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 2 季 13F 持有人
Essential Utilities, Inc. 在 2026/6/30 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
- 702
- 較 2026 年第 1 季 +13 家
- 持有股數
- 2.24 億
- 較 2026 年第 1 季 +737.5 萬 (+3.4%)
- 總市值
- $85.8 億
- 較 2026 年第 1 季 −$1.37 億 (−1.6%)
- 新進機構
- 79
- 另有 258 家加碼
- 清倉機構
- 66
- 另有 238 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 23,330 | $89.4 萬 | 0.01% | +12,520+115.8% | 加碼 |
| Gsa Capital Partners LLP | 23,277 | $89.2 萬 | 0.06% | −18,156−43.8% | 減碼 |
| BFSG, LLC | 22,752 | $87.2 萬 | 0.08% | +18,946+497.8% | 加碼 |
| Key Financial Inc | 21,643 | $82.9 萬 | 0.14% | −3,566−14.1% | 減碼 |
| Securian Asset Management, Inc | 20,884 | $82.9 萬 | 0.03% | +26+0.1% | 加碼 |
| Ethic Inc. | 21,478 | $82.3 萬 | 0.01% | −1,035−4.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 21,187 | $81.2 萬 | 0.01% | −3,491−14.1% | 減碼 |
| Aspire Private Capital, LLC | 21,176 | $81.1 萬 | 0.17% | 00.0% | 不變 |
| Ridgewood Investments LLC | 20,920 | $80.1 萬 | 0.30% | +10,254+96.1% | 加碼 |
| Holos Integrated Wealth LLC | 20,455 | $79.9 萬 | 0.37% | 00.0% | 不變 |
| Merit Financial Group, LLC | 20,829 | $79.8 萬 | 0.00% | +6,980+50.4% | 加碼 |
| Sanctuary Advisors, LLC | 20,454 | $78.4 萬 | 0.00% | +10,025+96.1% | 加碼 |
| Perigon Wealth Management, LLC | 20,325 | $77.9 萬 | 0.01% | −5,430−21.1% | 減碼 |
| Two Sigma Investments, LP | 20,318 | $77.8 萬 | 0.00% | +20,318 | 新進 |
| Summit Financial, LLC | 20,297 | $77.8 萬 | 0.01% | +270+1.3% | 加碼 |
| IFM Investors Pty Ltd | 20,249 | $77.6 萬 | 0.01% | +200+1.0% | 加碼 |
| Summit Trail Advisors, LLC | 20,040 | $76.8 萬 | 0.01% | +1,243+6.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 19,851 | $76.0 萬 | 0.01% | −274,403−93.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 19,583 | $75.0 萬 | 0.00% | +1,715+9.6% | 加碼 |
| Schnieders Capital Management, LLC. | 19,321 | $74.0 萬 | 0.10% | 00.0% | 不變 |
| Cullen Capital Management LLC | 19,014 | $72.8 萬 | 0.01% | −7,888−29.3% | 減碼 |
| Lido Advisors, LLC | 18,996 | $72.8 萬 | 0.00% | +356+1.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $72.7 萬 | 0.05% | 00.0% | 不變 |
| Kiker Wealth Management, LLC | 18,685 | $71.6 萬 | 0.28% | +740+4.1% | 加碼 |
| Fiduciary Trust Co | 18,630 | $71.4 萬 | 0.01% | −1,268−6.4% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 18,554 | $71.1 萬 | 0.09% | −1,805−8.9% | 減碼 |
| HSBC Holdings PLC | 18,307 | $70.8 萬 | 0.00% | +1,217+7.1% | 加碼 |
| Willow Creek Capital Management, Inc. | 18,417 | $70.6 萬 | 0.69% | +18,417 | 新進 |
| Chesapeake Capital Corp | 18,273 | $70.0 萬 | 0.38% | +3,069+20.2% | 加碼 |
| Agp Franklin, LLC | 18,246 | $69.9 萬 | 0.30% | −15,603−46.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 18,229 | $69.8 萬 | 0.01% | 00.0% | 不變 |
| Federated Hermes, Inc. | 18,224 | $69.8 萬 | 0.00% | −1,141−5.9% | 減碼 |
| Integrated Wealth Concepts LLC | 17,862 | $68.4 萬 | 0.00% | +4,391+32.6% | 加碼 |
| Truist Financial Corp | 17,695 | $67.8 萬 | 0.00% | +3,218+22.2% | 加碼 |
| Costello Asset Management, INC | 17,644 | $67.6 萬 | 0.20% | −1,326−7.0% | 減碼 |
| Eurizon Capital SGR S.p.A. | 17,096 | $65.5 萬 | 0.00% | −354,434−95.4% | 減碼 |
| Haverford Trust Co | 17,036 | $65.3 萬 | 0.01% | −2,478−12.7% | 減碼 |
| DnB Asset Management AS | 17,003 | $65.1 萬 | 0.00% | −1,559−8.4% | 減碼 |
| Everett Harris & Co | 17,000 | $65.1 萬 | 0.01% | +1,000+6.3% | 加碼 |
| Belpointe Asset Management LLC | 16,857 | $64.6 萬 | 0.02% | −489−2.8% | 減碼 |
| Smithfield Trust Co | 16,524 | $63.4 萬 | 0.03% | −745−4.3% | 減碼 |
| Farther Finance Advisors, LLC | 16,440 | $63.0 萬 | 0.00% | −2,292−12.2% | 減碼 |
| Virtue Capital Management, LLC | 16,422 | $62.9 萬 | 0.08% | −2,733−14.3% | 減碼 |
| Two Sigma Securities, LLC | 16,350 | $62.6 萬 | 0.05% | +16,350 | 新進 |
| Prudential Financial Inc | 16,222 | $62.1 萬 | 0.00% | −745−4.4% | 減碼 |
| Wealthspire Advisors, LLC | 16,131 | $61.8 萬 | 0.00% | −356−2.2% | 減碼 |
| United Capital Financial Advisers, LLC | 16,033 | $61.4 萬 | 0.00% | −8,498−34.6% | 減碼 |
| Versor Investments LP | 15,762 | $60.4 萬 | 1.27% | +3,349+27.0% | 加碼 |
| Loudon Investment Management, LLC | 15,463 | $59.2 萬 | 0.29% | 00.0% | 不變 |
| Everence Capital Management Inc | 15,343 | $58.8 萬 | 0.03% | −1,489−8.8% | 減碼 |
| Rockefeller Capital Management L.P. | 15,274 | $58.5 萬 | 0.00% | +1,149+8.1% | 加碼 |
| MAI Capital Management | 14,831 | $56.8 萬 | 0.00% | +7,365+98.6% | 加碼 |
| Holocene Advisors, LP | 14,539 | $55.7 萬 | 0.00% | 00.0% | 不變 |
| Blossom Wealth Management | 14,521 | $55.6 萬 | 0.78% | −548−3.6% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $55.2 萬 | 0.15% | 00.0% | 不變 |
| Aristotle Capital Boston, LLC | 14,388 | $55.1 萬 | 0.04% | −4,852−25.2% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 14,259 | $54.6 萬 | 0.02% | +1,012+7.6% | 加碼 |
| Ingalls & Snyder LLC | 14,022 | $53.7 萬 | 0.01% | −188−1.3% | 減碼 |
| First Citizens Bank & Trust Co | 13,957 | $53.5 萬 | 0.01% | +432+3.2% | 加碼 |
| Jump Financial, LLC | 13,835 | $53.0 萬 | 0.00% | +13,835 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 13,801 | $52.9 萬 | 0.00% | +170+1.2% | 加碼 |
| Equitable Holdings, Inc. | 13,779 | $52.8 萬 | 0.00% | −737−5.1% | 減碼 |
| Nomura Holdings Inc | 13,659 | $52.3 萬 | 0.00% | +2,035+17.5% | 加碼 |
| First Pacific Financial | 13,593 | $52.1 萬 | 0.06% | −1,100−7.5% | 減碼 |
| Red Door Wealth Management, LLC | 13,523 | $51.8 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 13,509 | $51.8 萬 | 0.00% | −677−4.8% | 減碼 |
| Meeder Advisory Services, Inc. | 13,487 | $51.7 萬 | 0.02% | −1,547−10.3% | 減碼 |
| Sivia Capital Partners, LLC | 13,461 | $51.6 萬 | 0.06% | +7,830+139.1% | 加碼 |
| Pullen Investment Management, LLC | 12,962 | $49.7 萬 | 0.23% | +581+4.7% | 加碼 |
| Peoples Bank | 12,952 | $49.6 萬 | 0.48% | −625−4.6% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 12,784 | $49.0 萬 | 0.43% | 00.0% | 不變 |
| Himension Fund | 12,371 | $47.4 萬 | 0.03% | +12,371 | 新進 |
| Compass Ion Advisors, LLC | 12,250 | $46.9 萬 | 0.04% | −7−0.1% | 減碼 |
| American Century Companies Inc | 12,222 | $46.8 萬 | 0.00% | −132,313−91.5% | 減碼 |
| Mitchell Sinkler & Starr | 12,177 | $46.7 萬 | 0.19% | +265+2.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 11,870 | $46.4 萬 | 0.01% | −2,500−17.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 12,000 | $46.0 萬 | 0.02% | +12,000 | 新進 |
| SummitTX Capital, L.P. | 11,744 | $45.0 萬 | 0.01% | +11,744 | 新進 |
| WealthTrust Axiom LLC | 11,607 | $44.5 萬 | 0.10% | +187+1.6% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,436 | $43.8 萬 | 0.24% | 00.0% | 不變 |
| Clean Yield Group | 11,379 | $43.6 萬 | 0.11% | −1,350−10.6% | 減碼 |
| Chase Investment Counsel Corp | 11,267 | $43.1 萬 | 0.09% | +744+7.1% | 加碼 |
| Readystate Asset Management LP | 11,212 | $43.0 萬 | 0.02% | +11,212 | 新進 |
| CIBC Asset Management Inc | 11,181 | $42.8 萬 | 0.00% | +310+2.9% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,074 | $42.4 萬 | 0.11% | +11,074 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 11,061 | $42.4 萬 | 0.00% | −163−1.5% | 減碼 |
| Quaker Wealth Management, LLC | 10,957 | $42.0 萬 | 0.12% | −6−0.1% | 減碼 |
| Independent Advisor Alliance | 10,956 | $42.0 萬 | 0.01% | +67+0.6% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,945 | $41.9 萬 | 0.03% | +10.0% | 加碼 |
| Bernardo Wealth Planning LLC | 10,796 | $41.4 萬 | 0.07% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 10,653 | $40.8 萬 | 0.01% | +200+1.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 10,633 | $40.7 萬 | 0.02% | −176−1.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 10,627 | $40.7 萬 | 0.05% | −425−3.8% | 減碼 |
| TD Waterhouse Canada Inc. | 10,473 | $39.8 萬 | 0.00% | +421+4.2% | 加碼 |
| Gateway Investment Advisers LLC | 10,363 | $39.7 萬 | 0.00% | −93,657−90.0% | 減碼 |
| Neo Ivy Capital Management | 10,363 | $39.7 萬 | 0.09% | +10,363 | 新進 |
| Atomi Financial Group, Inc. | 10,309 | $39.5 萬 | 0.01% | −877−7.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,272 | $39.4 萬 | 0.01% | +34+0.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 10,142 | $38.9 萬 | 0.01% | +10,142 | 新進 |
| Institute for Wealth Management, LLC. | 9,972 | $38.2 萬 | 0.03% | 00.0% | 不變 |