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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 12,543 | $46.6 萬 | 0.00% | −27,668−68.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 12,661 | $47.0 萬 | 0.02% | 00.0% | 不變 |
| Nomura Holdings Inc | 12,693 | $47.1 萬 | 0.00% | +676+5.6% | 加碼 |
| Clean Yield Group | 12,729 | $47.3 萬 | 0.14% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 12,749 | $47.3 萬 | 0.01% | +12,749 | 新進 |
| ELCO Management Co., LLC | 12,896 | $47.9 萬 | 0.25% | −1,774−12.1% | 減碼 |
| Metis Global Partners, LLC | 12,932 | $48.0 萬 | 0.01% | +12,932 | 新進 |
| Meeder Advisory Services, Inc. | 12,960 | $48.1 萬 | 0.02% | +1,629+14.4% | 加碼 |
| M&G Plc | 13,025 | $48.2 萬 | 0.00% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 13,118 | $48.4 萬 | 0.01% | +1,943+17.4% | 加碼 |
| Mitchell Sinkler & Starr | 13,167 | $48.9 萬 | 0.23% | −731−5.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 13,313 | $49.4 萬 | 0.00% | +452+3.5% | 加碼 |
| Brighton Jones LLC | 13,483 | $50.1 萬 | 0.01% | −4,646−25.6% | 減碼 |
| Red Door Wealth Management, LLC | 13,523 | $50.2 萬 | 0.06% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 13,617 | $50.6 萬 | 0.10% | 00.0% | 不變 |
| 111 Capital | 13,984 | $51.9 萬 | 0.09% | +13,984 | 新進 |
| RSM US Wealth Management LLC | 14,170 | $52.6 萬 | 0.01% | +143+1.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 14,336 | $53.2 萬 | 0.00% | +14,336 | 新進 |
| Whittier Trust Co of Nevada Inc | 14,412 | $53.5 萬 | 0.01% | −619−4.1% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $53.5 萬 | 0.29% | 00.0% | 不變 |
| CWM Advisors, LLC | 14,647 | $54.4 萬 | 0.06% | +6,516+80.1% | 加碼 |
| D.A. Davidson & Co. | 14,760 | $54.8 萬 | 0.00% | −274−1.8% | 減碼 |
| Everett Harris & Co | 15,000 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Keybank National Association | 15,130 | $56.2 萬 | 0.00% | +411+2.8% | 加碼 |
| US Bancorp | 15,179 | $56.4 萬 | 0.00% | +943+6.6% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $57.4 萬 | 0.32% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $57.6 萬 | 0.03% | 00.0% | 不變 |
| Peoples Bank | 15,586 | $57.9 萬 | 0.39% | −70−0.4% | 減碼 |
| CWM, LLC | 15,687 | $58.3 萬 | 0.00% | +3,940+33.5% | 加碼 |
| First Pacific Financial | 15,702 | $58.3 萬 | 0.09% | −1,336−7.8% | 減碼 |
| Westerkirk Capital Inc. | 15,900 | $59.1 萬 | 0.07% | +15,900 | 新進 |
| Everence Capital Management Inc | 15,970 | $59.3 萬 | 0.04% | −7,670−32.4% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $59.8 萬 | 0.03% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 16,103 | $59.8 萬 | 0.02% | +2,640+19.6% | 加碼 |
| Inceptionr LLC | 16,115 | $59.9 萬 | 0.14% | +8,231+104.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 16,316 | $60.6 萬 | 0.08% | −5,911−26.6% | 減碼 |
| Wealthspire Advisors, LLC | 16,359 | $60.8 萬 | 0.00% | +37+0.2% | 加碼 |
| Toroso Investments, LLC | 16,361 | $60.8 萬 | 0.00% | +16,361 | 新進 |
| QRG Capital Management, Inc. | 16,625 | $61.7 萬 | 0.01% | +1,998+13.7% | 加碼 |
| CIBC Asset Management Inc | 16,646 | $61.8 萬 | 0.00% | +2,430+17.1% | 加碼 |
| Belpointe Asset Management LLC | 16,984 | $63.1 萬 | 0.03% | −73−0.4% | 減碼 |
| Simplex Trading, LLC | 17,295 | $64.2 萬 | 0.02% | −1,736−9.1% | 減碼 |
| Smithfield Trust Co | 17,269 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Continuum Advisory, LLC | 17,373 | $64.5 萬 | 0.08% | +53+0.3% | 加碼 |
| Inspire Advisors, LLC | 17,430 | $64.7 萬 | 0.07% | +17,430 | 新進 |
| Fiduciary Trust Co | 17,430 | $64.7 萬 | 0.01% | −6,350−26.7% | 減碼 |
| KBC Group NV | 17,554 | $65.2 萬 | 0.00% | −5,505−23.9% | 減碼 |
| Blossom Wealth Management | 17,685 | $65.7 萬 | 1.16% | +70+0.4% | 加碼 |
| Foundations Investment Advisors, LLC | 17,816 | $66.2 萬 | 0.01% | −15−0.1% | 減碼 |
| Vinva Investment Management Ltd | 18,036 | $66.6 萬 | 0.02% | +10,811+149.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 18,084 | $67.2 萬 | 0.01% | +323+1.8% | 加碼 |
| Sterling Capital Management LLC | 18,347 | $68.1 萬 | 0.01% | +4,348+31.1% | 加碼 |
| Sanctuary Advisors, LLC | 18,370 | $68.2 萬 | 0.00% | +2,103+12.9% | 加碼 |
| Quadrant Capital Group LLC | 18,480 | $68.6 萬 | 0.02% | +1,008+5.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,930 | $70.3 萬 | 0.00% | +267+1.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $70.5 萬 | 0.06% | 00.0% | 不變 |
| Twinbeech Capital LP | 19,035 | $70.7 萬 | 0.02% | +8,274+76.9% | 加碼 |
| Manchester Capital Management LLC | 19,186 | $71.3 萬 | 0.09% | −851−4.2% | 減碼 |
| Atria Investments LLC | 19,350 | $71.9 萬 | 0.01% | +19,350 | 新進 |
| Rothschild Investment LLC | 19,524 | $72.5 萬 | 0.05% | +205+1.1% | 加碼 |
| Securian Asset Management, Inc | 19,641 | $72.9 萬 | 0.02% | +542+2.8% | 加碼 |
| Bank of Nova Scotia | 19,776 | $73.4 萬 | 0.00% | +9,862+99.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 20,364 | $75.6 萬 | 0.00% | −196−1.0% | 減碼 |
| Federated Hermes, Inc. | 20,542 | $76.3 萬 | 0.00% | −60.0% | 減碼 |
| EntryPoint Capital, LLC | 21,126 | $78.5 萬 | 0.39% | +21,126 | 新進 |
| Aspire Private Capital, LLC | 21,176 | $78.6 萬 | 0.18% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 21,313 | $79.2 萬 | 0.02% | −294−1.4% | 減碼 |
| Holos Integrated Wealth LLC | 20,455 | $79.3 萬 | 0.48% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 21,431 | $79.6 萬 | 0.00% | −34,200−61.5% | 減碼 |
| Prelude Capital Management, LLC | 21,690 | $80.6 萬 | 0.08% | +12,780+143.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 22,033 | $81.8 萬 | 0.02% | +36+0.2% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 22,961 | $85.3 萬 | 0.53% | −2,225−8.8% | 減碼 |
| Captrust Financial Advisors | 23,256 | $86.4 萬 | 0.00% | −754−3.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 23,421 | $87.0 萬 | 0.00% | +23,421 | 新進 |
| Ethic Inc. | 23,681 | $87.4 萬 | 0.02% | −37,894−61.5% | 減碼 |
| Key Financial Inc | 23,718 | $88.1 萬 | 0.18% | +42+0.2% | 加碼 |
| Resolution Capital Ltd | 23,844 | $88.6 萬 | 0.02% | −13,104−35.5% | 減碼 |
| Lido Advisors, LLC | 23,967 | $89.0 萬 | 0.00% | −3,183−11.7% | 減碼 |
| CoreCommodity Management, LLC | 23,996 | $89.1 萬 | 0.15% | −44,887−65.2% | 減碼 |
| Blair William & Co | 24,011 | $89.2 萬 | 0.00% | +878+3.8% | 加碼 |
| Haverford Trust Co | 24,095 | $89.5 萬 | 0.01% | −436−1.8% | 減碼 |
| Jain Global LLC | 24,612 | $91.4 萬 | 0.01% | +24,612 | 新進 |
| Community Bank, N.A. | 24,706 | $91.7 萬 | 0.12% | +778+3.3% | 加碼 |
| Brevan Howard Capital Management LP | 24,843 | $92.3 萬 | 0.01% | +24,843 | 新進 |
| Wealthcare Advisory Partners LLC | 25,724 | $95.5 萬 | 0.02% | +469+1.9% | 加碼 |
| Vise Technologies, Inc. | 25,802 | $95.8 萬 | 0.04% | +25,802 | 新進 |
| Sterling Investment Advisors, Ltd. | 25,808 | $95.9 萬 | 0.21% | −2,022−7.3% | 減碼 |
| Colony Group, LLC | 25,811 | $95.9 萬 | 0.00% | +3,489+15.6% | 加碼 |
| Blackhill Capital Inc | 26,041 | $96.7 萬 | 0.06% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 26,104 | $97.0 萬 | 0.00% | +1,274+5.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $97.2 萬 | 0.01% | −224−0.8% | 減碼 |
| Rodgers Brothers Inc. | 26,163 | $97.2 萬 | 0.12% | −43,550−62.5% | 減碼 |
| apricus wealth, LLC | 26,262 | $97.5 萬 | 0.57% | 00.0% | 不變 |
| Central Trust Co | 26,426 | $98.1 萬 | 0.02% | +175+0.7% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 26,457 | $98.3 萬 | 0.06% | +23+0.1% | 加碼 |
| New York Life Investment Management LLC | 26,620 | $98.9 萬 | 0.01% | −3,939−12.9% | 減碼 |
| Lee Financial Co | 26,666 | $99.0 萬 | 0.14% | +2,510+10.4% | 加碼 |
| Cullen Capital Management LLC | 26,704 | $99.2 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 26,742 | $99.3 萬 | 0.00% | +4,965+22.8% | 加碼 |
| Koss-Olinger Consulting, LLC | 26,816 | $99.6 萬 | 0.08% | −816−3.0% | 減碼 |