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Essential Utilities (WTRG) Institutional Ownership

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$35.07 -0.07 (-0.20%)
As of 01/17/2025 03:59 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)
296
Total
Institutional Inflows
(last 12 months)
$891.45M
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$322.43M
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WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Secure Asset Management LLC45,332$1.65M0.2%+12.2%0.017%
1/17/2025 Red Door Wealth Management LLC13,523$491K0.1%N/A0.005%
1/17/2025 Janney Montgomery Scott LLC127,707$4.64M0.0%-8.7%0.047%
1/17/2025 Bartlett & CO. Wealth Management LLC1,500$54K0.0%-40.7%0.001%
1/17/2025 Cetera Trust Company N.A6,325$230K0.1%+41.7%0.002%
1/17/2025 Nisa Investment Advisors LLC50,150$1.82M0.0%+3.1%0.018%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.4,000$145K0.1%-73.3%0.001%
1/17/2025 Atomi Financial Group Inc.8,973$326K0.0%-4.5%0.003%
1/17/2025 Clear Harbor Asset Management LLC38,819$1.41M0.1%-4.6%0.014%
1/16/2025 Crossmark Global Holdings Inc.17,844$648K0.0%-3.4%0.006%
1/15/2025 Krilogy Financial LLC45,969$1.67M0.1%-1.5%0.017%
1/15/2025 HB Wealth Management LLC10,919$397K0.0%+8.5%0.004%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.201,926$7.33M0.8%+0.9%0.074%
1/15/2025 Wealthcare Advisory Partners LLC23,388$849K0.0%-7.1%0.009%
1/15/2025 Procyon Advisors LLC9,147$332K0.0%-12.1%0.003%
1/15/2025 Hennessy Advisors Inc.175,500$6.37M0.2%+2.8%0.064%
1/15/2025 Carnegie Investment Counsel21,397$777K0.0%-7.0%0.008%
1/15/2025 Gateway Investment Advisers LLC6,915$251K0.0%-9.9%0.003%
1/14/2025 Apella Capital LLC7,580$275K0.0%-11.7%0.003%
1/14/2025 Radnor Capital Management LLC59,352$2.16M0.4%-11.6%0.022%
1/14/2025 Kathmere Capital Management LLC12,302$447K0.0%-13.3%0.004%
1/14/2025 Assenagon Asset Management S.A.122,581$4.45M0.0%+219.4%0.045%
1/14/2025 GSG Advisors LLC7,808$284K0.1%-9.5%0.003%
1/13/2025 Code Waechter LLC10,089$366K0.3%-8.0%0.004%
1/13/2025 AdvisorNet Financial Inc100,632$3.66M0.3%-2.8%0.037%
1/13/2025 Eastern Bank11,250$409K0.0%-77.2%0.004%
1/10/2025 Wealth Enhancement Advisory Services LLC60,605$2.34M0.0%+28.7%0.022%
1/8/2025 Farmers Trust Co.11,652$423K0.1%-2.7%0.004%
1/8/2025 Fulton Bank N.A.7,931$288K0.0%N/A0.003%
1/6/2025 Capital Market Strategies LLC14,100$512K0.3%+166.0%0.005%
1/6/2025 Nordea Investment Management AB6,811,851$247.13M0.3%+16.7%2.481%
1/3/2025 Everence Capital Management Inc.23,640$859K0.1%N/A0.009%
1/3/2025 GAMMA Investing LLC4,946$180K0.0%+7.2%0.002%
12/26/2024JPMorgan Chase & Co.953,984$36.80M0.0%+33.1%0.347%
12/19/2024Principal Financial Group Inc.767,455$29.60M0.0%-24.6%0.279%
12/6/2024Retirement Systems of Alabama349,952$13.50M0.1%-1.3%0.127%
11/27/2024Franklin Resources Inc.997,399$39.80M0.0%+1.1%0.363%
11/25/2024Wilmington Savings Fund Society FSB54,809$2.11M0.0%+99.2%0.020%
11/25/2024Sanctuary Advisors LLC24,359$963K0.0%+39.5%0.009%
11/18/2024 Fortem Financial Group LLC5,347$206K0.1%N/A0.002%
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11/18/2024Teachers Retirement System of The State of Kentucky75,699$2.92M0.0%-2.8%0.028%
11/18/2024Coldstream Capital Management Inc.57,626$2.22M0.0%N/A0.021%
11/16/2024Geode Capital Management LLC4,305,976$165.70M0.0%+2.0%1.568%
11/15/2024Vestcor Inc20,239$781K0.0%+74.5%0.007%
11/15/2024M&T Bank Corp52,488$2.03M0.0%+5.8%0.019%
11/15/2024Duff & Phelps Investment Management Co.2,531,297$97.63M1.1%+4.2%0.922%
11/15/2024Barclays PLC352,021$13.58M0.0%-8.1%0.128%
11/15/2024O Brien Greene & Co. Inc8,114$313K0.1%-27.0%0.003%
11/15/2024Public Employees Retirement System of Ohio91,449$3.53M0.0%-4.7%0.033%
11/15/2024Nomura Asset Management Co. Ltd.244,901$9.45M0.0%+3.3%0.089%
11/15/2024XTX Topco Ltd33,247$1.28M0.1%+12.6%0.012%
11/15/2024National Bank of Canada FI1,062$41K0.0%-52.0%0.000%
11/15/2024Glen Eagle Advisors LLC9,962$384K0.1%-4.2%0.004%
11/15/2024United Services Automobile Association16,409$633K0.0%-17.0%0.006%
11/15/2024Weiss Asset Management LP189,286$7.30M0.2%N/A0.069%
11/15/2024Wills Financial Group Inc.161,045$6.21M2.6%+0.8%0.059%
11/15/2024State Street Corp12,466,249$480.82M0.0%-2.5%4.540%
11/15/2024Stifel Financial Corp137,409$5.30M0.0%+0.2%0.050%
11/15/2024Quantinno Capital Management LP12,156$469K0.0%+19.9%0.004%
11/15/2024Quarry LP3,882$150K0.0%N/A0.001%
11/15/2024Point72 DIFC Ltd21,048$812K0.0%N/A0.008%
11/15/2024Point72 Asset Management L.P.799,647$30.84M0.1%N/A0.291%
11/15/2024NFJ Investment Group LLC201,898$7.79M0.2%-20.6%0.074%
11/15/2024Ingalls & Snyder LLC12,888$497K0.0%-3.4%0.005%
11/15/2024Investment Management Corp of Ontario8,621$333K0.0%+48.1%0.003%
11/15/2024Janus Henderson Group PLC46,753$1.80M0.0%+15.7%0.017%
11/15/2024HighTower Advisors LLC97,714$3.78M0.0%+3.7%0.036%
11/15/2024Holocene Advisors LP193,091$7.45M0.0%+24.6%0.070%
11/15/2024Centiva Capital LP10,359$400K0.0%N/A0.004%
11/15/2024Community Bank N.A.24,034$927K0.1%-3.3%0.009%
11/15/2024Atom Investors LP230,344$8.88M0.9%-0.3%0.084%
11/15/2024Paloma Partners Management Co12,949$499K0.0%N/A0.005%
11/15/2024Point72 Asia Singapore Pte. Ltd.11,686$451K0.1%N/A0.004%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp43,349$1.67M0.0%-12.9%0.016%
11/14/2024Verition Fund Management LLC237,320$9.15M0.0%+53.6%0.086%
11/14/2024Captrust Financial Advisors17,981$694K0.0%+43.3%0.007%
11/14/2024Capstone Investment Advisors LLC12,404$478K0.0%N/A0.005%
11/14/2024Rockefeller Capital Management L.P.10,411$402K0.0%-3.8%0.004%
11/14/2024Northwest & Ethical Investments L.P.60,243$2.32M0.1%-17.4%0.022%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,154,215$83.09M0.0%+7.3%0.784%
11/14/2024Fiduciary Trust Co10,927$421K0.0%-5.4%0.004%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank194,139$7.49M0.0%+9.5%0.071%
11/14/2024MetLife Investment Management LLC130,133$5.02M0.0%-1.8%0.047%
11/13/2024Glenmede Trust Co. NA51,881$2.00M0.0%+1.6%0.019%
11/13/2024Townsquare Capital LLC5,302$204K0.0%N/A0.002%
11/13/2024 Brooklyn Investment Group672$26K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.15,713$606K0.0%+2.8%0.006%
11/13/2024FMR LLC2,677,789$103.28M0.0%-19.9%0.975%
11/13/2024The Manufacturers Life Insurance Company209,521$8.08M0.0%-3.5%0.076%
11/13/2024Qsemble Capital Management LP19,400$748K0.1%N/A0.007%
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11/13/2024Bank of Montreal Can605,154$23.24M0.0%-3.2%0.220%
11/13/2024Diversified LLC6,174$238K0.0%-43.0%0.002%
11/13/2024Truvestments Capital LLC1,093$42K0.0%N/A0.000%
11/13/2024DRW Securities LLC101,300$3.91M0.1%N/A0.037%
11/13/2024Fisher Asset Management LLC5,496$212K0.0%N/A0.002%
11/13/2024Daiwa Securities Group Inc.23,923$923K0.0%+4.8%0.009%
11/12/2024Swedbank AB282,370$10.89M0.0%+3.0%0.103%
11/12/2024Cerity Partners LLC36,201$1.40M0.0%+17.3%0.013%
11/12/2024Raymond James Trust N.A.10,960$423K0.0%+3.6%0.004%
11/12/2024Charles Schwab Investment Management Inc.1,871,932$72.20M0.0%+8.7%0.682%
(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, 601 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 ($480.82M), Amundi ($289.32M), Nordea Investment Management AB ($247.13M), Pictet Asset Management SA ($237.11M), and Geode Capital Management LLC ($165.70M).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 486 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 ($4.39M), Norges Bank ($2.60M), Pathway Financial Advisers LLC ($2.48M), Boston Trust Walden Corp ($1.96M), AEGON ASSET MANAGEMENT UK Plc ($1.42M), and Empower Advisory Group LLC ($1.34M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 50,133,388 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 359 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 ($4.37M), Cohen & Steers Inc. ($1.81M), Franklin Resources Inc. ($940.89K), Cbre Investment Management Listed Real Assets LLC ($700.75K), FMR LLC ($664.88K), Principal Financial Group Inc. ($661.34K), and Macquarie Group Ltd. ($638.62K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 22,941,729 shares in the last 24 months. This volume of shares sold represents approximately $915.06M in transactions.


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This page (NYSE:WTRG) was last updated on 1/20/2025 by MarketBeat.com Staff
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