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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 23,864 | $96.1 萬 | 0.01% | −32,729−57.8% | 減碼 |
| Hamrick Investment Counsel, llc | 23,908 | $96.3 萬 | 0.53% | +842+3.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,252 | $97.7 萬 | 0.02% | −2,265−8.5% | 減碼 |
| United Capital Financial Advisers, LLC | 24,531 | $98.8 萬 | 0.01% | +13,899+130.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 24,583 | $99.0 萬 | 0.01% | +17,039+225.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 24,678 | $99.4 萬 | 0.01% | −1,089−4.2% | 減碼 |
| Rodgers Brothers Inc. | 24,813 | $99.9 萬 | 0.12% | −1,350−5.2% | 減碼 |
| Polar Asset Management Partners Inc. | 25,000 | $100.7 萬 | 0.02% | 00.0% | 不變 |
| Key Financial Inc | 25,209 | $101.5 萬 | 0.18% | +1,407+5.9% | 加碼 |
| Swiss Life Asset Management Ltd | 25,261 | $101.7 萬 | 0.01% | −69,356−73.3% | 減碼 |
| PW Nova Financial Services LLC | 25,365 | $102.1 萬 | 0.26% | +1,470+6.2% | 加碼 |
| Perigon Wealth Management, LLC | 25,755 | $103.7 萬 | 0.02% | +768+3.1% | 加碼 |
| Sterling Investment Advisors, Ltd. | 25,908 | $104.3 萬 | 0.19% | −1,000−3.7% | 減碼 |
| Blackhill Capital Inc | 26,041 | $104.9 萬 | 0.05% | 00.0% | 不變 |
| apricus wealth, LLC | 26,262 | $105.8 萬 | 0.52% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 26,545 | $106.9 萬 | 0.00% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 26,874 | $108.2 萬 | 0.05% | −188−0.7% | 減碼 |
| SG Americas Securities, LLC | 26,903 | $108.3 萬 | 0.00% | −26,134−49.3% | 減碼 |
| Cullen Capital Management LLC | 26,902 | $108.3 萬 | 0.01% | +1,701+6.7% | 加碼 |
| Lee Financial Co | 27,109 | $109.2 萬 | 0.15% | −112−0.4% | 減碼 |
| CIBC Bancorp USA Inc. | 27,825 | $112.1 萬 | 0.00% | +27,825 | 新進 |
| State of Alaska, Department of Revenue | 28,450 | $114.5 萬 | 0.01% | +405+1.4% | 加碼 |
| Vise Technologies, Inc. | 30,966 | $118.8 萬 | 0.02% | 00.0% | 不變 |
| Addison Capital Co | 29,978 | $120.7 萬 | 0.21% | −645−2.1% | 減碼 |
| Moors & Cabot, Inc. | 30,908 | $124.5 萬 | 0.05% | +903+3.0% | 加碼 |
| Pathway Financial Advisers, LLC | 31,449 | $126.6 萬 | 0.36% | −470−1.5% | 減碼 |
| Trium Capital LLP | 31,621 | $127.3 萬 | 0.92% | +31,621 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 31,776 | $128.0 萬 | 0.00% | −52,288−62.2% | 減碼 |
| Philadelphia Trust Co | 32,464 | $130.7 萬 | 0.09% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 33,602 | $135.3 萬 | 0.00% | −242−0.7% | 減碼 |
| Kennedy Capital Management, Inc. | 33,762 | $136.0 萬 | 0.03% | −350−1.0% | 減碼 |
| Agp Franklin, LLC | 33,849 | $136.3 萬 | 0.68% | −4,938−12.7% | 減碼 |
| Allstate Corp | 34,122 | $137.4 萬 | 0.01% | +15,986+88.1% | 加碼 |
| Spirit of America Management Corp | 34,350 | $138.3 萬 | 0.27% | 00.0% | 不變 |
| Investors Research Corp | 34,650 | $139.5 萬 | 0.27% | 00.0% | 不變 |
| Xponance, Inc. | 35,073 | $141.2 萬 | 0.01% | −7,241−17.1% | 減碼 |
| Atria Investments LLC | 35,198 | $141.7 萬 | 0.02% | +1,092+3.2% | 加碼 |
| Christine Messmer PC | 35,250 | $142.0 萬 | 0.91% | +2,756+8.5% | 加碼 |
| Pinebridge Investments LLC | 35,295 | $142.1 萬 | 0.01% | +22,976+186.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 35,402 | $142.6 萬 | 0.01% | −1,208−3.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 35,577 | $143.3 萬 | 0.01% | −1,622−4.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 35,736 | $143.9 萬 | 0.05% | −2,651−6.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 35,800 | $144.2 萬 | 0.24% | +28,200+371.1% | 加碼 |
| Neuberger Berman Group LLC | 35,986 | $144.9 萬 | 0.00% | +2,417+7.2% | 加碼 |
| Teacher Retirement System of Texas | 36,696 | $147.8 萬 | 0.01% | +27,423+295.7% | 加碼 |
| GWM Advisors LLC | 36,901 | $148.6 萬 | 0.01% | +1,272+3.6% | 加碼 |
| Pathstone Holdings, LLC | 37,171 | $149.7 萬 | 0.01% | +902+2.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 37,344 | $150.4 萬 | 0.10% | −215−0.6% | 減碼 |
| Kestra Advisory Services, LLC | 37,572 | $151.3 萬 | 0.01% | +7,432+24.7% | 加碼 |
| Keebeck Alpha, LP | 37,813 | $152.3 萬 | 4.64% | +11,757+45.1% | 加碼 |
| Prelude Capital Management, LLC | 38,108 | $153.5 萬 | 0.12% | +14,736+63.0% | 加碼 |
| Citadel Advisors LLC | 38,713 | $155.9 萬 | 0.00% | −1,370,447−97.3% | 減碼 |
| Captrust Financial Advisors | 39,009 | $157.1 萬 | 0.00% | +8,958+29.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 39,274 | $158.2 萬 | 0.01% | −5,186−11.7% | 減碼 |
| Radnor Capital Management, LLC | 40,060 | $161.3 萬 | 0.24% | 00.0% | 不變 |
| Colony Group, LLC | 40,331 | $162.4 萬 | 0.00% | +8,749+27.7% | 加碼 |
| M&T Bank Corp | 40,829 | $164.3 萬 | 0.01% | −2,788−6.4% | 減碼 |
| BLB&B Advisors, LLC | 41,228 | $166.0 萬 | 0.07% | −11,748−22.2% | 減碼 |
| JustInvest LLC | 41,368 | $166.6 萬 | 0.02% | −409−1.0% | 減碼 |
| Gsa Capital Partners LLP | 41,433 | $166.9 萬 | 0.10% | +41,433 | 新進 |
| CI Private Wealth, LLC | 41,571 | $167.2 萬 | 0.00% | −3,946−8.7% | 減碼 |
| CoreCommodity Management, LLC | 42,109 | $169.6 萬 | 0.32% | +42,109 | 新進 |
| Weaver C. Barksdale & Associates, Inc. | 42,466 | $170.9 萬 | 1.63% | +2,405+6.0% | 加碼 |
| Toroso Investments, LLC | 42,522 | $171.2 萬 | 0.01% | +3,083+7.8% | 加碼 |
| Shelton Capital Management | 42,676 | $171.9 萬 | 0.04% | −5,000−10.5% | 減碼 |
| Mangrove Partners | 42,999 | $173.2 萬 | 0.14% | +42,999 | 新進 |
| Nisa Investment Advisors, LLC | 43,334 | $174.5 萬 | 0.01% | −7,211−14.3% | 減碼 |
| Generali Asset Management SPA SGR | 44,735 | $180.1 萬 | 0.04% | +2,314+5.5% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $181.2 萬 | 0.01% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,031 | $181.3 萬 | 0.00% | −520,598−92.0% | 減碼 |
| Utah Retirement Systems | 45,469 | $183.1 萬 | 0.02% | −757−1.6% | 減碼 |
| Victory Capital Management Inc | 45,626 | $183.7 萬 | 0.00% | +3,493+8.3% | 加碼 |
| Advisor Group Holdings, Inc. | 45,727 | $184.2 萬 | 0.00% | −7,357−13.9% | 減碼 |
| Heartland Advisors Inc | 45,915 | $184.9 萬 | 0.09% | +432+0.9% | 加碼 |
| Marshall Wace, LLP | 46,700 | $188.1 萬 | 0.00% | −18,281−28.1% | 減碼 |
| CenterBook Partners LP | 47,362 | $190.7 萬 | 0.10% | +25,859+120.3% | 加碼 |
| Advisors Asset Management, Inc. | 49,261 | $198.4 萬 | 0.03% | −6,358−11.4% | 減碼 |
| Bridgewater Advisors Inc. | 54,481 | $202.2 萬 | 0.12% | −123−0.2% | 減碼 |
| CWM, LLC | 50,380 | $202.9 萬 | 0.01% | +11,959+31.1% | 加碼 |
| Bank of Nova Scotia | 50,590 | $203.7 萬 | 0.00% | +20,072+65.8% | 加碼 |
| Private Advisor Group, LLC | 52,547 | $211.6 萬 | 0.01% | −13,130−20.0% | 減碼 |
| Secure Asset Management, LLC | 53,138 | $214.0 萬 | 0.34% | +2,854+5.7% | 加碼 |
| Benedict Financial Advisors Inc | 53,223 | $214.3 萬 | 0.45% | −2,707−4.8% | 減碼 |
| Ostrum Asset Management | 56,607 | $228.0 萬 | 0.13% | −70,908−55.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 57,988 | $233.5 萬 | 0.03% | +1,800+3.2% | 加碼 |
| Warren Averett Asset Management, LLC | 58,269 | $234.6 萬 | 0.02% | +863+1.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 59,127 | $238.1 萬 | 0.02% | +640+1.1% | 加碼 |
| New Mexico Educational Retirement Board | 59,400 | $239.2 萬 | 0.07% | +6,000+11.2% | 加碼 |
| KLP Kapitalforvaltning AS | 62,300 | $250.9 萬 | 0.01% | −133,400−68.2% | 減碼 |
| Hussman Strategic Advisors, Inc. | 63,000 | $253.7 萬 | 0.55% | +63,000 | 新進 |
| Arcadia Investment Management Corp | 63,175 | $254.4 萬 | 0.44% | −1,500−2.3% | 減碼 |
| Econ Financial Services Corp | 63,358 | $255.1 萬 | 1.18% | +63,358 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 63,395 | $255.3 萬 | 0.04% | +83+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 64,277 | $258.8 萬 | 0.00% | +36+0.1% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 64,308 | $259.0 萬 | 0.03% | −8,120−11.2% | 減碼 |
| Mercer Global Advisors Inc | 64,996 | $261.7 萬 | 0.00% | +10,116+18.4% | 加碼 |
| Covea Finance | 65,500 | $263.8 萬 | 0.09% | −43,900−40.1% | 減碼 |
| Russell Investments Group, Ltd. | 66,144 | $266.6 萬 | 0.00% | −96,967−59.4% | 減碼 |
| Engineers Gate Manager LP | 68,016 | $273.9 萬 | 0.03% | +68,016 | 新進 |
| State of Michigan Retirement System | 68,071 | $274.1 萬 | 0.01% | +1,200+1.8% | 加碼 |