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 |
|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 10,796 | $43.5 萬 | 0.09% | −307−2.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 10,809 | $43.5 萬 | 0.02% | +20.0% | 加碼 |
| Bleakley Financial Group, LLC | 10,810 | $43.5 萬 | 0.01% | +343+3.3% | 加碼 |
| CIBC Asset Management Inc | 10,871 | $43.8 萬 | 0.00% | −9,375−46.3% | 減碼 |
| Independent Advisor Alliance | 10,889 | $43.8 萬 | 0.00% | +96+0.9% | 加碼 |
| Hantz Financial Services, Inc. | 10,897 | $43.9 萬 | 0.01% | +2,298+26.7% | 加碼 |
| Farmers Trust Co | 10,912 | $43.9 萬 | 0.07% | −827−7.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,944 | $44.1 萬 | 0.03% | +87+0.8% | 加碼 |
| Quaker Wealth Management, LLC | 10,963 | $44.1 萬 | 0.14% | −301−2.7% | 減碼 |
| HBK Sorce Advisory LLC | 11,829 | $44.3 萬 | 0.01% | +3,225+37.5% | 加碼 |
| EagleClaw Capital Managment, LLC | 11,052 | $44.5 萬 | 0.06% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 11,186 | $45.0 萬 | 0.01% | −427−3.7% | 減碼 |
| Empowered Funds, LLC | 11,197 | $45.1 萬 | 0.00% | +11,197 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 11,224 | $45.2 萬 | 0.00% | −519−4.4% | 減碼 |
| WealthTrust Axiom LLC | 11,420 | $46.0 萬 | 0.11% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 11,436 | $46.1 萬 | 0.27% | −7,275−38.9% | 減碼 |
| Nomura Holdings Inc | 11,624 | $46.8 萬 | 0.00% | −3,274−22.0% | 減碼 |
| ELCO Management Co., LLC | 11,743 | $47.3 萬 | 0.23% | +3,573+43.7% | 加碼 |
| Raiffeisen Bank International AG | 11,585 | $47.6 萬 | 0.01% | −25,327−68.6% | 減碼 |
| Mitchell Sinkler & Starr | 11,912 | $48.0 萬 | 0.22% | −125−1.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,068 | $48.6 萬 | 0.01% | +3,666+43.6% | 加碼 |
| Korea Investment CORP | 12,119 | $48.8 萬 | 0.00% | −138,929−92.0% | 減碼 |
| Quantbot Technologies LP | 12,211 | $49.2 萬 | 0.02% | +12,211 | 新進 |
| Compass Ion Advisors, LLC | 12,257 | $49.4 萬 | 0.05% | +12,257 | 新進 |
| Pullen Investment Management, LLC | 12,381 | $49.9 萬 | 0.25% | +620+5.3% | 加碼 |
| Versor Investments LP | 12,413 | $50.0 萬 | 1.22% | −24,878−66.7% | 減碼 |
| Ieq Capital, LLC | 12,469 | $50.2 萬 | 0.00% | +283+2.3% | 加碼 |
| Clean Yield Group | 12,729 | $51.3 萬 | 0.14% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 12,784 | $51.5 萬 | 0.50% | 00.0% | 不變 |
| Schroder Investment Management Group | 12,903 | $53.0 萬 | 0.00% | +394+3.1% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 13,247 | $53.3 萬 | 0.02% | −4,349−24.7% | 減碼 |
| Integrated Wealth Concepts LLC | 13,471 | $54.2 萬 | 0.00% | +13,471 | 新進 |
| Red Door Wealth Management, LLC | 13,523 | $54.5 萬 | 0.06% | −14−0.1% | 減碼 |
| First Citizens Bank & Trust Co | 13,525 | $54.5 萬 | 0.01% | +259+2.0% | 加碼 |
| Dark Forest Capital Management LP | 13,552 | $54.6 萬 | 0.05% | +13,552 | 新進 |
| Peoples Bank | 13,577 | $54.7 萬 | 0.55% | −226−1.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,631 | $54.9 萬 | 0.00% | +277+2.1% | 加碼 |
| Merit Financial Group, LLC | 13,849 | $55.8 萬 | 0.00% | +5,677+69.5% | 加碼 |
| Machina Capital S.A.S. | 14,019 | $56.5 萬 | 0.11% | +14,019 | 新進 |
| Alpine Woods Capital Investors, LLC | 14,077 | $56.7 萬 | 0.14% | −68,856−83.0% | 減碼 |
| Rockefeller Capital Management L.P. | 14,125 | $56.9 萬 | 0.00% | +229+1.6% | 加碼 |
| First Business Financial Services, Inc. | 14,146 | $57.0 萬 | 0.05% | +14,146 | 新進 |
| US Bancorp | 14,186 | $57.1 萬 | 0.00% | −51−0.4% | 減碼 |
| Ingalls & Snyder LLC | 14,210 | $57.2 萬 | 0.02% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 14,299 | $57.6 萬 | 0.04% | −233−1.6% | 減碼 |
| D.A. Davidson & Co. | 14,328 | $57.7 萬 | 0.00% | −866−5.7% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $58.0 萬 | 0.21% | 00.0% | 不變 |
| Truist Financial Corp | 14,477 | $58.3 萬 | 0.00% | +152+1.1% | 加碼 |
| Equitable Holdings, Inc. | 14,516 | $58.5 萬 | 0.00% | +14,516 | 新進 |
| Holocene Advisors, LP | 14,539 | $58.5 萬 | 0.00% | −109,605−88.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 14,370 | $58.8 萬 | 0.01% | 00.0% | 不變 |
| First Pacific Financial | 14,693 | $59.2 萬 | 0.08% | −247−1.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,713 | $59.2 萬 | 0.02% | +195+1.3% | 加碼 |
| Siemens Fonds Invest GmbH | 14,725 | $59.3 萬 | 0.03% | −3,892−20.9% | 減碼 |
| Brevan Howard Capital Management LP | 14,832 | $59.7 萬 | 0.01% | −3,871−20.7% | 減碼 |
| Meeder Advisory Services, Inc. | 15,034 | $60.5 萬 | 0.03% | −277−1.8% | 減碼 |
| Blossom Wealth Management | 15,069 | $60.7 萬 | 0.90% | −805−5.1% | 減碼 |
| Chesapeake Capital Corp | 15,204 | $61.2 萬 | 0.44% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 15,463 | $62.3 萬 | 0.34% | 00.0% | 不變 |
| Everett Harris & Co | 16,000 | $64.4 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 16,487 | $66.4 萬 | 0.01% | −2,918−15.0% | 減碼 |
| Greenland Capital Management LP | 16,610 | $66.9 萬 | 0.13% | −431,757−96.3% | 減碼 |
| Everence Capital Management Inc | 16,832 | $67.8 萬 | 0.04% | +862+5.4% | 加碼 |
| Prudential Financial Inc | 16,967 | $68.3 萬 | 0.00% | −1,571−8.5% | 減碼 |
| HSBC Holdings PLC | 17,090 | $69.1 萬 | 0.00% | −75,738−81.6% | 減碼 |
| Smithfield Trust Co | 17,269 | $69.6 萬 | 0.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 17,346 | $69.9 萬 | 0.03% | +184+1.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,868 | $72.0 萬 | 0.00% | −24,251−57.6% | 減碼 |
| Kiker Wealth Management, LLC | 17,945 | $72.3 萬 | 0.35% | +17,945 | 新進 |
| HB Wealth Management, LLC | 18,204 | $73.3 萬 | 0.00% | +3,106+20.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 18,229 | $73.4 萬 | 0.01% | −70−0.4% | 減碼 |
| DnB Asset Management AS | 18,562 | $74.7 萬 | 0.00% | −48,618−72.4% | 減碼 |
| Skopos Labs, Inc. | 18,564 | $74.8 萬 | 0.02% | +6,960+60.0% | 加碼 |
| Lido Advisors, LLC | 18,640 | $75.1 萬 | 0.00% | −5,272−22.0% | 減碼 |
| Summit Trail Advisors, LLC | 18,797 | $75.7 萬 | 0.01% | +6,495+52.8% | 加碼 |
| Farther Finance Advisors, LLC | 18,732 | $76.1 萬 | 0.01% | +2,992+19.0% | 加碼 |
| Costello Asset Management, INC | 18,970 | $76.4 萬 | 0.26% | −84−0.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $76.4 萬 | 0.06% | 00.0% | 不變 |
| Aristotle Capital Boston, LLC | 19,240 | $77.4 萬 | 0.05% | −493−2.5% | 減碼 |
| Schnieders Capital Management, LLC. | 19,321 | $77.8 萬 | 0.12% | +2,250+13.2% | 加碼 |
| Federated Hermes, Inc. | 19,365 | $78.0 萬 | 0.00% | −50−0.3% | 減碼 |
| Virtue Capital Management, LLC | 19,155 | $78.3 萬 | 0.12% | +13,671+249.3% | 加碼 |
| Quadrant Capital Group LLC | 19,457 | $78.4 萬 | 0.02% | −6,753−25.8% | 減碼 |
| Haverford Trust Co | 19,514 | $78.6 萬 | 0.01% | −2,577−11.7% | 減碼 |
| Fiduciary Trust Co | 19,898 | $80.1 萬 | 0.01% | −66−0.3% | 減碼 |
| Koss-Olinger Consulting, LLC | 19,901 | $80.1 萬 | 0.07% | −642−3.1% | 減碼 |
| Rothschild Investment LLC | 19,915 | $80.2 萬 | 0.04% | +2,223+12.6% | 加碼 |
| Summit Financial, LLC | 20,027 | $80.6 萬 | 0.01% | +11+0.1% | 加碼 |
| IFM Investors Pty Ltd | 20,049 | $80.7 萬 | 0.01% | −53,437−72.7% | 減碼 |
| Aigen Investment Management, LP | 20,239 | $81.5 萬 | 0.21% | +20,239 | 新進 |
| Blue Bell Private Wealth Management, LLC | 20,359 | $82.0 萬 | 0.12% | 00.0% | 不變 |
| Blair William & Co | 20,477 | $82.5 萬 | 0.00% | +411+2.0% | 加碼 |
| Holos Integrated Wealth LLC | 20,455 | $82.8 萬 | 0.42% | 00.0% | 不變 |
| CWM Advisors, LLC | 20,673 | $83.2 萬 | 0.05% | +11,714+130.8% | 加碼 |
| Securian Asset Management, Inc | 20,858 | $84.0 萬 | 0.03% | +309+1.5% | 加碼 |
| Aspire Private Capital, LLC | 21,176 | $85.3 萬 | 0.19% | 00.0% | 不變 |
| Ethic Inc. | 22,513 | $90.7 萬 | 0.01% | +743+3.4% | 加碼 |
| QRG Capital Management, Inc. | 22,871 | $92.1 萬 | 0.01% | +3,030+15.3% | 加碼 |
| Kingdom Financial Group LLC. | 23,137 | $93.2 萬 | 0.27% | −132−0.6% | 減碼 |
| Lloyd Advisory Services, LLC. | 23,137 | $93.2 萬 | 0.27% | +23,137 | 新進 |