Essential Utilities, Inc.

WTRG

交易所: NYSE
產業: Water Supply
SEC CIK: 0000078128

SEC 申報列表（在新分頁開啟）

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 4 季與 2025 年第 3 季比較

持有 Essential Utilities, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人 2025 年第 3 季全部持有人

WTRG 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目	2025 年第 3 季	其中尚未申報 2025 年第 4 季	2025 年第 4 季	變化
持有家數	679	13	695	+29
股數	2.28 億	77.4 萬	2.26 億	−104.8 萬 (−0.5%)
市值	$90.7 億	$3,085 萬	$86.6 億	−$3.81 億 (−4.2%)

13 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（112 家）

2025 年第 4 季季末持有 Essential Utilities, Inc.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 112 家。

2025 年第 4 季新進 WTRG 的機構
機構	股數	市值	佔組合 %
Norges Bank	4,019,193	$1.54 億	0.02%
Nomura Asset Management International Inc.	3,940,005	$1.51 億	0.23%
CNH Partners LLC	948,884	$3,640 萬	0.77%
Eurizon Capital SGR S.p.A.	756,872	$2,903 萬	0.09%
LMR Partners LLP	559,532	$2,146 萬	0.21%
Capitolis Liquid Global Markets LLC	552,000	$2,117 萬	0.13%
Squarepoint Ops LLC	502,033	$1,926 萬	0.04%
Wellington Management Group LLP	501,215	$1,923 萬	0.00%
Kintayl Capital LP	376,095	$1,443 萬	8.71%
Virtu Financial LLC	181,511	$696.3 萬	0.27%
Abc Arbitrage SA	160,405	$615.3 萬	0.58%
Natixis	156,989	$602.2 萬	0.02%
XTX Topco Ltd	139,884	$536.6 萬	0.14%
Nuance Investments, LLC	126,035	$483.5 萬	0.53%
Balyasny Asset Management LLC	117,757	$451.7 萬	0.01%
Intesa Sanpaolo S.p.A.	117,100	$450.2 萬	0.29%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	98,075	$376.2 萬	0.14%
Gateway Investment Advisers LLC	92,972	$356.6 萬	0.03%
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	92,461	$354.7 萬	2.91%
Glenmede Trust Co NA	90,792	$348.3 萬	0.02%
Mint Tower Capital Management B.V.	83,331	$319.7 萬	0.41%
Trilogy Capital Inc.	80,502	$308.8 萬	0.14%
Arrowstreet Capital, Limited Partnership	80,129	$307.4 萬	0.00%
Bridgewater Associates, LP	72,909	$279.7 萬	0.01%
PensionDanmark Pensionsforsikringsaktieselskab	72,428	$277.8 萬	0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	68,336	$262.1 萬	0.02%
Marshall Wace, LLP	64,981	$249.3 萬	0.00%
Gamco Investors, Inc. Et Al	58,487	$224.4 萬	0.02%
Connor, Clark & Lunn Investment Management Ltd.	46,008	$176.5 萬	0.00%
Ilmarinen Mutual Pension Insurance Co	45,000	$172.6 萬	0.01%
A. D. Beadell Investment Counsel, Inc.	37,345	$143.2 萬	0.93%
Versor Investments LP	37,291	$143.0 萬	0.22%
Water Island Capital LLC	36,646	$140.6 萬	0.17%
Capital Innovations LLC	36,596	$140.4 萬	0.40%
Christine Messmer PC	32,494	$124.6 萬	0.81%
Keebeck Alpha, LP	26,056	$100.0 萬	2.66%
Polar Asset Management Partners Inc.	25,000	$95.9 萬	0.02%
Perigon Wealth Management, LLC	24,987	$95.8 萬	0.02%
Achmea Investment Management B.V.	24,791	$95.1 萬	0.02%
PW Nova Financial Services LLC	23,895	$92.4 萬	0.35%
Prelude Capital Management, LLC	23,372	$89.7 萬	0.07%
Kingdom Financial Group LLC.	23,269	$89.3 萬	0.28%
Hamrick Investment Counsel, llc	23,066	$88.5 萬	0.66%
Occudo Quantitative Strategies LP	20,142	$77.3 萬	0.05%
Polymer Capital Management (US) LLC	19,645	$75.4 萬	0.10%
Dakota Wealth Management	17,848	$68.5 萬	0.01%
NorthStar Asset Management LLC	17,117	$65.7 萬	0.30%
Schnieders Capital Management, LLC.	17,071	$65.5 萬	0.10%
Harvest Management LLC	17,000	$65.2 萬	0.24%
Oakmont Investment Advisors, Inc.	14,916	$57.2 萬	0.42%
Y-Intercept (Hong Kong) Ltd	13,898	$53.3 萬	0.01%
Jump Financial, LLC	13,027	$50.0 萬	0.01%
CSS LLC	13,000	$49.9 萬	0.03%
CAPROCK Group, Inc.	12,342	$47.3 萬	0.01%
Pinebridge Investments LLC	12,319	$47.3 萬	0.00%
Skopos Labs, Inc.	11,604	$44.9 萬	0.02%
Bleakley Financial Group, LLC	10,467	$40.2 萬	0.01%
Chase Investment Counsel Corp	10,061	$38.5 萬	0.11%
North Dakota State Investment Board	9,774	$37.5 萬	0.01%
CIBC World Markets Corp	9,732	$37.3 萬	0.00%
RIA Advisory Group LLC	8,962	$34.4 萬	0.08%
Osmosis Investment Management UK Ltd	8,313	$31.9 萬	0.01%
EP Wealth Advisors, LLC	8,066	$30.9 萬	0.00%
Catalyst Funds Management Pty Ltd	7,600	$29.2 萬	0.07%
Flagship Capital Management Inc.	7,595	$29.1 萬	0.21%
Schonfeld Strategic Advisors LLC	7,544	$28.9 萬	0.00%
Gryphon Financial Partners LLC	7,253	$27.8 萬	0.03%
Qsemble Capital Management, LP	7,250	$27.8 萬	0.02%
Laird Norton Trust Company, LLC	6,763	$25.9 萬	0.01%
S Harris Financial Group, LLC	6,586	$25.3 萬	0.24%
Wesbanco Bank Inc	6,171	$23.7 萬	0.01%
V-Square Quantitative Management LLC	5,904	$22.6 萬	0.02%
Diversified Enterprises, LLC	5,865	$22.5 萬	0.01%
Kingswood Wealth Advisors, LLC	5,593	$21.5 萬	0.01%
Virtue Capital Management, LLC	5,484	$21.2 萬	0.03%
Benjamin Edwards Inc	5,302	$20.3 萬	0.00%
Catalyst Financial Partners LLC	5,222	$20.0 萬	0.02%
Entrust Financial LLC	3,136	$12.0 萬	0.09%
Basecamp Wealth Advisors LLC	2,124	$8.15 萬	0.02%
SageView Advisory Group, LLC	1,935	$7.42 萬	0.00%
Los Angeles Capital Management LLC	1,320	$5.12 萬	0.00%
Vega Investment Solutions	1,150	$4.41 萬	0.01%
DV Trading LLC	1,000	$3.84 萬	0.00%
Motiv8 Investments LLC	900	$3.50 萬	0.02%
Ancora Advisors, LLC	776	$2.98 萬	0.00%
Fideuram Asset Management (Ireland) dac	777	$2.71 萬	0.00%
GoalVest Advisory LLC	659	$2.53 萬	0.00%
Palladiem, LLC	590	$2.27 萬	0.02%
Thurston, Springer, Miller, Herd & Titak, Inc.	520	$2.00 萬	0.01%
McGuire Capital Advisors Inc	493	$1.89 萬	0.01%
Wellington-Altus USA Inc.	392	$1.50 萬	0.01%
Global Wealth Strategies & Associates	300	$1.15 萬	0.00%
Guinness Atkinson Asset Management Inc	276	$1.07 萬	0.01%
Pinnacle Wealth Planning Services, Inc.	255	$9,782	0.00%
ZRC Wealth Management, LLC	243	$9,322	0.00%
Cape Investment Advisory, Inc.	174	$6,657	0.00%
ORG Partners LLC	160	$6,137	0.00%
Keating Financial Advisory Services, Inc.	109	$4,181	0.00%
Garton & Associates Financial Advisors LLC	90	$3,444	0.00%
Zimmer Partners, LP	80	$3,069	0.00%

清倉機構（83 家）

2025 年第 3 季季末持有 Essential Utilities, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 WTRG 的機構
機構	2025 年第 3 季股數	2025 年第 3 季市值
Tandem Investment Advisors, Inc.	948,863	$3,786 萬
Beck Bode, LLC	491,864	$1,963 萬
Aventail Capital Group, LP	454,461	$1,813 萬
Renaissance Technologies LLC	305,317	$1,218 萬
Robeco Institutional Asset Management B.V.	272,680	$1,088 萬
SummitTX Capital, L.P.	265,394	$1,059 萬
Sourcerock Group LLC	99,143	$395.6 萬
Trexquant Investment LP	85,767	$342.2 萬
Point72 Asset Management, L.P.	85,250	$340.1 萬
Horizon Investments, LLC	68,335	$270.3 萬
RWC Asset Management LLP	58,349	$232.8 萬
Elo Mutual Pension Insurance Co	57,388	$229.0 萬
Engineers Gate Manager LP	54,645	$218.0 萬
BTG Pactual Asset Management US LLC	40,112	$160.0 萬
Ninepoint Partners LP	38,999	$155.6 萬
Mediolanum International Funds Ltd	36,959	$144.6 萬
Stephens Inc	33,043	$131.8 萬
Boothbay Fund Management, LLC	23,650	$94.4 萬
Carnegie Capital Asset Management, LLC	22,033	$87.9 萬
Brighton Jones LLC	18,182	$72.5 萬
Entropy Technologies, LP	17,044	$68.0 萬
Lombard Odier Asset Management (Switzerland) SA	16,089	$64.2 萬
Westerkirk Capital Inc.	15,900	$63.4 萬
Inceptionr LLC	15,855	$63.3 萬
Landscape Capital Management, L.L.C.	12,054	$48.1 萬
Severin Investments, LLC	11,265	$44.9 萬
Graham Capital Management, L.P.	11,247	$44.9 萬
Simplex Trading, LLC	11,023	$43.9 萬
MQS Management LLC	10,842	$43.3 萬
Caxton Associates LLP	10,557	$42.1 萬
Kovitz Investment Group Partners, LLC	10,416	$41.6 萬
DRW Securities, LLC	10,381	$41.5 萬
Wexford Capital LP	10,245	$40.9 萬
Verus Wealth Management, LLC	10,137	$40.4 萬
Aquatic Capital Management LLC	10,110	$40.3 萬
Asahi Life Asset Management Co., Ltd.	9,791	$39.1 萬
Capstone Investment Advisors, LLC	9,516	$38.0 萬
Horizon Investment Services, LLC	9,337	$37.3 萬
NorthRock Partners, LLC	9,010	$35.9 萬
AIA Group Ltd	7,636	$30.5 萬
Integrated Wealth Concepts LLC	7,220	$28.8 萬
Frank, Rimerman Advisors LLC	7,127	$28.4 萬
SeaCrest Wealth Management, LLC	6,810	$28.0 萬
New Age Alpha Advisors, LLC	6,341	$25.3 萬
Equitable Holdings, Inc.	6,280	$25.1 萬
Richard C. Young & CO., LTD.	6,153	$24.6 萬
Aaron Wealth Advisors	5,932	$23.7 萬
Sowell Financial Services LLC	5,923	$23.6 萬
Clark Capital Management Group, Inc.	5,606	$22.4 萬
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5,559	$22.2 萬
Krilogy Financial LLC	5,524	$21.9 萬
Certior Financial Group, LLC	5,366	$21.4 萬
TCG Advisory Services, LLC	5,332	$21.3 萬
Livforsakringsbolaget Skandia, Omsesidigt	5,300	$21.1 萬
Univest Financial Corp	5,229	$20.9 萬
Ledgewood Wealth Advisors, LLC	5,206	$20.8 萬
Banco Bilbao Vizcaya Argentaria, S.A.	5,179	$20.5 萬
Caerus Investment Advisors, LLC	5,081	$20.3 萬
Charter Trust Co	5,068	$20.2 萬
Advisory Services Network, LLC	3,933	$15.7 萬
Bayforest Capital Ltd	3,412	$13.6 萬
Grey Fox Wealth Advisors, LLC	2,891	$11.5 萬
Ci Investments Inc.	2,447	$9.80 萬
GPS Wealth Strategies Group, LLC	2,338	$9.33 萬
Alpine Bank Wealth Management	2,082	$8.31 萬
Principal Securities, Inc.	2,007	$8.01 萬
Quest Partners LLC	1,284	$5.12 萬
MCF Advisors LLC	753	$3.01 萬
Rise Advisors, LLC	480	$1.92 萬
Caldwell Trust Co	400	$1.60 萬
Friedenthal Financial	300	$1.20 萬
Foster Dykema Cabot & Partners, LLC	230	$9,177
Bokf, NA	189	$7,541
JPL Wealth Management, LLC	145	$5,786
Cornerstone Planning Group LLC	48	$1,862
Mather Group, LLC.	27	$1,077
Newbridge Financial Services Group, Inc.	26	$1,037
Cloud Capital Management, LLC	26	$1,000
Heartwood Wealth Advisors LLC	19	$758
S&T Bank	14	$559
Quarry LP	4	$160
North Capital, Inc.	1	$40
Avion Wealth	13	$0

尚未申報 2025 年第 4 季的機構（13 家）

2025 年第 3 季季末持有 Essential Utilities, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 WTRG、尚未申報 2025 年第 4 季的機構
機構	2025 年第 3 季股數	2025 年第 3 季市值
Thematics Asset Management	412,726	$1,647 萬
AXA Investment Managers S.A.	148,757	$593.5 萬
Glenmede Investment Management, LP	94,793	$378.2 萬
First National Corp	45,318	$175.9 萬
Gitterman Wealth Management, LLC	23,933	$95.5 萬
Lindenwold Advisors	17,405	$69.4 萬
CIBC Bancorp USA Inc.	10,052	$40.1 萬
First Affirmative Financial Network	8,860	$35.4 萬
Shell Asset Management Co	6,073	$24.2 萬
EWG Elevate Inc.	5,357	$21.4 萬
Point72 Europe (London) LLP	684	$2.73 萬
Hemington Wealth Management	333	$1.30 萬
Guerra Advisors Inc	20	$798