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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 9,642 | $38.5 萬 | 0.01% | −38−0.4% | 減碼 |
| Capstone Investment Advisors, LLC | 9,516 | $38.0 萬 | 0.00% | +9,516 | 新進 |
| Allstate Corp | 9,465 | $37.8 萬 | 0.01% | +9,465 | 新進 |
| Mendel Money Management | 9,440 | $37.7 萬 | 0.16% | +50+0.5% | 加碼 |
| Horizon Investment Services, LLC | 9,337 | $37.3 萬 | 0.14% | +9,337 | 新進 |
| Omers Administration Corp | 9,312 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 9,288 | $37.1 萬 | 0.05% | −139−1.5% | 減碼 |
| Vestcor Inc | 9,259 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 9,025 | $36.0 萬 | 0.01% | +6,031+201.4% | 加碼 |
| NorthRock Partners, LLC | 9,010 | $35.9 萬 | 0.01% | +2,911+47.7% | 加碼 |
| Oppenheimer & Co Inc | 8,918 | $35.6 萬 | 0.00% | +207+2.4% | 加碼 |
| First Affirmative Financial Network | 8,860 | $35.4 萬 | 0.17% | +126+1.4% | 加碼 |
| RSM US Wealth Management LLC | 8,787 | $35.1 萬 | 0.00% | −5,383−38.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 8,746 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Glenview Trust Co | 8,724 | $34.8 萬 | 0.01% | +1,746+25.0% | 加碼 |
| Continuum Advisory, LLC | 8,715 | $34.8 萬 | 0.04% | −8,658−49.8% | 減碼 |
| Schroder Investment Management Group | 8,679 | $34.6 萬 | 0.00% | +8,679 | 新進 |
| Apella Capital, LLC | 8,346 | $34.5 萬 | 0.01% | +259+3.2% | 加碼 |
| Signaturefd, LLC | 8,631 | $34.4 萬 | 0.01% | +768+9.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,546 | $34.1 萬 | 0.01% | +31+0.4% | 加碼 |
| Janus Henderson Group PLC | 8,466 | $33.8 萬 | 0.00% | −224,700−96.4% | 減碼 |
| HBK Sorce Advisory LLC | 8,292 | $33.7 萬 | 0.01% | +139+1.7% | 加碼 |
| GAMMA Investing LLC | 8,361 | $33.4 萬 | 0.02% | +3,614+76.1% | 加碼 |
| Rowland & Co Investment Counsel | 8,345 | $33.3 萬 | 0.07% | −5,272−38.7% | 減碼 |
| O'Brien Greene & Co. Inc | 8,114 | $32.4 萬 | 0.10% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 7,924 | $31.6 萬 | 0.02% | +85+1.1% | 加碼 |
| Pallas Capital Advisors LLC | 7,846 | $31.3 萬 | 0.01% | +7,846 | 新進 |
| Modern Wealth Management, LLC | 7,780 | $31.0 萬 | 0.01% | +1,489+23.7% | 加碼 |
| AIA Group Ltd | 7,636 | $30.5 萬 | 0.01% | +7,636 | 新進 |
| Evergreen Capital Management LLC | 7,596 | $30.3 萬 | 0.01% | +7,596 | 新進 |
| GSG Advisors LLC | 7,797 | $30.3 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 7,537 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 7,484 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 7,459 | $29.8 萬 | 0.00% | +2,985+66.7% | 加碼 |
| Merit Financial Group, LLC | 7,396 | $29.5 萬 | 0.00% | +7,396 | 新進 |
| Tower Research Capital LLC (TRC) | 7,314 | $29.2 萬 | 0.01% | +1,291+21.4% | 加碼 |
| Whalen Wealth Management Inc. | 7,263 | $29.0 萬 | 0.17% | +7,263 | 新進 |
| Integrated Wealth Concepts LLC | 7,220 | $28.8 萬 | 0.00% | +7,220 | 新進 |
| Frank, Rimerman Advisors LLC | 7,127 | $28.4 萬 | 0.02% | −1,117−13.5% | 減碼 |
| Johnson Investment Counsel Inc | 7,120 | $28.4 萬 | 0.00% | −368−4.9% | 減碼 |
| RTD Financial Advisors, Inc. | 7,103 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 6,810 | $28.0 萬 | 0.03% | −575−7.8% | 減碼 |
| Intrua Financial, LLC | 6,979 | $27.8 萬 | 0.03% | −1,303−15.7% | 減碼 |
| Providence Wealth Advisors, LLC | 6,835 | $27.7 萬 | 0.17% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 6,920 | $27.6 萬 | 0.15% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,904 | $27.5 萬 | 0.00% | +6,904 | 新進 |
| Advisors Capital Management, LLC | 6,819 | $27.2 萬 | 0.00% | +29+0.4% | 加碼 |
| We Are One Seven, LLC | 6,792 | $27.1 萬 | 0.01% | +6,792 | 新進 |
| Kennedy Investment Group | 6,775 | $27.0 萬 | 0.11% | +25+0.4% | 加碼 |
| Northstar Asset Management LLC | 6,750 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| STRS Ohio | 6,706 | $26.8 萬 | 0.00% | +118+1.8% | 加碼 |
| Ascent Group, LLC | 6,593 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 6,451 | $25.8 萬 | 0.00% | −1,407−17.9% | 減碼 |
| PTM Wealth Management, LLC | 6,387 | $25.6 萬 | 0.15% | +54+0.9% | 加碼 |
| Syon Capital LLC | 6,392 | $25.5 萬 | 0.01% | +6,392 | 新進 |
| New Age Alpha Advisors, LLC | 6,341 | $25.3 萬 | 0.01% | +4,624+269.3% | 加碼 |
| Greenleaf Trust | 6,340 | $25.3 萬 | 0.00% | −7−0.1% | 減碼 |
| Anchor Investment Management, LLC | 6,332 | $25.3 萬 | 0.02% | −516−7.5% | 減碼 |
| MAI Capital Management | 6,318 | $25.2 萬 | 0.00% | −75−1.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,305 | $25.2 萬 | 0.00% | +765+13.8% | 加碼 |
| Equitable Holdings, Inc. | 6,280 | $25.1 萬 | 0.00% | −196−3.0% | 減碼 |
| Profund Advisors LLC | 6,256 | $25.0 萬 | 0.01% | +6,256 | 新進 |
| MidWestOne Financial Group, Inc. | 6,250 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $24.9 萬 | 0.05% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 6,228 | $24.8 萬 | 0.04% | −120−1.9% | 減碼 |
| Sigma Planning Corp | 6,205 | $24.8 萬 | 0.01% | −301−4.6% | 減碼 |
| Richard C. Young & CO., LTD. | 6,153 | $24.6 萬 | 0.02% | +6,153 | 新進 |
| Journey Strategic Wealth LLC | 6,125 | $24.4 萬 | 0.01% | +6,125 | 新進 |
| Shell Asset Management Co | 6,073 | $24.2 萬 | 0.02% | −1,748−22.4% | 減碼 |
| Cozad Asset Management Inc | 6,000 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 5,986 | $23.9 萬 | 0.00% | −6,355−51.5% | 減碼 |
| Aaron Wealth Advisors | 5,932 | $23.7 萬 | 0.01% | +5,932 | 新進 |
| Charter Research & Investment Group, Inc. | 5,930 | $23.7 萬 | 0.16% | 00.0% | 不變 |
| Romano Brothers and Company | 5,928 | $23.7 萬 | 0.03% | +5,928 | 新進 |
| Sowell Financial Services LLC | 5,923 | $23.6 萬 | 0.01% | −184−3.0% | 減碼 |
| Nations Financial Group Inc, | 5,911 | $23.6 萬 | 0.01% | −33−0.6% | 減碼 |
| Tompkins Financial Corp | 5,885 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Tred Avon Family Wealth, LLC | 5,803 | $23.2 萬 | 0.08% | +5,803 | 新進 |
| TD Private Client Wealth LLC | 5,712 | $22.8 萬 | 0.01% | +351+6.5% | 加碼 |
| W.H. Cornerstone Investments Inc. | 5,683 | $22.7 萬 | 0.14% | −84−1.5% | 減碼 |
| Tower Wealth Partners, Inc. | 5,649 | $22.5 萬 | 0.12% | −358−6.0% | 減碼 |
| Seeds Investor LLC | 5,636 | $22.5 萬 | 0.05% | −1,363−19.5% | 減碼 |
| Clark Capital Management Group, Inc. | 5,606 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Vident Advisory, LLC | 5,572 | $22.2 萬 | 0.00% | +31+0.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,559 | $22.2 萬 | 0.03% | +24+0.4% | 加碼 |
| Krilogy Financial LLC | 5,524 | $21.9 萬 | 0.01% | +5,524 | 新進 |
| Jane Street Group, LLC | 5,493 | $21.9 萬 | 0.00% | −590,122−99.1% | 減碼 |
| Certior Financial Group, LLC | 5,366 | $21.4 萬 | 0.15% | +5,366 | 新進 |
| Huntington National Bank | 5,365 | $21.4 萬 | 0.00% | −132−2.4% | 減碼 |
| EWG Elevate Inc. | 5,357 | $21.4 萬 | 0.07% | −159−2.9% | 減碼 |
| Lowe Brockenbrough & Co Inc | 5,350 | $21.3 萬 | 0.01% | +5,350 | 新進 |
| TCG Advisory Services, LLC | 5,332 | $21.3 萬 | 0.01% | +5,332 | 新進 |
| Eastern Bank | 5,317 | $21.2 萬 | 0.00% | +365+7.4% | 加碼 |
| MONECO Advisors, LLC | 5,316 | $21.2 萬 | 0.02% | +5,316 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,300 | $21.1 萬 | 0.01% | −2,800−34.6% | 減碼 |
| Univest Financial Corp | 5,229 | $20.9 萬 | 0.01% | +5,229 | 新進 |
| Ledgewood Wealth Advisors, LLC | 5,206 | $20.8 萬 | 0.12% | +5,206 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,179 | $20.5 萬 | 0.00% | +5,179 | 新進 |
| Caerus Investment Advisors, LLC | 5,081 | $20.3 萬 | 0.08% | +5,081 | 新進 |