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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 25,000 | $95.9 萬 | 0.02% | +25,000 | 新進 |
| Cullen Capital Management LLC | 25,201 | $96.7 萬 | 0.01% | −1,503−5.6% | 減碼 |
| Community Bank, N.A. | 25,468 | $97.7 萬 | 0.12% | −500−1.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 25,767 | $98.8 萬 | 0.01% | −606−2.3% | 減碼 |
| Blackhill Capital Inc | 26,041 | $99.9 萬 | 0.05% | 00.0% | 不變 |
| Keebeck Alpha, LP | 26,056 | $100.0 萬 | 2.66% | +26,056 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $100.4 萬 | 0.01% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 26,163 | $100.4 萬 | 0.12% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 26,210 | $100.5 萬 | 0.03% | +8,027+44.1% | 加碼 |
| apricus wealth, LLC | 26,262 | $100.7 萬 | 0.51% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 26,408 | $101.3 萬 | 0.00% | −183−0.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 26,517 | $101.7 萬 | 0.02% | +437+1.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 26,545 | $101.8 萬 | 0.00% | −370,252−93.3% | 減碼 |
| Voya Investment Management LLC | 26,707 | $102.4 萬 | 0.00% | −656−2.4% | 減碼 |
| Sterling Investment Advisors, Ltd. | 26,908 | $103.2 萬 | 0.19% | +1,100+4.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 27,062 | $103.8 萬 | 0.05% | +40.0% | 加碼 |
| Lee Financial Co | 27,221 | $104.4 萬 | 0.14% | −3,283−10.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 27,263 | $104.6 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 38,387 | $106.5 萬 | 0.03% | −2,510−6.1% | 減碼 |
| State of Alaska, Department of Revenue | 28,045 | $107.5 萬 | 0.01% | −1,880−6.3% | 減碼 |
| Credit Agricole S A | 29,952 | $114.9 萬 | 0.00% | −5,926−16.5% | 減碼 |
| Moors & Cabot, Inc. | 30,005 | $115.1 萬 | 0.05% | +438+1.5% | 加碼 |
| Captrust Financial Advisors | 30,051 | $115.3 萬 | 0.00% | −293−1.0% | 減碼 |
| Kestra Advisory Services, LLC | 30,140 | $115.6 萬 | 0.00% | +2,812+10.3% | 加碼 |
| Bank of Nova Scotia | 30,518 | $117.1 萬 | 0.00% | +5,155+20.3% | 加碼 |
| Addison Capital Co | 30,623 | $117.5 萬 | 0.29% | −1,867−5.7% | 減碼 |
| Vise Technologies, Inc. | 30,966 | $118.8 萬 | 0.02% | +3,752+13.8% | 加碼 |
| Colony Group, LLC | 31,582 | $121.7 萬 | 0.00% | +6,087+23.9% | 加碼 |
| Pathway Financial Advisers, LLC | 31,919 | $122.4 萬 | 0.35% | −599−1.8% | 減碼 |
| Philadelphia Trust Co | 32,464 | $124.5 萬 | 0.09% | +5,000+18.2% | 加碼 |
| Christine Messmer PC | 32,494 | $124.6 萬 | 0.81% | +32,494 | 新進 |
| Neuberger Berman Group LLC | 33,569 | $128.8 萬 | 0.00% | −932−2.7% | 減碼 |
| Pacer Advisors, Inc. | 33,844 | $129.8 萬 | 0.00% | −14,113−29.4% | 減碼 |
| Atria Investments LLC | 34,106 | $130.8 萬 | 0.01% | −3,524−9.4% | 減碼 |
| Kennedy Capital Management, Inc. | 34,112 | $130.9 萬 | 0.03% | −29,921−46.7% | 減碼 |
| OP Asset Management Ltd | 34,203 | $131.2 萬 | 0.02% | +3,017+9.7% | 加碼 |
| Spirit of America Management Corp | 34,350 | $131.8 萬 | 0.28% | +1,750+5.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 34,524 | $132.4 萬 | 0.03% | +1,897+5.8% | 加碼 |
| Investors Research Corp | 34,650 | $132.9 萬 | 0.24% | −700−2.0% | 減碼 |
| GWM Advisors LLC | 35,629 | $136.7 萬 | 0.00% | +47+0.1% | 加碼 |
| Nissay Asset Management Corp | 35,842 | $137.5 萬 | 0.01% | +549+1.6% | 加碼 |
| Pathstone Holdings, LLC | 36,269 | $139.1 萬 | 0.01% | −640−1.7% | 減碼 |
| Capital Innovations LLC | 36,596 | $140.4 萬 | 0.40% | +36,596 | 新進 |
| Steward Partners Investment Advisory, LLC | 36,610 | $140.4 萬 | 0.01% | −4,680−11.3% | 減碼 |
| Water Island Capital LLC | 36,646 | $140.6 萬 | 0.17% | +36,646 | 新進 |
| Raiffeisen Bank International AG | 36,912 | $141.9 萬 | 0.02% | −6,233−14.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 37,199 | $142.7 萬 | 0.01% | +1,863+5.3% | 加碼 |
| Versor Investments LP | 37,291 | $143.0 萬 | 0.22% | +37,291 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 37,345 | $143.2 萬 | 0.93% | +37,345 | 新進 |
| Clear Harbor Asset Management, LLC | 37,559 | $144.1 萬 | 0.10% | −2,020−5.1% | 減碼 |
| CWM, LLC | 38,421 | $147.4 萬 | 0.00% | −1,731−4.3% | 減碼 |
| Agp Franklin, LLC | 38,787 | $148.8 萬 | 0.70% | −70−0.2% | 減碼 |
| Toroso Investments, LLC | 39,439 | $151.3 萬 | 0.01% | +23,103+141.4% | 加碼 |
| Radnor Capital Management, LLC | 40,060 | $153.7 萬 | 0.23% | −960−2.3% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 40,061 | $153.7 萬 | 1.61% | −5,025−11.1% | 減碼 |
| JustInvest LLC | 41,777 | $160.3 萬 | 0.02% | −517−1.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 42,119 | $161.6 萬 | 0.00% | +2,978+7.6% | 加碼 |
| Victory Capital Management Inc | 42,133 | $161.6 萬 | 0.00% | +274+0.7% | 加碼 |
| Xponance, Inc. | 42,314 | $162.3 萬 | 0.01% | −5,315−11.2% | 減碼 |
| Generali Asset Management SPA SGR | 42,421 | $162.7 萬 | 0.03% | +3,603+9.3% | 加碼 |
| M&T Bank Corp | 43,617 | $167.3 萬 | 0.01% | −5,684−11.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 44,460 | $170.6 萬 | 0.01% | +6,733+17.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $172.6 萬 | 0.01% | +45,000 | 新進 |
| Jefferies Financial Group Inc. | 45,400 | $174.2 萬 | 0.01% | +9,848+27.7% | 加碼 |
| Heartland Advisors Inc | 45,483 | $174.5 萬 | 0.09% | −322,179−87.6% | 減碼 |
| CI Private Wealth, LLC | 45,517 | $174.7 萬 | 0.00% | +4,351+10.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 46,008 | $176.5 萬 | 0.00% | +46,008 | 新進 |
| Utah Retirement Systems | 46,226 | $177.3 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 47,676 | $182.9 萬 | 0.04% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 49,668 | $190.5 萬 | 0.01% | +9,347+23.2% | 加碼 |
| Secure Asset Management, LLC | 50,284 | $192.9 萬 | 0.30% | +1,437+2.9% | 加碼 |
| Nisa Investment Advisors, LLC | 50,545 | $193.9 萬 | 0.01% | +3,321+7.0% | 加碼 |
| BLB&B Advisors, LLC | 52,976 | $203.2 萬 | 0.08% | −1,539−2.8% | 減碼 |
| SG Americas Securities, LLC | 53,037 | $203.4 萬 | 0.00% | −17,941−25.3% | 減碼 |
| Advisor Group Holdings, Inc. | 53,084 | $203.7 萬 | 0.00% | +3,179+6.4% | 加碼 |
| New Mexico Educational Retirement Board | 53,400 | $204.8 萬 | 0.06% | 00.0% | 不變 |
| Cerity Partners LLC | 53,628 | $205.7 萬 | 0.00% | −3,256−5.7% | 減碼 |
| Bridgewater Advisors Inc. | 54,604 | $209.3 萬 | 0.14% | −43−0.1% | 減碼 |
| Mercer Global Advisors Inc | 54,880 | $210.5 萬 | 0.00% | +3,845+7.5% | 加碼 |
| Inspire Advisors, LLC | 55,575 | $213.2 萬 | 0.20% | +27,741+99.7% | 加碼 |
| Advisors Asset Management, Inc. | 55,619 | $213.4 萬 | 0.04% | +17,956+47.7% | 加碼 |
| Benedict Financial Advisors Inc | 55,930 | $214.5 萬 | 0.45% | −3,299−5.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 56,188 | $215.5 萬 | 0.03% | −262−0.5% | 減碼 |
| Exchange Traded Concepts, LLC | 56,593 | $217.1 萬 | 0.02% | −3,082−5.2% | 減碼 |
| Warren Averett Asset Management, LLC | 57,406 | $220.2 萬 | 0.02% | +1,945+3.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 58,487 | $224.4 萬 | 0.02% | +58,487 | 新進 |
| Kempen Capital Management N.V. | 59,550 | $228.4 萬 | 0.02% | +14,562+32.4% | 加碼 |
| Bryn Mawr Trust Co | 62,956 | $241.5 萬 | 0.06% | +20,318+47.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 63,312 | $242.9 萬 | 0.03% | +797+1.3% | 加碼 |
| Thrivent Financial for Lutherans | 64,241 | $246.4 萬 | 0.00% | −36,781−36.4% | 減碼 |
| Arcadia Investment Management Corp | 64,675 | $248.1 萬 | 0.40% | −1,575−2.4% | 減碼 |
| Marshall Wace, LLP | 64,981 | $249.3 萬 | 0.00% | +64,981 | 新進 |
| Private Advisor Group, LLC | 65,677 | $251.9 萬 | 0.01% | −9,269−12.4% | 減碼 |
| State of Michigan Retirement System | 66,871 | $256.5 萬 | 0.01% | −7,300−9.8% | 減碼 |
| DnB Asset Management AS | 67,180 | $257.7 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 68,210 | $261.7 萬 | 0.08% | −2,165−3.1% | 減碼 |
| Forsta Ap-Fonden | 68,300 | $262.0 萬 | 0.02% | −6,200−8.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 68,336 | $262.1 萬 | 0.02% | +68,336 | 新進 |
| Jacobi Capital Management LLC | 71,475 | $274.2 萬 | 0.16% | −1,082−1.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 72,428 | $277.8 萬 | 0.03% | +72,428 | 新進 |