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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 23,372 | $89.7 萬 | 0.07% | +23,372 | 新進 |
| Kingdom Financial Group LLC. | 23,269 | $89.3 萬 | 0.28% | +23,269 | 新進 |
| Hamrick Investment Counsel, llc | 23,066 | $88.5 萬 | 0.66% | +23,066 | 新進 |
| New York Life Investment Management LLC | 22,985 | $88.2 萬 | 0.01% | −3,998−14.8% | 減碼 |
| Haverford Trust Co | 22,091 | $84.7 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 21,770 | $83.5 萬 | 0.01% | −3,719−14.6% | 減碼 |
| CenterBook Partners LP | 21,503 | $82.5 萬 | 0.04% | −24,532−53.3% | 減碼 |
| Aspire Private Capital, LLC | 21,176 | $81.2 萬 | 0.18% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 21,068 | $80.8 萬 | 0.01% | +30.0% | 加碼 |
| Holos Integrated Wealth LLC | 20,455 | $79.1 萬 | 0.44% | 00.0% | 不變 |
| Securian Asset Management, Inc | 20,549 | $78.8 萬 | 0.03% | −456−2.2% | 減碼 |
| Koss-Olinger Consulting, LLC | 20,543 | $78.8 萬 | 0.06% | −6,243−23.3% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 20,359 | $78.1 萬 | 0.11% | −1,825−8.2% | 減碼 |
| CIBC Asset Management Inc | 20,246 | $77.7 萬 | 0.00% | +3,600+21.6% | 加碼 |
| Occudo Quantitative Strategies LP | 20,142 | $77.3 萬 | 0.05% | +20,142 | 新進 |
| Blair William & Co | 20,066 | $77.0 萬 | 0.00% | −1,999−9.1% | 減碼 |
| Summit Financial, LLC | 20,016 | $76.8 萬 | 0.01% | +40+0.2% | 加碼 |
| Fiduciary Trust Co | 19,964 | $76.6 萬 | 0.01% | −176−0.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 19,952 | $76.5 萬 | 0.00% | −1,170−5.5% | 減碼 |
| QRG Capital Management, Inc. | 19,841 | $76.1 萬 | 0.01% | +1,173+6.3% | 加碼 |
| Aristotle Capital Boston, LLC | 19,733 | $75.7 萬 | 0.04% | −922−4.5% | 減碼 |
| Polymer Capital Management (US) LLC | 19,645 | $75.4 萬 | 0.10% | +19,645 | 新進 |
| Federated Hermes, Inc. | 19,415 | $74.5 萬 | 0.00% | −1,843−8.7% | 減碼 |
| Wealthspire Advisors, LLC | 19,405 | $74.4 萬 | 0.01% | +2,599+15.5% | 加碼 |
| Investment Management Corp of Ontario | 19,055 | $73.1 萬 | 0.01% | +5,818+44.0% | 加碼 |
| Costello Asset Management, INC | 19,054 | $73.1 萬 | 0.24% | −79,049−80.6% | 減碼 |
| Mariner, LLC | 19,012 | $73.0 萬 | 0.00% | −57,877−75.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $72.8 萬 | 0.05% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 18,711 | $71.8 萬 | 0.41% | −4,250−18.5% | 減碼 |
| Brevan Howard Capital Management LP | 18,703 | $71.7 萬 | 0.01% | −27,656−59.7% | 減碼 |
| Siemens Fonds Invest GmbH | 18,617 | $71.6 萬 | 0.04% | +14,725+378.3% | 加碼 |
| AMF Pensionsforsakring AB | 18,594 | $71.3 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 18,538 | $71.1 萬 | 0.00% | −34,012−64.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 18,299 | $70.2 萬 | 0.01% | +201+1.1% | 加碼 |
| Allstate Corp | 18,136 | $69.6 萬 | 0.01% | +8,671+91.6% | 加碼 |
| Dakota Wealth Management | 17,848 | $68.5 萬 | 0.01% | +17,848 | 新進 |
| Rothschild Investment LLC | 17,692 | $67.9 萬 | 0.04% | −807−4.4% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 17,596 | $67.5 萬 | 0.03% | +2,075+13.4% | 加碼 |
| KBC Group NV | 17,554 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 17,269 | $66.3 萬 | 0.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 17,162 | $65.8 萬 | 0.02% | −113−0.7% | 減碼 |
| NorthStar Asset Management LLC | 17,117 | $65.7 萬 | 0.30% | +17,117 | 新進 |
| Schnieders Capital Management, LLC. | 17,071 | $65.5 萬 | 0.10% | +17,071 | 新進 |
| Harvest Management LLC | 17,000 | $65.2 萬 | 0.24% | +17,000 | 新進 |
| Sterling Capital Management LLC | 16,626 | $63.8 萬 | 0.01% | −713−4.1% | 減碼 |
| Everett Harris & Co | 16,000 | $61.4 萬 | 0.01% | +1,000+6.7% | 加碼 |
| Everence Capital Management Inc | 15,970 | $61.3 萬 | 0.04% | 00.0% | 不變 |
| Blossom Wealth Management | 15,874 | $60.9 萬 | 1.01% | −1,886−10.6% | 減碼 |
| Farther Finance Advisors, LLC | 15,740 | $60.4 萬 | 0.01% | +4,351+38.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 15,556 | $59.7 萬 | 0.01% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 15,463 | $59.3 萬 | 0.31% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 15,311 | $58.7 萬 | 0.03% | +1,553+11.3% | 加碼 |
| Chesapeake Capital Corp | 15,204 | $58.3 萬 | 0.49% | 00.0% | 不變 |
| D.A. Davidson & Co. | 15,194 | $58.3 萬 | 0.00% | +425+2.9% | 加碼 |
| HB Wealth Management, LLC | 15,098 | $57.9 萬 | 0.00% | +977+6.9% | 加碼 |
| First Pacific Financial | 14,940 | $57.3 萬 | 0.07% | −710−4.5% | 減碼 |
| Oakmont Investment Advisors, Inc. | 14,916 | $57.2 萬 | 0.42% | +14,916 | 新進 |
| Nomura Holdings Inc | 14,898 | $57.1 萬 | 0.00% | +1,602+12.0% | 加碼 |
| Kathmere Capital Management, LLC | 14,532 | $55.7 萬 | 0.04% | +4,032+38.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 14,518 | $55.7 萬 | 0.02% | +4,876+50.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 14,370 | $55.3 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 14,413 | $55.3 萬 | 0.28% | 00.0% | 不變 |
| Truist Financial Corp | 14,325 | $54.9 萬 | 0.00% | −8,363−36.9% | 減碼 |
| US Bancorp | 14,237 | $54.6 萬 | 0.00% | +159+1.1% | 加碼 |
| Intech Investment Management LLC | 14,224 | $54.6 萬 | 0.00% | −32,110−69.3% | 減碼 |
| Ingalls & Snyder LLC | 14,210 | $54.5 萬 | 0.02% | −1,681−10.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 13,898 | $53.3 萬 | 0.01% | +13,898 | 新進 |
| Rockefeller Capital Management L.P. | 13,896 | $53.3 萬 | 0.00% | +2,873+26.1% | 加碼 |
| Peoples Bank | 13,803 | $52.9 萬 | 0.53% | −200−1.4% | 減碼 |
| Red Door Wealth Management, LLC | 13,537 | $51.9 萬 | 0.05% | +14+0.1% | 加碼 |
| Janus Henderson Group PLC | 13,466 | $51.6 萬 | 0.00% | +5,000+59.1% | 加碼 |
| Whalen Wealth Management Inc. | 13,385 | $51.3 萬 | 0.28% | +6,122+84.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 13,354 | $51.2 萬 | 0.00% | +250+1.9% | 加碼 |
| Metis Global Partners, LLC | 13,289 | $51.0 萬 | 0.01% | −319−2.3% | 減碼 |
| First Citizens Bank & Trust Co | 13,266 | $50.9 萬 | 0.01% | +230+1.8% | 加碼 |
| Jump Financial, LLC | 13,027 | $50.0 萬 | 0.01% | +13,027 | 新進 |
| CSS LLC | 13,000 | $49.9 萬 | 0.03% | +13,000 | 新進 |
| Alan B. Lancz & Associates, Inc. | 12,784 | $49.0 萬 | 0.43% | 00.0% | 不變 |
| Clean Yield Group | 12,729 | $48.8 萬 | 0.14% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 12,661 | $48.6 萬 | 0.02% | 00.0% | 不變 |
| Schroder Investment Management Group | 12,509 | $48.1 萬 | 0.00% | +3,830+44.1% | 加碼 |
| denkapparat Operations GmbH | 12,528 | $48.1 萬 | 0.26% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 12,457 | $47.9 萬 | 0.01% | −3,973−24.2% | 減碼 |
| CAPROCK Group, Inc. | 12,342 | $47.3 萬 | 0.01% | +12,342 | 新進 |
| Pinebridge Investments LLC | 12,319 | $47.3 萬 | 0.00% | +12,319 | 新進 |
| Summit Trail Advisors, LLC | 12,302 | $47.2 萬 | 0.01% | −3,230−20.8% | 減碼 |
| Ieq Capital, LLC | 12,186 | $46.7 萬 | 0.00% | −63,881−84.0% | 減碼 |
| Mitchell Sinkler & Starr | 12,037 | $46.2 萬 | 0.21% | −787−6.1% | 減碼 |
| Rakuten Investment Management, Inc. | 11,881 | $46.0 萬 | 0.00% | +332+2.9% | 加碼 |
| Keybank National Association | 11,931 | $45.8 萬 | 0.00% | −270−2.2% | 減碼 |
| Royal London Asset Management Ltd | 11,785 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| Pullen Investment Management, LLC | 11,761 | $45.1 萬 | 0.24% | −231−1.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 11,743 | $45.0 萬 | 0.00% | −3,680−23.9% | 減碼 |
| Farmers Trust Co | 11,739 | $45.0 萬 | 0.07% | +246+2.1% | 加碼 |
| Skopos Labs, Inc. | 11,604 | $44.9 萬 | 0.02% | +11,604 | 新進 |
| Atomi Financial Group, Inc. | 11,613 | $44.5 萬 | 0.01% | +803+7.4% | 加碼 |
| WealthTrust Axiom LLC | 11,420 | $43.8 萬 | 0.11% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 11,264 | $43.2 萬 | 0.14% | −504−4.3% | 減碼 |
| Sanctuary Advisors, LLC | 11,212 | $43.0 萬 | 0.00% | −4,461−28.5% | 減碼 |
| Bernardo Wealth Planning LLC | 11,103 | $42.6 萬 | 0.08% | +19+0.2% | 加碼 |