Free Trial

Essential Utilities (WTRG) Institutional Ownership

$37.02
+0.06 (+0.16%)
(As of 02:15 PM ET)

Institutional Ownership Changes (13F Filings) for Essential Utilities (NYSE:WTRG)

Current
Institutional Ownership
Percentage
74.78%
Number of
Institutional Buyers
(last 12 months)
306
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$399.56M
Get WTRG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Essential Utilities stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
6/4/2024 DekaBank Deutsche Girozentrale354,731$13.00M0.0%+0.7%0.130%
5/30/2024 Cambridge Trust Co.47,993$1.78M0.1%+1.6%0.018%
5/29/2024 Pathway Financial Advisers LLC27,868$1.03M0.4%N/A0.010%
5/24/2024 Cetera Advisors LLC14,101$522K0.0%N/A0.005%
5/24/2024 Cetera Investment Advisers48,750$1.81M0.0%+198.4%0.018%
5/21/2024Sanibel Captiva Trust Company Inc.6,491$240K0.0%+5.4%0.002%
5/17/2024 Zimmer Partners LP98,400$3.65M0.1%-78.8%0.036%
5/17/2024 Comerica Bank112,338$4.16M0.0%-4.9%0.041%
5/16/2024 California State Teachers Retirement System610,667$22.63M0.0%+11.8%0.223%
5/16/2024 Janus Henderson Group PLC10,264$380K0.0%-62.4%0.004%
5/16/2024 Kennedy Capital Management LLC80,749$2.99M0.1%+5.9%0.030%
5/15/2024 Ascent Group LLC7,661$284K0.0%N/A0.003%
5/15/2024 Public Employees Retirement System of Ohio96,014$3.56M0.0%-7.3%0.035%
5/15/2024 Energy Income Partners LLC726,500$26.92M0.6%N/A0.266%
5/15/2024 Price T Rowe Associates Inc. MD139,534$5.17M0.0%+12.1%0.051%
5/15/2024 Epoch Investment Partners Inc.1,249,134$46.28M0.2%N/A0.457%
5/15/2024 Truvestments Capital LLC1,075$40K0.0%-50.4%0.000%
5/15/2024 Gabelli Funds LLC559,950$20.75M0.2%+11.6%0.205%
5/14/2024 Advisors Asset Management Inc.24,319$901K0.0%-2.3%0.009%
5/14/2024 EP Wealth Advisors LLC8,575$318K0.0%+39.5%0.003%
5/14/2024 Delap Wealth Advisory LLC5,462$202K0.1%N/A0.002%
5/14/2024 EntryPoint Capital LLC2,336$87K0.1%N/A0.001%
5/14/2024 Natixis Investment Managers International4,033$149K0.0%-38.2%0.001%
5/14/2024 Natixis359,945$13.34M0.1%-23.5%0.132%
5/14/2024 CANADA LIFE ASSURANCE Co359,539$13.33M0.0%-54.3%0.131%
5/14/2024 American International Group Inc.332,823$12.33M0.0%-1.9%0.122%
5/13/2024 Delta Asset Management LLC TN960$36K0.0%-23.8%0.000%
5/13/2024 UniSuper Management Pty Ltd3,700$137K0.0%+105.6%0.001%
5/13/2024 O Shaughnessy Asset Management LLC37,254$1.38M0.0%+289.8%0.014%
5/13/2024 Ameritas Investment Partners Inc.95,677$3.55M0.1%+2.8%0.035%
5/11/2024 Jacobi Capital Management LLC63,569$2.36M0.2%+2.4%0.023%
5/10/2024 TIAA Trust National Association8,269$306K0.0%-23.7%0.003%
5/10/2024 Vanguard Group Inc.27,909,921$1.03B0.0%-0.3%10.204%
5/10/2024 Intech Investment Management LLC17,932$664K0.0%+28.8%0.007%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp375,768$13.85M0.0%-19.9%0.137%
5/10/2024 Lindenwold Advisors INC7,622$282K0.2%N/A0.003%
5/9/2024 Trillium Asset Management LLC65,523$2.43M0.1%+8.7%0.024%
5/9/2024 HBK Sorce Advisory LLC8,064$299K0.0%-7.7%0.003%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.152,120$5.64M0.0%+24.7%0.056%
5/9/2024 Texas Yale Capital Corp.76,493$2.83M0.1%+0.7%0.028%
Time is Running Out - June 25th Deadline Approaching! (Ad)

If you missed out on crypto, this could be your second chance. The AI “wealth window” is opening now, but you must get in now. Don’t delay.

See all the details you need here.
5/9/2024 State Board of Administration of Florida Retirement System275,405$10.20M0.0%+2.6%0.101%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.306,588$11.36M0.0%+231.2%0.112%
5/8/2024 Bleakley Financial Group LLC11,844$439K0.0%N/A0.004%
5/8/2024 ProShare Advisors LLC859,854$31.86M0.1%-6.4%0.314%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS503,328$18.65M0.1%+9.7%0.184%
5/8/2024 Avantax Advisory Services Inc.116,437$4.31M0.0%+6.3%0.043%
5/8/2024 US Bancorp DE16,315$604K0.0%-22.7%0.006%
5/8/2024 Addison Capital Co33,308$1.23M0.6%+7.3%0.012%
5/8/2024 Russell Investments Group Ltd.64,910$2.40M0.0%-17.4%0.024%
5/8/2024 QRG Capital Management Inc.12,016$445K0.0%+13.3%0.004%
5/7/2024 Meeder Advisory Services Inc.6,506$241K0.0%+5.5%0.002%
5/7/2024 Choate Investment Advisors7,804$289K0.0%+28.4%0.003%
5/7/2024 Sei Investments Co.87,939$3.26M0.0%-48.2%0.032%
5/7/2024 Atomi Financial Group Inc.10,496$389K0.0%N/A0.004%
5/7/2024Susquehanna Fundamental Investments LLC159,863$5.92M0.3%N/A0.058%
5/7/2024 Horizon Investment Services LLC7,855$291K0.1%+18.4%0.003%
5/7/2024 Smithfield Trust Co17,769$659K0.0%+2.9%0.006%
5/7/2024 Bernardo Wealth Planning LLC20,560$762K0.2%-1.4%0.008%
5/7/2024 Swiss National Bank777,600$28.81M0.0%-0.7%0.284%
5/7/2024 Forsta AP Fonden62,400$2.31M0.0%+22.1%0.023%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.15,000$556K0.3%N/A0.005%
5/7/2024 Oppenheimer & Co. Inc.7,297$270K0.0%+13.9%0.003%
5/7/2024 SG Americas Securities LLC5,372$199K0.0%-72.9%0.002%
5/6/2024 Manchester Capital Management LLC9,313$345K0.0%+98.3%0.003%
5/6/2024 TFG Advisers LLC36,531$1.35M0.5%-9.5%0.013%
5/6/2024 Texas Permanent School Fund Corp220,054$8.15M0.1%+1.4%0.080%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S18,341$680K0.0%+126.8%0.007%
5/3/2024 Whittier Trust Co. of Nevada Inc.14,414$534K0.0%-4.1%0.005%
5/2/2024 Diversified LLC10,821$401K0.1%-7.2%0.004%
5/2/2024 Mutual of America Capital Management LLC149,813$5.55M0.1%-3.4%0.055%
5/2/2024 Daiwa Securities Group Inc.22,208$823K0.0%-6.3%0.008%
5/2/2024 Nordea Investment Management AB3,425,350$126.16M0.1%+17,553.7%1.252%
5/2/2024 Mendel Money Management8,930$331K0.2%-202.1%0.003%
5/2/2024 Tokio Marine Asset Management Co. Ltd.10,196$378K0.0%+21.7%0.004%
5/2/2024 Pullen Investment Management LLC6,573$244K0.2%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC140,782$5.22M0.0%+2.8%0.051%
5/1/2024 Mirae Asset Global Investments Co. Ltd.19,334$782K0.0%+24.8%0.007%
5/1/2024 Bridgewater Advisors Inc.47,070$1.74M0.3%+16.7%0.017%
5/1/2024 Sequoia Financial Advisors LLC8,524$316K0.0%+38.0%0.003%
4/30/2024 Private Advisor Group LLC108,854$4.03M0.0%-1.9%0.040%
4/30/2024 J.W. Cole Advisors Inc.21,421$791K0.0%+5.7%0.008%
4/30/2024 Hartline Investment Corp5,535$205K0.0%N/A0.002%
4/30/2024 Retirement Systems of Alabama359,840$13.33M0.1%+0.3%0.132%
4/30/2024 Norden Group LLC5,635$209K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp62,437$2.31M0.0%+2.6%0.023%
4/30/2024 Mitchell Sinkler & Starr PA18,702$693K0.2%-52.1%0.007%
4/30/2024 Arkadios Wealth Advisors24,429$905K0.1%-3.1%0.009%
4/30/2024 Tandem Investment Advisors Inc.2,010,380$74.49M2.9%+7.7%0.735%
4/30/2024 Caprock Group LLC8,115$301K0.0%+7.8%0.003%
4/30/2024 Stock Yards Bank & Trust Co.11,542$428K0.0%-12.7%0.004%
Like Investing in Big Tech in the Early 2000s? (Ad)

More than a decade after the first Bitcoin was mined, people are finally realizing something very important... Cryptocurrencies are about more than just creating digital money.

Let me tell you all about them here.
4/30/2024 Allspring Global Investments Holdings LLC4,064$151K0.0%-24.6%0.001%
4/29/2024Commonwealth Equity Services LLC268,251$9.94M0.0%+5.4%0.098%
4/29/2024 Greenleaf Trust7,449$276K0.0%+18.4%0.003%
4/29/2024 Principal Financial Group Inc.1,120,066$41.50M0.0%+3.1%0.410%
4/29/2024 Mn Services Vermogensbeheer B.V.105,000$3.89M0.0%-8.6%0.038%
4/29/2024 First National Bank & Trust Co. of Newtown121,604$4.50M0.9%-1.3%0.044%
4/26/2024 Securian Asset Management Inc.20,677$766K0.0%-2.5%0.008%
4/26/2024 BLB&B Advisors LLC76,107$2.82M0.2%-7.3%0.028%
4/26/2024 Yousif Capital Management LLC116,032$4.30M0.0%-0.9%0.042%
4/26/2024 YHB Investment Advisors Inc.12,496$463K0.0%-75.4%0.005%
(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, 618 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.03B), State Street Corp ($568.48M), Amundi ($289.32M), Pictet Asset Management SA ($237.11M), Geode Capital Management LLC ($143.42M), and Invesco Ltd. ($140.43M).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 509 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), Nordea Investment Management AB ($3.42M), Norges Bank ($2.60M), AEGON ASSET MANAGEMENT UK Plc ($2.13M), Vanguard Group Inc. ($1.56M), Empower Advisory Group LLC ($1.25M), and Epoch Investment Partners Inc. ($1.25M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 52,916,409 shares in the last 24 months. This purchase volume represents approximately $2.15B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 371 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 ($4.55M), Cohen & Steers Inc. ($1.81M), Macquarie Group Ltd. ($1.11M), Jennison Associates LLC ($1.02M), Bank of Montreal Can ($942.01K), Franklin Resources Inc. ($940.89K), and Zimmer Partners LP ($795.02K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 24,811,349 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


This page (NYSE:WTRG) was last updated on 6/13/2024 by MarketBeat.com Staff

From Our Partners