.2% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 8,114 | $30.1 萬 | 0.10% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 8,153 | $30.3 萬 | 0.01% | +62+0.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 8,244 | $30.6 萬 | 0.02% | +8,244 | 新進 |
| Intrua Financial, LLC | 8,282 | $30.8 萬 | 0.04% | −2,372−22.3% | 減碼 |
| EP Wealth Advisors, LLC | 8,492 | $31.5 萬 | 0.00% | +189+2.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,515 | $31.6 萬 | 0.01% | +30+0.4% | 加碼 |
| Congress Wealth Management LLC | 8,671 | $32.2 萬 | 0.00% | +8,671 | 新進 |
| Oppenheimer & Co Inc | 8,711 | $32.4 萬 | 0.00% | −1,064−10.9% | 減碼 |
| First Affirmative Financial Network | 8,734 | $32.4 萬 | 0.17% | −680−7.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 8,746 | $32.5 萬 | 0.03% | −401−4.4% | 減碼 |
| Allianz SE | 9,037 | $33.6 萬 | 0.01% | −2,099−18.8% | 減碼 |
| Bridgefront Capital, LLC | 9,150 | $34.0 萬 | 0.09% | −9,256−50.3% | 減碼 |
| Groupe la Francaise | 9,167 | $34.0 萬 | 0.01% | +9,167 | 新進 |
| Vestcor Inc | 9,259 | $34.4 萬 | 0.01% | −2,041−18.1% | 減碼 |
| DRW Securities, LLC | 9,229 | $34.5 萬 | 0.02% | +9,229 | 新進 |
| Omers Administration Corp | 9,312 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| Mendel Money Management | 9,390 | $34.9 萬 | 0.15% | +100+1.1% | 加碼 |
| Glen Eagle Advisors, LLC | 9,427 | $35.0 萬 | 0.05% | +10.0% | 加碼 |
| Commerce Bank | 9,597 | $35.6 萬 | 0.00% | +505+5.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 9,680 | $36.0 萬 | 0.01% | +416+4.5% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 9,684 | $36.0 萬 | 0.36% | +9,684 | 新進 |
| Exencial Wealth Advisors, LLC | 9,901 | $36.8 萬 | 0.01% | +9,901 | 新進 |
| Verus Wealth Management, LLC | 10,051 | $37.3 萬 | 0.38% | +84+0.8% | 加碼 |
| Institute for Wealth Management, LLC. | 10,062 | $37.4 萬 | 0.04% | −550−5.2% | 減碼 |
| Prudential PLC | 10,110 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 10,210 | $37.9 萬 | 0.00% | +394+4.0% | 加碼 |
| BKD Wealth Advisors, LLC | 10,453 | $38.8 萬 | 0.01% | +15+0.1% | 加碼 |
| Two Sigma Advisers, LP | 10,600 | $39.4 萬 | 0.00% | +10,600 | 新進 |
| Kathmere Capital Management, LLC | 10,740 | $39.9 萬 | 0.03% | −1,291−10.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,807 | $40.1 萬 | 0.00% | +2,766+34.4% | 加碼 |
| CIBC World Markets Corp | 10,900 | $40.5 萬 | 0.00% | −971−8.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,965 | $40.7 萬 | 0.03% | +10,965 | 新進 |
| Gsa Capital Partners LLP | 10,981 | $40.8 萬 | 0.03% | +10,981 | 新進 |
| EagleClaw Capital Managment, LLC | 11,052 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 11,054 | $41.1 萬 | 0.02% | +1,983+21.9% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $41.1 萬 | 0.14% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 11,154 | $41.4 萬 | 0.01% | −4,177−27.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 11,209 | $41.6 萬 | 0.00% | +5,521+97.1% | 加碼 |
| Sciencast Management LP | 11,349 | $42.2 萬 | 0.09% | +11,349 | 新進 |
| Farmers Trust Co | 11,493 | $42.7 萬 | 0.08% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 11,626 | $43.2 萬 | 0.09% | +296+2.6% | 加碼 |
| Rockefeller Capital Management L.P. | 11,711 | $43.5 萬 | 0.00% | +684+6.2% | 加碼 |
| Independent Advisor Alliance | 11,782 | $43.8 萬 | 0.01% | +980+9.1% | 加碼 |
| Royal London Asset Management Ltd | 11,785 | $43.8 萬 | 0.00% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 11,961 | $44.4 萬 | 0.10% | +446+3.9% | 加碼 |
| WealthTrust Axiom LLC | 12,048 | $44.7 萬 | 0.13% | 00.0% | 不變 |
| AE Wealth Management LLC | 12,070 | $44.8 萬 | 0.00% | +1,816+17.7% | 加碼 |
| Capital Market Strategies LLC | 12,100 | $44.9 萬 | 0.31% | −2,000−14.2% | 減碼 |
| Pullen Investment Management, LLC | 12,139 | $45.1 萬 | 0.27% | −148−1.2% | 減碼 |
| Quaker Wealth Management, LLC | 12,259 | $45.5 萬 | 0.15% | +12,259 | 新進 |
| Ieq Capital, LLC | 12,333 | $45.8 萬 | 0.00% | +64+0.5% | 加碼 |
| Modera Wealth Management, LLC | 12,341 | $45.8 萬 | 0.01% | −501−3.9% | 減碼 |
| Oak Thistle LLC | 12,488 | $46.4 萬 | 0.07% | −16,037−56.2% | 減碼 |
| XTX Topco Ltd | 12,510 | $46.5 萬 | 0.02% | −31,442−71.5% | 減碼 |
| Atomi Financial Group, Inc. | 12,531 | $46.5 萬 | 0.02% | +1,065+9.3% | 加碼 |