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Essential Utilities (WTRG) Institutional Ownership

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$40.71 0.00 (0.00%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$40.70 -0.01 (-0.01%)
As of 05/2/2025 07:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for Essential Utilities (NYSE:WTRG)

Current
Institutional Ownership
Percentage
74.78%
Number of
Institutional Buyers
(last 12 months)
346
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$504.36M
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WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Cullen Frost Bankers Inc.30,372$1.20M0.0%-11.1%0.011%
5/2/2025 Victory Capital Management Inc.49,475$1.96M0.0%-1.6%0.018%
5/2/2025 Bridgewater Advisors Inc.53,796$2.19M0.2%+13.7%0.020%
5/2/2025 Whittier Trust Co. of Nevada Inc.15,031$594K0.0%+4.3%0.005%
5/2/2025 Signaturefd LLC7,626$301K0.0%-13.5%0.003%
5/1/2025 Aurora Investment Counsel69,414$2.74M1.5%N/A0.025%
5/1/2025 ELCO Management Co. LLC14,670$580K0.3%+27.0%0.005%
5/1/2025 CWM LLC11,747$464K0.0%-14.3%0.004%
5/1/2025 Louisiana State Employees Retirement System70,800$2.80M0.1%+1.0%0.026%
5/1/2025 New York State Common Retirement Fund563,272$22.27M0.0%+3.7%0.204%
5/1/2025 Mutual of America Capital Management LLC130,030$5.14M0.1%-2.6%0.047%
5/1/2025 Kathmere Capital Management LLC12,031$476K0.0%-2.2%0.004%
5/1/2025 Fortem Financial Group LLC5,329$211K0.1%N/A0.002%
4/30/2025 State of Michigan Retirement System67,871$2.68M0.0%+0.9%0.025%
4/30/2025 Bernardo Wealth Planning LLC11,330$448K0.1%+8.4%0.004%
4/30/2025 Cerity Partners LLC32,576$1.29M0.0%-9.5%0.012%
4/30/2025 Alps Advisors Inc.76,820$3.04M0.0%+7.8%0.028%
4/30/2025 Allworth Financial LP188,769$7.62M0.0%+0.8%0.069%
4/30/2025 POM Investment Strategies LLC1,843$73K0.1%N/A0.001%
4/30/2025 Alpine Woods Capital Investors LLC63,369$2.51M0.6%+2.0%0.023%
4/30/2025 Nisa Investment Advisors LLC57,120$2.26M0.0%+13.9%0.021%
4/30/2025 Axxcess Wealth Management LLC21,607$854K0.0%-7.3%0.008%
4/30/2025 Arcadia Investment Management Corp MI63,152$2.50M0.5%+0.7%0.023%
4/30/2025 Principal Securities Inc.2,471$90K0.0%+17.4%0.001%
4/30/2025 First National Bank & Trust Co. of Newtown109,974$4.35M0.9%+1.5%0.040%
4/30/2025 Greenleaf Trust6,734$266K0.0%-5.2%0.002%
4/30/2025 DekaBank Deutsche Girozentrale354,731$13.69M0.0%+0.3%0.129%
4/30/2025 M&T Bank Corp39,208$1.55M0.0%-3.3%0.014%
4/30/2025 Brown Advisory Inc.103,073$4.07M0.0%-1.6%0.037%
4/29/2025 Envestnet Asset Management Inc.107,240$4.24M0.0%+3.9%0.039%
4/29/2025 Penserra Capital Management LLC9,961$393K0.0%N/A0.004%
4/29/2025 HM Payson & Co.115,963$4.58M0.1%+0.3%0.042%
4/29/2025 Bank of New York Mellon Corp2,672,007$105.62M0.0%-2.2%0.970%
4/29/2025 IFM Investors Pty Ltd93,296$3.60M0.0%+3.9%0.034%
4/29/2025 Aurora Private Wealth Inc.13,298$526K0.1%N/A0.005%
4/28/2025 D.A. Davidson & CO.15,034$594K0.0%+8.5%0.005%
4/28/2025 Principal Financial Group Inc.706,302$27.92M0.0%-2.6%0.256%
4/28/2025 Tandem Investment Advisors Inc.2,045,060$80.84M2.8%+0.9%0.742%
4/28/2025 Teacher Retirement System of Texas38,132$1.51M0.0%N/A0.014%
4/28/2025 Private Trust Co. NA4,968$196K0.0%-6.6%0.002%
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4/28/2025 BLB&B Advisors LLC56,813$2.25M0.1%-4.7%0.021%
4/28/2025 Ledgewood Wealth Advisors LLC5,206$206K0.1%N/A0.002%
4/28/2025 Vontobel Holding Ltd.101,026$3.99M0.0%-3.1%0.037%
4/25/2025 WASHINGTON TRUST Co1,250$49K0.0%-57.3%0.000%
4/25/2025 Valley National Advisers Inc.850$33K0.0%N/A0.000%
4/25/2025 New York State Teachers Retirement System251,591$9.95M0.0%-11.3%0.091%
4/25/2025 Amalgamated Bank115,832$4.58M0.0%-4.0%0.042%
4/25/2025 Citizens National Bank Trust Department1,250$49K0.0%-41.9%0.000%
4/25/2025 KBC Group NV23,059$912K0.0%+3.6%0.008%
4/25/2025 Sumitomo Mitsui Trust Group Inc.536,718$21.22M0.0%+5.9%0.195%
4/24/2025 Mirae Asset Global Investments Co. Ltd.5,477$215K0.0%-5.5%0.002%
4/23/2025 Robeco Institutional Asset Management B.V.44,897$1.78M0.0%-20.6%0.016%
4/23/2025 Alpine Bank Wealth Management2,082$82K0.0%N/A0.001%
4/23/2025 Bessemer Group Inc.707$28K0.0%-54.8%0.000%
4/23/2025 Aurora Private Wealth Inc.13,298$526K0.0%N/A0.005%
4/23/2025 Asset Management One Co. Ltd.105,125$4.16M0.0%+15.6%0.038%
4/23/2025 Blossom Wealth Management17,615$696K1.4%+11.1%0.006%
4/23/2025 Oppenheimer & Co. Inc.9,775$386K0.0%+14.2%0.004%
4/23/2025 Continuum Advisory LLC17,320$685K0.1%-33.5%0.006%
4/22/2025 Cambridge Investment Research Advisors Inc.92,272$3.65M0.0%+13.1%0.033%
4/22/2025 Synergy Asset Management LLC128,722$5.09M0.6%-13.0%0.047%
4/22/2025 Bernardo Wealth Planning LLC11,330$448K0.1%+8.4%0.004%
4/22/2025 Covea Finance34,500$1.36M0.1%N/A0.013%
4/21/2025 Spirit of America Management Corp NY23,600$933K0.2%+9.8%0.009%
4/21/2025 Retirement Systems of Alabama351,596$13.90M0.1%+0.1%0.128%
4/21/2025 Boston Trust Walden Corp2,476,811$97.91M0.7%+16.5%0.899%
4/21/2025 Friedenthal Financial23,702$937K0.6%+3,518.6%0.009%
4/21/2025 Community Bank N.A.23,928$946K0.1%+1.3%0.009%
4/21/2025 State of Alaska Department of Revenue29,611$1.17M0.0%+2.8%0.011%
4/21/2025 Kingswood Wealth Advisors LLC9,219$365K0.0%-20.7%0.003%
4/18/2025 Birch Hill Investment Advisors LLC7,484$296K0.0%-4.6%0.003%
4/18/2025 CENTRAL TRUST Co26,251$1.04M0.0%+5.6%0.010%
4/18/2025 Bfsg LLC1,453$57K0.0%+22.1%0.001%
4/17/2025 QRG Capital Management Inc.14,627$578K0.0%+16.9%0.005%
4/17/2025 Sowell Financial Services LLC5,247$207K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC121,343$4.80M0.0%-5.0%0.044%
4/17/2025 Mn Services Vermogensbeheer B.V.92,300$3.65M0.0%-9.9%0.033%
4/17/2025 Brighton Jones LLC18,129$717K0.0%+3.2%0.007%
4/17/2025 Exchange Traded Concepts LLC63,449$2.51M0.0%-3.5%0.023%
4/16/2025 Hennessy Advisors Inc.167,800$6.63M0.2%-4.4%0.061%
4/16/2025 Byrne Asset Management LLC1,902$75K0.1%+1,485.0%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC59,946$2.37M0.0%-5.8%0.022%
4/16/2025 Stock Yards Bank & Trust Co.5,205$206K0.0%N/A0.002%
4/16/2025 Pullen Investment Management LLC12,287$486K0.3%+21.1%0.004%
4/16/2025 Stanley Laman Group Ltd.5,128$203K0.0%N/A0.002%
4/16/2025 Folger Nolan Fleming Douglas Capital Management Inc.200,356$7.92M0.9%-0.8%0.073%
4/16/2025 Bar Harbor Wealth Management5,322$210K0.0%N/A0.002%
4/15/2025 Fifth Third Bancorp2,598$103K0.0%-31.1%0.001%
4/15/2025 Rowlandmiller & PARTNERS.ADV13,617$538K0.1%-1.8%0.005%
4/15/2025 CX Institutional1,062$42K0.0%N/A0.000%
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4/15/2025 Assenagon Asset Management S.A.96,463$3.81M0.0%-21.3%0.035%
4/15/2025 SG Americas Securities LLC253,737$10.03M0.0%N/A0.092%
4/15/2025 GAMMA Investing LLC3,352$133K0.0%-32.2%0.001%
4/15/2025 Wealthcare Advisory Partners LLC25,255$998K0.0%+8.0%0.009%
4/14/2025 Yousif Capital Management LLC89,756$3.55M0.0%-1.4%0.033%
4/14/2025 Farther Finance Advisors LLC3,248$128K0.0%+220.3%0.001%
4/14/2025 Toth Financial Advisory Corp92,735$3.67M0.4%+6.9%0.034%
4/14/2025 UMB Bank n.a.2,612$103K0.0%+465.4%0.001%
4/14/2025 Clean Yield Group12,729$503K0.2%-4.1%0.005%
4/11/2025 First Affirmative Financial Network9,414$372K0.2%-5.8%0.003%
(Data available from 1/1/2016 forward)

WTRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTRG shares?

During the previous two years, 642 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.09B), State Street Corp ($480.82M), Nordea Investment Management AB ($247.13M), Amundi ($244.60M), Pictet Asset Management Holding SA ($244.30M), and Pictet Asset Management SA ($237.11M).Learn more on WTRG's institutional investors.

What percentage of Essential Utilities stock is owned by institutional investors?

74.78% of Essential Utilities stock is owned by institutional investors. Learn more on WTRG's institutional investor holdings.

Which institutional investors have been buying Essential Utilities stock?

Of the 513 institutional investors that purchased Essential Utilities stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($10.49M), Norges Bank ($5.43M), Nordea Investment Management AB ($4.38M), Vanguard Group Inc. ($3.17M), Pathway Financial Advisers LLC ($2.48M), Boston Trust Walden Corp ($2.47M), and Pictet Asset Management Holding SA ($1.60M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 63,348,841 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 394 institutional investors that sold Essential Utilities stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Impax Asset Management Group plc ($4.31M), Cohen & Steers Inc. ($1.81M), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), Amundi ($1.03M), Bank of Montreal Can ($1.01M), and Franklin Resources Inc. ($940.89K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 28,741,792 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NYSE:WTRG) was last updated on 5/3/2025 by MarketBeat.com Staff
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