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。
2026 年第 1 季 13F 持有人
Essential Utilities, Inc. 在 2026/3/31 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
- 698
- 較 2025 年第 4 季 +17 家
- 持有股數
- 2.17 億
- 較 2025 年第 4 季 +2,661 萬 (+14.0%)
- 總市值
- $87.2 億
- 較 2025 年第 4 季 +$14.3 億 (+19.7%)
- 新進機構
- 91
- 另有 220 家加碼
- 清倉機構
- 74
- 另有 250 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 5,159 | $20.8 萬 | 0.02% | +5,159 | 新進 |
| Univest Financial Corp | 5,179 | $20.9 萬 | 0.01% | +5,179 | 新進 |
| Ledgewood Wealth Advisors, LLC | 5,206 | $21.0 萬 | 0.12% | +5,206 | 新進 |
| Krilogy Financial LLC | 5,479 | $21.2 萬 | 0.01% | +5,479 | 新進 |
| Huntington National Bank | 5,291 | $21.3 萬 | 0.00% | −29−0.5% | 減碼 |
| Benjamin Edwards Inc | 5,302 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 5,312 | $21.4 萬 | 0.00% | −2,225−29.5% | 減碼 |
| Tower Wealth Partners, Inc. | 5,321 | $21.4 萬 | 0.12% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 5,350 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 5,416 | $21.8 萬 | 0.00% | −223−4.0% | 減碼 |
| Chicago Partners Investment Group LLC | 5,649 | $22.0 萬 | 0.00% | +5,649 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,540 | $22.3 萬 | 0.01% | +5,540 | 新進 |
| Coldstream Capital Management Inc | 5,543 | $22.3 萬 | 0.00% | +5,543 | 新進 |
| W.H. Cornerstone Investments Inc. | 5,571 | $22.4 萬 | 0.14% | +39+0.7% | 加碼 |
| Evergreen Capital Management LLC | 5,572 | $22.4 萬 | 0.00% | −295−5.0% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,578 | $22.5 萬 | 0.00% | +5,578 | 新進 |
| Kingswood Wealth Advisors, LLC | 5,585 | $22.5 萬 | 0.01% | −8−0.1% | 減碼 |
| Anchor Investment Management, LLC | 5,602 | $22.6 萬 | 0.02% | +35+0.6% | 加碼 |
| Sivia Capital Partners, LLC | 5,631 | $22.7 萬 | 0.04% | +5,631 | 新進 |
| TD Private Client Wealth LLC | 5,680 | $22.9 萬 | 0.00% | +354+6.6% | 加碼 |
| MONECO Advisors, LLC | 5,757 | $23.2 萬 | 0.02% | +275+5.0% | 加碼 |
| Centiva Capital, LP | 5,794 | $23.3 萬 | 0.01% | +5,794 | 新進 |
| Tred Avon Family Wealth, LLC | 5,803 | $23.4 萬 | 0.08% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 5,870 | $23.6 萬 | 0.01% | +5+0.1% | 加碼 |
| Nations Financial Group Inc, | 5,870 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 5,930 | $23.9 萬 | 0.16% | 00.0% | 不變 |
| Greenleaf Trust | 6,007 | $24.2 萬 | 0.00% | −1,765−22.7% | 減碼 |
| Syon Capital LLC | 6,015 | $24.2 萬 | 0.01% | +613+11.3% | 加碼 |
| Intrua Financial, LLC | 6,058 | $24.4 萬 | 0.03% | −573−8.6% | 減碼 |
| MML Investors Services, LLC | 6,094 | $24.5 萬 | 0.00% | −825−11.9% | 減碼 |
| Laird Norton Trust Company, LLC | 6,100 | $24.6 萬 | 0.01% | −663−9.8% | 減碼 |
| Evolve Private Wealth, LLC | 6,194 | $24.9 萬 | 0.01% | +6,194 | 新進 |
| Nicolet Bankshares Inc | 6,250 | $25.2 萬 | 0.01% | +6,250 | 新進 |
| Fulcrum Capital LLC | 6,250 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| Sigma Planning Corp | 6,251 | $25.2 萬 | 0.01% | +315+5.3% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 6,253 | $25.2 萬 | 0.04% | +13+0.2% | 加碼 |
| Harbour Investments, Inc. | 6,308 | $25.4 萬 | 0.00% | +3,452+120.9% | 加碼 |
| Ascent Group, LLC | 6,436 | $25.9 萬 | 0.01% | −150−2.3% | 減碼 |
| Northstar Asset Management LLC | 6,500 | $26.2 萬 | 0.06% | −250−3.7% | 減碼 |
| CSS LLC | 6,501 | $26.2 萬 | 0.01% | −6,499−50.0% | 減碼 |
| Brighton Jones LLC | 6,530 | $26.3 萬 | 0.01% | +6,530 | 新進 |
| S Harris Financial Group, LLC | 6,586 | $26.5 萬 | 0.24% | 00.0% | 不變 |
| PTM Wealth Management, LLC | 6,498 | $26.6 萬 | 0.14% | +55+0.9% | 加碼 |
| Romano Brothers and Company | 6,641 | $26.7 萬 | 0.03% | +711+12.0% | 加碼 |
| STRS Ohio | 6,708 | $27.0 萬 | 0.00% | −10−0.1% | 減碼 |
| Kennedy Investment Group | 6,715 | $27.0 萬 | 0.11% | +24+0.4% | 加碼 |
| We Are One Seven, LLC | 6,721 | $27.1 萬 | 0.01% | −214−3.1% | 減碼 |
| Providence Wealth Advisors, LLC | 6,835 | $27.8 萬 | 0.18% | 00.0% | 不變 |
| Assetmark, Inc | 6,920 | $27.9 萬 | 0.00% | −393−5.4% | 減碼 |
| Vident Advisory, LLC | 6,954 | $28.0 萬 | 0.00% | +297+4.5% | 加碼 |
| Cozad Asset Management Inc | 7,000 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 7,033 | $28.3 萬 | 0.01% | +1,731+32.6% | 加碼 |
| RTD Financial Advisors, Inc. | 7,103 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 7,134 | $28.7 萬 | 0.00% | +7+0.1% | 加碼 |
| Advisors Capital Management, LLC | 7,194 | $29.0 萬 | 0.00% | +375+5.5% | 加碼 |
| Cetera Trust Company, N.A | 7,235 | $29.1 萬 | 0.16% | 00.0% | 不變 |
| MAI Capital Management | 7,466 | $30.1 萬 | 0.00% | +973+15.0% | 加碼 |
| Birch Hill Investment Advisors LLC | 7,484 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Tompkins Financial Corp | 7,567 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 7,572 | $30.5 萬 | 0.07% | +7,572 | 新進 |
| Flagship Capital Management Inc. | 7,595 | $30.6 萬 | 0.22% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 7,683 | $30.9 萬 | 0.00% | −687−8.2% | 減碼 |
| O'Brien Greene & Co. Inc | 7,714 | $31.1 萬 | 0.09% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 7,751 | $31.2 萬 | 0.02% | −173−2.2% | 減碼 |
| GSG Advisors LLC | 7,809 | $31.4 萬 | 0.08% | +12+0.2% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,978 | $32.1 萬 | 0.11% | −57−0.7% | 減碼 |
| KBC Group NV | 8,119 | $32.7 萬 | 0.00% | −9,435−53.7% | 減碼 |
| Apella Capital, LLC | 8,395 | $32.7 萬 | 0.00% | +141+1.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,153 | $32.8 萬 | 0.01% | +340+4.4% | 加碼 |
| Commerce Bank | 8,192 | $33.0 萬 | 0.00% | −1,584−16.2% | 減碼 |
| North Dakota State Investment Board | 8,199 | $33.0 萬 | 0.01% | −1,575−16.1% | 減碼 |
| Glenview Trust Co | 8,292 | $33.4 萬 | 0.01% | +18+0.2% | 加碼 |
| Signaturefd, LLC | 8,333 | $33.6 萬 | 0.01% | −663−7.4% | 減碼 |
| Rowland & Co Investment Counsel | 8,363 | $33.7 萬 | 0.07% | +9+0.1% | 加碼 |
| Financial Services Advisory Inc | 8,370 | $33.7 萬 | 0.16% | +8,370 | 新進 |
| Oppenheimer & Co Inc | 8,486 | $34.2 萬 | 0.00% | −17−0.2% | 減碼 |
| RIA Advisory Group LLC | 8,595 | $34.6 萬 | 0.08% | −367−4.1% | 減碼 |
| Pallas Capital Advisors LLC | 8,690 | $35.0 萬 | 0.01% | +982+12.7% | 加碼 |
| Continuum Advisory, LLC | 8,723 | $35.1 萬 | 0.03% | +7+0.1% | 加碼 |
| CX Institutional | 8,764 | $35.3 萬 | 0.01% | −100−1.1% | 減碼 |
| EP Wealth Advisors, LLC | 9,016 | $36.3 萬 | 0.00% | +950+11.8% | 加碼 |
| Glen Eagle Advisors, LLC | 9,107 | $36.7 萬 | 0.05% | −100−1.1% | 減碼 |
| Modern Wealth Management, LLC | 9,039 | $36.7 萬 | 0.01% | +14+0.2% | 加碼 |
| Keybank National Association | 9,159 | $36.9 萬 | 0.00% | −2,772−23.2% | 減碼 |
| Foundations Investment Advisors, LLC | 9,286 | $37.4 萬 | 0.00% | −41−0.4% | 減碼 |
| Mendel Money Management | 9,340 | $37.6 萬 | 0.16% | 00.0% | 不變 |
| Central Trust Co | 9,464 | $38.1 萬 | 0.01% | −1,465−13.4% | 減碼 |
| First Affirmative Financial Network | 9,577 | $38.6 萬 | 0.15% | +9,577 | 新進 |
| Sterling Capital Management LLC | 9,583 | $38.6 萬 | 0.01% | −7,043−42.4% | 減碼 |
| Omers Administration Corp | 9,685 | $39.0 萬 | 0.00% | +373+4.0% | 加碼 |
| Institute for Wealth Management, LLC. | 9,972 | $40.2 萬 | 0.04% | −90−0.9% | 減碼 |
| Community Bank, N.A. | 10,083 | $40.6 萬 | 0.05% | −15,385−60.4% | 減碼 |
| TD Waterhouse Canada Inc. | 10,052 | $40.8 萬 | 0.00% | +8,403+509.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 10,238 | $41.2 萬 | 0.01% | +31+0.3% | 加碼 |
| Seeds Investor LLC | 10,614 | $41.9 萬 | 0.06% | +740+7.5% | 加碼 |
| Sanctuary Advisors, LLC | 10,429 | $42.0 萬 | 0.00% | −783−7.0% | 減碼 |
| BKD Wealth Advisors, LLC | 10,453 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 10,523 | $42.3 萬 | 0.11% | +462+4.6% | 加碼 |
| GAMMA Investing LLC | 10,521 | $42.4 萬 | 0.02% | −246−2.3% | 減碼 |
| Ridgewood Investments LLC | 10,666 | $43.0 萬 | 0.18% | +10,666 | 新進 |