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 4 季 13F 持有人
Essential Utilities, Inc. 在 2025/12/31 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
- 695
- 較 2025 年第 3 季 +29 家
- 持有股數
- 2.26 億
- 較 2025 年第 3 季 −104.8 萬 (−0.5%)
- 總市值
- $86.6 億
- 較 2025 年第 3 季 −$3.81 億 (−4.2%)
- 新進機構
- 112
- 另有 207 家加碼
- 清倉機構
- 83
- 另有 232 家減碼
另有 13 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 5,639 | $21.6 萬 | 0.00% | −347−5.8% | 減碼 |
| Profund Advisors LLC | 5,744 | $22.0 萬 | 0.01% | −512−8.2% | 減碼 |
| Tred Avon Family Wealth, LLC | 5,803 | $22.3 萬 | 0.07% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 5,865 | $22.5 萬 | 0.01% | +5,865 | 新進 |
| Evergreen Capital Management LLC | 5,867 | $22.5 萬 | 0.01% | −1,729−22.8% | 減碼 |
| Nations Financial Group Inc, | 5,870 | $22.5 萬 | 0.01% | −41−0.7% | 減碼 |
| V-Square Quantitative Management LLC | 5,904 | $22.6 萬 | 0.02% | +5,904 | 新進 |
| Charter Research & Investment Group, Inc. | 5,930 | $22.7 萬 | 0.15% | 00.0% | 不變 |
| Romano Brothers and Company | 5,930 | $22.7 萬 | 0.03% | +20.0% | 加碼 |
| Sigma Planning Corp | 5,936 | $22.8 萬 | 0.01% | −269−4.3% | 減碼 |
| Phoenix Holdings Ltd. | 6,059 | $23.2 萬 | 0.00% | −392−6.1% | 減碼 |
| Wesbanco Bank Inc | 6,171 | $23.7 萬 | 0.01% | +6,171 | 新進 |
| LaSalle St. Investment Advisors, LLC | 6,240 | $23.9 萬 | 0.04% | +12+0.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 6,250 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,250 | $24.0 萬 | 0.05% | 00.0% | 不變 |
| PTM Wealth Management, LLC | 6,443 | $24.3 萬 | 0.14% | +56+0.9% | 加碼 |
| MAI Capital Management | 6,493 | $24.9 萬 | 0.00% | +175+2.8% | 加碼 |
| S Harris Financial Group, LLC | 6,586 | $25.3 萬 | 0.24% | +6,586 | 新進 |
| Ascent Group, LLC | 6,586 | $25.3 萬 | 0.01% | −7−0.1% | 減碼 |
| Intrua Financial, LLC | 6,631 | $25.4 萬 | 0.03% | −348−5.0% | 減碼 |
| Vident Advisory, LLC | 6,657 | $25.5 萬 | 0.00% | +1,085+19.5% | 加碼 |
| Kennedy Investment Group | 6,691 | $25.7 萬 | 0.10% | −84−1.2% | 減碼 |
| Providence Wealth Advisors, LLC | 6,835 | $25.8 萬 | 0.16% | 00.0% | 不變 |
| STRS Ohio | 6,718 | $25.8 萬 | 0.00% | +12+0.2% | 加碼 |
| Northstar Asset Management LLC | 6,750 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 6,763 | $25.9 萬 | 0.01% | +6,763 | 新進 |
| Advisors Capital Management, LLC | 6,819 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,919 | $26.5 萬 | 0.00% | +15+0.2% | 加碼 |
| We Are One Seven, LLC | 6,935 | $26.6 萬 | 0.01% | +143+2.1% | 加碼 |
| Cozad Asset Management Inc | 7,000 | $26.9 萬 | 0.02% | +1,000+16.7% | 加碼 |
| RTD Financial Advisors, Inc. | 7,103 | $27.2 萬 | 0.03% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,127 | $27.3 萬 | 0.00% | +7+0.1% | 加碼 |
| Cetera Trust Company, N.A | 7,235 | $27.8 萬 | 0.15% | +315+4.6% | 加碼 |
| Qsemble Capital Management, LP | 7,250 | $27.8 萬 | 0.02% | +7,250 | 新進 |
| Gryphon Financial Partners LLC | 7,253 | $27.8 萬 | 0.03% | +7,253 | 新進 |
| Assetmark, Inc | 7,313 | $28.1 萬 | 0.00% | −146−2.0% | 減碼 |
| Birch Hill Investment Advisors LLC | 7,484 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 7,537 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,544 | $28.9 萬 | 0.00% | +7,544 | 新進 |
| Tompkins Financial Corp | 7,567 | $29.0 萬 | 0.02% | +1,682+28.6% | 加碼 |
| Flagship Capital Management Inc. | 7,595 | $29.1 萬 | 0.21% | +7,595 | 新進 |
| Catalyst Funds Management Pty Ltd | 7,600 | $29.2 萬 | 0.07% | +7,600 | 新進 |
| Pallas Capital Advisors LLC | 7,708 | $29.6 萬 | 0.01% | −138−1.8% | 減碼 |
| O'Brien Greene & Co. Inc | 7,714 | $29.6 萬 | 0.09% | −400−4.9% | 減碼 |
| Greenleaf Trust | 7,772 | $29.8 萬 | 0.00% | +1,432+22.6% | 加碼 |
| GSG Advisors LLC | 7,797 | $29.9 萬 | 0.08% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 7,813 | $30.0 萬 | 0.01% | −3,818−32.8% | 減碼 |
| Armstrong Advisory Group, Inc | 7,924 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $30.8 萬 | 0.10% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 8,066 | $30.9 萬 | 0.00% | +8,066 | 新進 |
| ELCO Management Co., LLC | 8,170 | $31.3 萬 | 0.20% | −3,132−27.7% | 減碼 |
| Merit Financial Group, LLC | 8,172 | $31.3 萬 | 0.00% | +776+10.5% | 加碼 |
| Apella Capital, LLC | 8,254 | $31.7 萬 | 0.01% | −92−1.1% | 減碼 |
| Glenview Trust Co | 8,274 | $31.7 萬 | 0.00% | −450−5.2% | 減碼 |
| Osmosis Investment Management UK Ltd | 8,313 | $31.9 萬 | 0.01% | +8,313 | 新進 |
| Rowland & Co Investment Counsel | 8,354 | $32.0 萬 | 0.06% | +9+0.1% | 加碼 |
| RSM US Wealth Management LLC | 8,370 | $32.2 萬 | 0.00% | −417−4.7% | 減碼 |
| HBK Sorce Advisory LLC | 8,604 | $32.2 萬 | 0.01% | +312+3.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,402 | $32.2 萬 | 0.01% | +1,088+14.9% | 加碼 |
| Oppenheimer & Co Inc | 8,503 | $32.6 萬 | 0.00% | −415−4.7% | 減碼 |
| Hantz Financial Services, Inc. | 8,599 | $33.0 萬 | 0.00% | −426−4.7% | 減碼 |
| Continuum Advisory, LLC | 8,716 | $33.4 萬 | 0.03% | +10.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 8,753 | $33.6 萬 | 0.02% | +7+0.1% | 加碼 |
| CX Institutional | 8,864 | $34.0 萬 | 0.01% | −5,598−38.7% | 減碼 |
| Banque Cantonale Vaudoise | 8,941 | $34.2 萬 | 0.01% | +8,672+3,223.8% | 加碼 |
| CWM Advisors, LLC | 8,959 | $34.4 萬 | 0.03% | −12,449−58.2% | 減碼 |
| RIA Advisory Group LLC | 8,962 | $34.4 萬 | 0.08% | +8,962 | 新進 |
| Signaturefd, LLC | 8,996 | $34.5 萬 | 0.01% | +365+4.2% | 加碼 |
| Modern Wealth Management, LLC | 9,025 | $34.6 萬 | 0.01% | +1,245+16.0% | 加碼 |
| Glen Eagle Advisors, LLC | 9,207 | $35.3 萬 | 0.05% | −81−0.9% | 減碼 |
| Vestcor Inc | 9,259 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 9,273 | $35.6 萬 | 0.00% | −27,443−74.7% | 減碼 |
| Omers Administration Corp | 9,312 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 9,327 | $35.8 萬 | 0.00% | −8,523−47.7% | 減碼 |
| Mendel Money Management | 9,340 | $35.8 萬 | 0.15% | −100−1.1% | 減碼 |
| CIBC World Markets Corp | 9,732 | $37.3 萬 | 0.00% | +9,732 | 新進 |
| North Dakota State Investment Board | 9,774 | $37.5 萬 | 0.01% | +9,774 | 新進 |
| Commerce Bank | 9,776 | $37.5 萬 | 0.00% | +112+1.2% | 加碼 |
| Seeds Investor LLC | 9,874 | $37.9 萬 | 0.07% | +4,238+75.2% | 加碼 |
| Chase Investment Counsel Corp | 10,061 | $38.5 萬 | 0.11% | +10,061 | 新進 |
| Institute for Wealth Management, LLC. | 10,062 | $38.6 萬 | 0.04% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 10,207 | $39.2 萬 | 0.01% | +1,661+19.4% | 加碼 |
| BKD Wealth Advisors, LLC | 10,453 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 10,467 | $40.2 萬 | 0.01% | +10,467 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,566 | $40.5 萬 | 0.00% | −113−1.1% | 減碼 |
| AE Wealth Management LLC | 10,598 | $40.7 萬 | 0.00% | −1,258−10.6% | 減碼 |
| United Capital Financial Advisers, LLC | 10,632 | $40.8 萬 | 0.00% | −76−0.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 10,690 | $41.0 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 10,767 | $41.3 萬 | 0.02% | +2,406+28.8% | 加碼 |
| Independent Advisor Alliance | 10,793 | $41.4 萬 | 0.01% | −176−1.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 10,807 | $41.5 萬 | 0.02% | +92+0.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,857 | $41.6 萬 | 0.03% | 00.0% | 不變 |
| Central Trust Co | 10,929 | $41.9 萬 | 0.01% | −6,940−38.8% | 減碼 |
| EagleClaw Capital Managment, LLC | 11,052 | $42.4 萬 | 0.06% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 11,074 | $42.5 萬 | 0.12% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 11,103 | $42.6 萬 | 0.08% | +19+0.2% | 加碼 |
| Sanctuary Advisors, LLC | 11,212 | $43.0 萬 | 0.00% | −4,461−28.5% | 減碼 |
| Quaker Wealth Management, LLC | 11,264 | $43.2 萬 | 0.14% | −504−4.3% | 減碼 |
| WealthTrust Axiom LLC | 11,420 | $43.8 萬 | 0.11% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 11,613 | $44.5 萬 | 0.01% | +803+7.4% | 加碼 |