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 3 季 13F 持有人
Essential Utilities, Inc. 在 2025/9/30 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
- 679
- 較 2025 年第 2 季 +8 家
- 持有股數
- 2.28 億
- 較 2025 年第 2 季 +993.2 萬 (+4.6%)
- 總市值
- $90.7 億
- 較 2025 年第 2 季 +$9.82 億 (+12.1%)
- 新進機構
- 86
- 另有 273 家加碼
- 清倉機構
- 78
- 另有 179 家減碼
另有 12 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EagleClaw Capital Managment, LLC | 11,052 | $44.1 萬 | 0.06% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 11,074 | $44.2 萬 | 0.13% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 11,084 | $44.2 萬 | 0.09% | −542−4.7% | 減碼 |
| Graham Capital Management, L.P. | 11,247 | $44.9 萬 | 0.02% | +11,247 | 新進 |
| Severin Investments, LLC | 11,265 | $44.9 萬 | 0.40% | +11,265 | 新進 |
| ELCO Management Co., LLC | 11,302 | $45.1 萬 | 0.24% | −1,594−12.4% | 減碼 |
| Farther Finance Advisors, LLC | 11,389 | $45.4 萬 | 0.01% | +4,481+64.9% | 加碼 |
| WealthTrust Axiom LLC | 11,420 | $45.6 萬 | 0.12% | −628−5.2% | 減碼 |
| Farmers Trust Co | 11,493 | $45.9 萬 | 0.08% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 11,631 | $46.4 萬 | 0.02% | +3,554+44.0% | 加碼 |
| Quaker Wealth Management, LLC | 11,768 | $47.0 萬 | 0.15% | −491−4.0% | 減碼 |
| Royal London Asset Management Ltd | 11,785 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 11,856 | $47.3 萬 | 0.00% | −214−1.8% | 減碼 |
| Pullen Investment Management, LLC | 11,992 | $47.8 萬 | 0.26% | −147−1.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 12,054 | $48.1 萬 | 0.03% | +12,054 | 新進 |
| Keybank National Association | 12,201 | $48.7 萬 | 0.00% | −2,929−19.4% | 減碼 |
| denkapparat Operations GmbH | 12,528 | $50.0 萬 | 0.32% | +12,528 | 新進 |
| Tokio Marine Asset Management Co Ltd | 12,661 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Clean Yield Group | 12,729 | $50.8 萬 | 0.14% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 12,784 | $51.0 萬 | 0.46% | +3,100+32.0% | 加碼 |
| Mitchell Sinkler & Starr | 12,824 | $51.2 萬 | 0.23% | −343−2.6% | 減碼 |
| First Citizens Bank & Trust Co | 13,036 | $52.0 萬 | 0.01% | +287+2.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 13,104 | $52.3 萬 | 0.00% | −1,232−8.6% | 減碼 |
| Investment Management Corp of Ontario | 13,237 | $52.8 萬 | 0.01% | +6,816+106.2% | 加碼 |
| Nomura Holdings Inc | 13,296 | $53.1 萬 | 0.00% | +603+4.8% | 加碼 |
| Red Door Wealth Management, LLC | 13,523 | $54.0 萬 | 0.06% | 00.0% | 不變 |
| Metis Global Partners, LLC | 13,608 | $54.3 萬 | 0.01% | +676+5.2% | 加碼 |
| Meeder Advisory Services, Inc. | 13,758 | $54.9 萬 | 0.03% | +798+6.2% | 加碼 |
| Peoples Bank | 14,003 | $55.9 萬 | 0.56% | −1,583−10.2% | 減碼 |
| US Bancorp | 14,078 | $56.2 萬 | 0.00% | −1,101−7.3% | 減碼 |
| HB Wealth Management, LLC | 14,121 | $56.3 萬 | 0.00% | +14,121 | 新進 |
| Whittier Trust Co of Nevada Inc | 14,370 | $56.6 萬 | 0.01% | −42−0.3% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $57.5 萬 | 0.28% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $57.6 萬 | 0.03% | 00.0% | 不變 |
| CX Institutional | 14,462 | $57.7 萬 | 0.02% | +13,400+1,261.8% | 加碼 |
| D.A. Davidson & Co. | 14,769 | $58.9 萬 | 0.00% | +9+0.1% | 加碼 |
| Everett Harris & Co | 15,000 | $59.9 萬 | 0.01% | 00.0% | 不變 |
| Chesapeake Capital Corp | 15,204 | $60.7 萬 | 0.54% | +15,204 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 15,423 | $61.5 萬 | 0.00% | +8,793+132.6% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $61.7 萬 | 0.32% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 15,532 | $62.0 萬 | 0.01% | +9,310+149.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 15,556 | $62.1 萬 | 0.01% | +4,347+38.8% | 加碼 |
| First Pacific Financial | 15,650 | $62.4 萬 | 0.09% | −52−0.3% | 減碼 |
| Sanctuary Advisors, LLC | 15,673 | $62.5 萬 | 0.00% | −2,697−14.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,767 | $62.9 萬 | 0.00% | +2,454+18.4% | 加碼 |
| Inceptionr LLC | 15,855 | $63.3 萬 | 0.15% | −260−1.6% | 減碼 |
| Ingalls & Snyder LLC | 15,891 | $63.4 萬 | 0.02% | −212−1.3% | 減碼 |
| Westerkirk Capital Inc. | 15,900 | $63.4 萬 | 0.07% | 00.0% | 不變 |
| Everence Capital Management Inc | 15,970 | $63.7 萬 | 0.04% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 16,430 | $64.3 萬 | 0.01% | −1,606−8.9% | 減碼 |
| Toroso Investments, LLC | 16,336 | $65.2 萬 | 0.00% | −25−0.2% | 減碼 |
| CIBC Asset Management Inc | 16,646 | $66.4 萬 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 16,806 | $67.1 萬 | 0.00% | +447+2.7% | 加碼 |
| Entropy Technologies, LP | 17,044 | $68.0 萬 | 0.05% | +17,044 | 新進 |
| Smithfield Trust Co | 17,269 | $68.9 萬 | 0.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 17,275 | $68.9 萬 | 0.03% | +291+1.7% | 加碼 |
| Sterling Capital Management LLC | 17,339 | $69.2 萬 | 0.01% | −1,008−5.5% | 減碼 |
| Lindenwold Advisors | 17,405 | $69.4 萬 | 0.33% | +9,943+133.2% | 加碼 |
| KBC Group NV | 17,554 | $70.0 萬 | 0.00% | 00.0% | 不變 |
| Blossom Wealth Management | 17,760 | $70.9 萬 | 1.14% | +75+0.4% | 加碼 |
| Foundations Investment Advisors, LLC | 17,850 | $71.2 萬 | 0.01% | +34+0.2% | 加碼 |
| Central Trust Co | 17,869 | $71.3 萬 | 0.01% | −8,557−32.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 18,098 | $72.2 萬 | 0.01% | +14+0.1% | 加碼 |
| Magnetar Financial LLC | 18,145 | $72.4 萬 | 0.00% | +18,145 | 新進 |
| Brighton Jones LLC | 18,182 | $72.5 萬 | 0.02% | +4,699+34.9% | 加碼 |
| Quadrant Capital Group LLC | 18,183 | $72.6 萬 | 0.02% | −297−1.6% | 減碼 |
| Rothschild Investment LLC | 18,499 | $73.8 萬 | 0.04% | −1,025−5.2% | 減碼 |
| AMF Pensionsforsakring AB | 18,594 | $74.2 萬 | 0.00% | −105,502−85.0% | 減碼 |
| QRG Capital Management, Inc. | 18,668 | $74.5 萬 | 0.01% | +2,043+12.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $75.7 萬 | 0.06% | 00.0% | 不變 |
| Manchester Capital Management LLC | 19,209 | $76.6 萬 | 0.10% | +23+0.1% | 加碼 |
| Summit Financial, LLC | 19,976 | $79.7 萬 | 0.01% | +19,976 | 新進 |
| Fiduciary Trust Co | 20,140 | $80.4 萬 | 0.01% | +2,710+15.5% | 加碼 |
| Aristotle Capital Boston, LLC | 20,655 | $82.4 萬 | 0.04% | +20,655 | 新進 |
| Holos Integrated Wealth LLC | 20,455 | $83.3 萬 | 0.49% | 00.0% | 不變 |
| Securian Asset Management, Inc | 21,005 | $83.8 萬 | 0.02% | +1,364+6.9% | 加碼 |
| Axxcess Wealth Management, LLC | 21,065 | $84.1 萬 | 0.02% | −248−1.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 21,122 | $84.3 萬 | 0.00% | +758+3.7% | 加碼 |
| Aspire Private Capital, LLC | 21,176 | $84.5 萬 | 0.19% | 00.0% | 不變 |
| Federated Hermes, Inc. | 21,258 | $84.8 萬 | 0.00% | +716+3.5% | 加碼 |
| CWM Advisors, LLC | 21,408 | $85.4 萬 | 0.08% | +6,761+46.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 22,033 | $87.9 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 22,065 | $88.0 萬 | 0.00% | −1,946−8.1% | 減碼 |
| Haverford Trust Co | 22,091 | $88.1 萬 | 0.01% | −2,004−8.3% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 22,184 | $88.5 萬 | 0.13% | +17,457+369.3% | 加碼 |
| SRS Capital Advisors, Inc. | 22,198 | $88.6 萬 | 0.01% | +21,656+3,995.6% | 加碼 |
| Truist Financial Corp | 22,688 | $90.5 萬 | 0.00% | −4,054−15.2% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 22,961 | $91.6 萬 | 0.53% | 00.0% | 不變 |
| Key Financial Inc | 23,759 | $92.2 萬 | 0.17% | +41+0.2% | 加碼 |
| Boothbay Fund Management, LLC | 23,650 | $94.4 萬 | 0.02% | +17,809+304.9% | 加碼 |
| Lido Advisors, LLC | 23,923 | $95.5 萬 | 0.00% | −44−0.2% | 減碼 |
| Gitterman Wealth Management, LLC | 23,933 | $95.5 萬 | 0.22% | +11,972+100.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 26,786 | $99.5 萬 | 0.08% | −30−0.1% | 減碼 |
| Colony Group, LLC | 25,495 | $100.8 萬 | 0.00% | −316−1.2% | 減碼 |
| Bank of Nova Scotia | 25,363 | $101.2 萬 | 0.00% | +5,587+28.3% | 加碼 |
| Ethic Inc. | 25,489 | $101.7 萬 | 0.02% | +1,808+7.6% | 加碼 |
| Sterling Investment Advisors, Ltd. | 25,808 | $103.0 萬 | 0.20% | 00.0% | 不變 |
| Community Bank, N.A. | 25,968 | $103.6 萬 | 0.13% | +1,262+5.1% | 加碼 |
| Blackhill Capital Inc | 26,041 | $103.9 萬 | 0.05% | 00.0% | 不變 |