Essential Utilities Ownership 2024 | Who Owns Essential Utilities Now?
Institutional Ownership
13.47%
Insider Ownership
0.19%
Retail Ownership
86.34%
Institutional Holders
337.00
Essential Utilities Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 11.28% | 0.03% | 30,827,925 | -202,411 | -0.65% | 1,150,806,448 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.18% | 0.02% | 27,821,441 | -88,480 | -0.32% | 1,038,574,394 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 7.92% | 0.79% | 21,661,095 | - | - | 808,608,676 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 5.25% | 0.34% | 14,345,260 | 493,733 | 3.56% | 535,509,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.68% | 0.02% | 12,782,423 | -537,144 | -4.03% | 477,167,851,000 | Jun 30, 2024 |
| AMUNDI | 2.74% | 0.11% | 7,480,837 | -600,308 | -7.43% | 278,303,718 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.84% | 0.22% | 5,036,541 | 1,611,191 | 47.04% | 188,618,460 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 1.78% | 0.21% | 4,855,123 | -128,632 | -2.58% | 181,241,742 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.54% | 0.01% | 4,223,520 | 94,910 | 2.30% | 157,385,561 | Jun 30, 2024 |
| INVESCO LTD. | 1.54% | 0.03% | 4,204,616 | 104,059 | 2.54% | 156,958,315 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.34% | 0.03% | 3,656,331 | -33,747 | -0.91% | 136,490,821 | Jun 30, 2024 |
| FMR LLC | 1.22% | 0.01% | 3,342,673 | -1,083,724 | -24.48% | 124,781,998 | Jun 30, 2024 |
| MORGAN STANLEY | 1.16% | 0.01% | 3,172,532 | -57,431 | -1.78% | 118,430,677 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.16% | 0.12% | 3,171,256 | 1,430,888 | 82.22% | 118,382,988 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.14% | 0.02% | 3,126,583 | 149,897 | 5.04% | 116,715,344,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.01% | 0.02% | 2,754,099 | 9,822 | 0.36% | 102,810,530 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.89% | 1.16% | 2,430,307 | -378,416 | -13.47% | 90,723,360 | Jun 30, 2024 |
| NORGES BANK | 0.78% | 0.01% | 2,123,405 | 2,123,405 | 100.00% | 79,266,709 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.74% | 3.01% | 2,023,937 | 13,557 | 0.67% | 75,554,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.73% | 0.02% | 2,008,448 | 341,375 | 20.48% | 74,975,363 | Jun 30, 2024 |
Essential Utilities's largest institutional shareholder is BLACKROCK INC., holding 11.28% of the company's total share outstanding, currently valued at $1.15B. The top 10 institutional shareholders own together 48.74% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TANDEM INVESTMENT ADVISORS, INC. | 0.74% | 3.01% | 2,023,937 | 13,557 | 0.67% | 75,554,000 | Jun 30, 2024 |
| COSTELLO ASSET MANAGEMENT, INC | 0.04% | 2.84% | 101,890 | -3,587 | -3.40% | 3,803,570 | Jun 30, 2024 |
| WILLS FINANCIAL GROUP, INC. | 0.06% | 2.75% | 159,781 | 186 | 0.12% | 5,964,641 | Jun 30, 2024 |
| WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.02% | 1.87% | 52,690 | 52,690 | 100.00% | 1,966,935 | Jun 30, 2024 |
| COSTON, MCISAAC & PARTNERS | 0.04% | 1.22% | 103,779 | 4,112 | 4.13% | 3,873,000 | Jun 30, 2024 |
| BLOSSOM WEALTH MANAGEMENT | 0.01% | 1.16% | 14,315 | 80 | 0.56% | 534,366 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.89% | 1.16% | 2,430,307 | -378,416 | -13.47% | 90,723,360 | Jun 30, 2024 |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 0.05% | 0.92% | 130,007 | 3,240 | 2.56% | 4,853,147 | Jun 30, 2024 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 0.04% | 0.90% | 118,104 | -3,500 | -2.88% | 4,407,613 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.08% | 0.86% | 230,999 | 105,922 | 84.69% | 8,623,192 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 7.92% | 0.79% | 21,661,095 | - | - | 808,608,676 | Jun 30, 2024 |
| FIRST NATIONAL CORP /MA/ /ADV | 0.03% | 0.76% | 85,889 | -4,490 | -4.97% | 3,206,232 | Jun 30, 2024 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 0.07% | 0.76% | 199,324 | 5,486 | 2.83% | 7,440,765 | Jun 30, 2024 |
| APRICUS WEALTH, LLC | 0.01% | 0.70% | 26,262 | - | - | 980,360 | Jun 30, 2024 |
| BENEDICT FINANCIAL ADVISORS INC | 0.03% | 0.69% | 72,350 | -2,841 | -3.78% | 2,700,838 | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | 0.02% | 0.68% | 59,352 | - | - | 2,216,000 | Jun 30, 2024 |
| THEMATICS ASSET MANAGEMENT | 0.16% | 0.68% | 442,726 | 16,000 | 3.75% | 16,526,962 | Jun 30, 2024 |
| ENERGY INCOME PARTNERS, LLC | 0.29% | 0.66% | 790,751 | 64,251 | 8.84% | 29,518,735 | Jun 30, 2024 |
| GODSHALK WELSH CAPITAL MANAGEMENT, INC. | 0.01% | 0.65% | 26,036 | -1,550 | -5.62% | 971,924 | Jun 30, 2024 |
| AEGON ASSET MANAGEMENT UK PLC | 0.45% | 0.64% | 1,221,779 | -159,288 | -11.53% | 45,597,000 | Jun 30, 2024 |
The largest Essential Utilities shareholder by % of total assets is TANDEM INVESTMENT ADVISORS, INC.. The company owns 2.02M shares of Essential Utilities (WTRG), representing 3.01% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.78% | 0.01% | 2,123,405 | 2,123,405 | 100.00% | 79,266,709 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.84% | 0.22% | 5,036,541 | 1,611,191 | 47.04% | 188,618,460 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.16% | 0.12% | 3,171,256 | 1,430,888 | 82.22% | 118,382,988 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.30% | 0.05% | 827,768 | 786,026 | 1883.06% | 30,900,579 | Jun 30, 2024 |
| BOSTON TRUST WALDEN CORP | 0.33% | 0.25% | 903,372 | 702,760 | 350.31% | 33,722,877 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 5.25% | 0.34% | 14,345,260 | 493,733 | 3.56% | 535,509,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.73% | 0.02% | 2,008,448 | 341,375 | 20.48% | 74,975,363 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.07% | 318,296 | 318,296 | 100.00% | 11,881,990 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.55% | 0.01% | 1,500,150 | 234,857 | 18.56% | 56,001,942 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.21% | 0.03% | 564,758 | 171,790 | 43.72% | 21,082,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.63% | 0.01% | 1,722,770 | 163,089 | 10.46% | 64,311,004 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.06% | 0.03% | 154,525 | 154,525 | 100.00% | 5,768,418 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.14% | 0.02% | 3,126,583 | 149,897 | 5.04% | 116,715,344,000 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.28% | 0.04% | 758,443 | 147,776 | 24.20% | 28,312,677 | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | 0.05% | 0.12% | 139,854 | 139,854 | 100.00% | 5,220,750 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.08% | 0.86% | 230,999 | 105,922 | 84.69% | 8,623,192 | Jun 30, 2024 |
| INVESCO LTD. | 1.54% | 0.03% | 4,204,616 | 104,059 | 2.54% | 156,958,315 | Jun 30, 2024 |
| UBS GROUP AG | 0.22% | 0.01% | 598,969 | 97,646 | 19.48% | 22,359,513 | Jun 30, 2024 |
| JOHN G ULLMAN & ASSOCIATES INC | 0.04% | 0.55% | 95,700 | 95,700 | 100.00% | 3,572,481 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.54% | 0.01% | 4,223,520 | 94,910 | 2.30% | 157,385,561 | Jun 30, 2024 |
As of Jun 30 2024, Essential Utilities's largest institutional buyer is NORGES BANK. The company purchased 2.12M stocks of WTRG, valued at $79.27M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.22% | 0.01% | 3,342,673 | -1,083,724 | -24.48% | 124,781,998 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -919,759 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | 2.74% | 0.11% | 7,480,837 | -600,308 | -7.43% | 278,303,718 | Jun 30, 2024 |
| STATE STREET CORP | 4.68% | 0.02% | 12,782,423 | -537,144 | -4.03% | 477,167,851,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.23% | 0.01% | 625,213 | -534,381 | -46.08% | 23,414,227 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.89% | 1.16% | 2,430,307 | -378,416 | -13.47% | 90,723,360 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.26% | 0.00% | 700,474 | -370,815 | -34.61% | 26,148,707 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -332,823 | -100.00% | - | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.05% | 0.01% | 145,015 | -230,753 | -61.41% | 5,413,410 | Jun 30, 2024 |
| BLACKROCK INC. | 11.28% | 0.03% | 30,827,925 | -202,411 | -0.65% | 1,150,806,448 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | - | - | - | -189,482 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | 0.07% | 0.04% | 199,345 | -160,600 | -44.62% | 7,441,549 | Jun 30, 2024 |
| AEGON ASSET MANAGEMENT UK PLC | 0.45% | 0.64% | 1,221,779 | -159,288 | -11.53% | 45,597,000 | Jun 30, 2024 |
| CORECOMMODITY MANAGEMENT, LLC | - | - | - | -147,555 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 1.78% | 0.21% | 4,855,123 | -128,632 | -2.58% | 181,241,742 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.02% | 0.00% | 55,022 | -127,797 | -69.90% | 2,053,971 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -125,100 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.42% | 0.03% | 1,143,652 | -109,308 | -8.72% | 42,692,529 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.37% | 0.02% | 1,017,853 | -102,213 | -9.13% | 37,996,452,000 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | - | - | - | -98,400 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Essential Utilities's biggest institutional seller is FMR LLC. The company sold -1.08M shares of WTRG, valued at $124.78M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.78% | 0.01% | 2,123,405 | 2,123,405 | 100.00% | 79,266,709 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.07% | 318,296 | 318,296 | 100.00% | 11,881,990 | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | 0.05% | 0.12% | 139,854 | 139,854 | 100.00% | 5,220,750 | Jun 30, 2024 |
| JOHN G ULLMAN & ASSOCIATES INC | 0.04% | 0.55% | 95,700 | 95,700 | 100.00% | 3,572,481 | Jun 30, 2024 |
| 0.03% | 0.08% | 72,899 | 72,899 | 100.00% | 2,721,292 | Jun 30, 2024 | |
| WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.02% | 1.87% | 52,690 | 52,690 | 100.00% | 1,966,935 | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | 0.01% | 0.03% | 35,874 | 35,874 | 100.00% | 1,339,176 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 27,209 | 27,209 | 100.00% | 1,015,712 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.01% | 0.00% | 25,363 | 25,363 | 100.00% | 946,794 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.01% | 18,964 | 18,964 | 100.00% | 707,926 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 15,807 | 15,807 | 100.00% | 388,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.01% | 0.01% | 15,631 | 15,631 | 100.00% | 583,505 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.02% | 13,410 | 13,410 | 100.00% | 500,595 | Jun 30, 2024 |
| M&G PLC | 0.00% | 0.00% | 13,025 | 13,025 | 100.00% | 481,925 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 12,052 | 12,052 | 100.00% | 449,901 | Jun 30, 2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 10,319 | 10,319 | 100.00% | 385,209 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.00% | 9,029 | 9,029 | 100.00% | 337,053 | Jun 30, 2024 |
| DORSEY & WHITNEY TRUST CO LLC | 0.00% | 0.02% | 8,477 | 8,477 | 100.00% | 316,447 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 8,002 | 8,002 | 100.00% | 298,715 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.02% | 7,687 | 7,687 | 100.00% | 286,953 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.00% | 0.00% | 6,907 | 6,907 | 100.00% | 258,000 | Jun 30, 2024 |
| SEEDS INVESTOR LLC | 0.00% | 0.12% | 6,406 | 6,406 | 100.00% | 239,119 | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.00% | 0.00% | 6,221 | 6,221 | 100.00% | 232,230 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 6,204 | 6,204 | 100.00% | 231,595 | Jun 30, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.00% | 0.00% | 5,790 | 5,790 | 100.00% | 202,099 | Jun 30, 2024 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.00% | 0.02% | 5,774 | 5,774 | 100.00% | 215,544 | Jun 30, 2024 |
| MAI CAPITAL MANAGEMENT | 0.00% | 0.00% | 5,386 | 5,386 | 100.00% | 201,052 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.13% | 4,659 | 4,659 | 100.00% | 173,917 | Jun 30, 2024 |
| CETERA TRUST COMPANY, N.A | 0.00% | 0.09% | 3,965 | 3,965 | 100.00% | 148,013 | Jun 30, 2024 |
| CULTIVAR CAPITAL, INC. | 0.00% | 0.06% | 1,869 | 1,869 | 100.00% | 69,770 | Jun 30, 2024 |
| MASCOMA WEALTH MANAGEMENT LLC | 0.00% | 0.02% | 1,766 | 1,766 | 100.00% | 65,925 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 1,475 | 1,475 | 100.00% | 55,062 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 1,447 | 1,447 | 100.00% | 54,016 | Jun 30, 2024 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 0.00% | 0.02% | 1,000 | 1,000 | 100.00% | 37,330 | Jun 30, 2024 |
| BANGOR SAVINGS BANK | 0.00% | 0.00% | 564 | 564 | 100.00% | 21,054 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 518 | 518 | 100.00% | 19,337 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.01% | 494 | 494 | 100.00% | 18,476 | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0.00% | 0.00% | 380 | 380 | 100.00% | 14,000 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 371 | 371 | 100.00% | 13,849 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 321 | 321 | 100.00% | 11,983 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 161 | 161 | 100.00% | 6,024 | Jun 30, 2024 |
| SWAN CAPITAL LLC | - | 0.00% | 125 | 125 | 100.00% | 4,666 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 63 | 63 | 100.00% | 2,352 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 59 | 59 | 100.00% | 2,202 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 17 | 17 | 100.00% | 635 | Jun 30, 2024 |
| TRANSCENDENT CAPITAL GROUP LLC | - | 0.00% | 16 | 16 | 100.00% | 597 | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 37,000 | Jun 30, 2024 |
Essential Utilities's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.12M shares, valued at $79.27M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | - | - | - | -919,759 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -332,823 | -100.00% | - | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | - | - | - | -189,482 | -100.00% | - | Jun 30, 2024 |
| CORECOMMODITY MANAGEMENT, LLC | - | - | - | -147,555 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -125,100 | -100.00% | - | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | - | - | - | -98,400 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -52,300 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -42,525 | -100.00% | - | Jun 30, 2024 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | - | - | - | -26,753 | -100.00% | - | Jun 30, 2024 |
| ARKADIOS WEALTH ADVISORS | - | - | - | -24,429 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -21,400 | -100.00% | - | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -20,597 | -100.00% | - | Jun 30, 2024 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | - | - | - | -10,205 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -8,733 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -8,488 | -100.00% | - | Jun 30, 2024 |
| TIAA TRUST, NATIONAL ASSOCIATION | - | - | - | -8,269 | -100.00% | - | Jun 30, 2024 |
| CHOATE INVESTMENT ADVISORS | - | - | - | -7,804 | -100.00% | - | Jun 30, 2024 |
| WEALTH EFFECTS LLC | - | - | - | -7,223 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -7,100 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -6,826 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -6,601 | -100.00% | - | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -6,119 | -100.00% | - | Jun 30, 2024 |
| CAPITAL CS GROUP, LLC | - | - | - | -5,671 | -100.00% | - | Jun 30, 2024 |
| LOWE BROCKENBROUGH & CO INC | - | - | - | -5,650 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -5,635 | -100.00% | - | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | - | - | - | -5,589 | -100.00% | - | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -5,550 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -5,535 | -100.00% | - | Jun 30, 2024 |
| SENECA HOUSE ADVISORS | - | - | - | -5,533 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -5,462 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -2,336 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | - | - | -1,193 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -1,075 | -100.00% | - | Jun 30, 2024 |
| HALPERN FINANCIAL, INC. | - | - | - | -658 | -100.00% | - | Jun 30, 2024 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | - | - | - | -650 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -325 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -193 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -125 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -113 | -100.00% | - | Jun 30, 2024 |
| MARYLAND CAPITAL ADVISORS INC. | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
Essential Utilities's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -0.92M shares, valued at -, as of undefined.
Essential Utilities Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PIONEER EQUITY INCOME FUND | 1.17% | 261,118 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.63% | 450,432 | -1,550 | -0.34% | Dec 29, 2023 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.52% | 2,055,731 | 18,347 | 0.90% | Mar 28, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.36% | 753,029 | - | - | Feb 29, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.36% | 155,401 | -5,120 | -3.19% | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.34% | 9,953 | - | - | Mar 31, 2024 |
| EIP INVESTMENT TRUST | 0.32% | 15,000 | 15,000 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.32% | 165,100 | - | - | Mar 31, 2024 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.29% | 222,160 | -143,142 | -39.18% | Dec 31, 2023 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.25% | 13,647 | 1,177 | 9.44% | Feb 29, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.23% | 13,200 | - | - | Feb 29, 2024 |
| DNP SELECT INCOME FUND INC | 0.20% | 1,548,410 | - | - | Jan 31, 2024 |
| Principal Diversified Select Real Asset Fund | 0.19% | 9,175 | - | - | Mar 31, 2024 |
| Macquarie Global Infrastructure Total Return Fund Inc. | 0.18% | 128,703 | - | - | Feb 28, 2023 |
| Humankind Benefit Corp | 0.17% | 3,879 | 189 | 5.12% | Dec 31, 2023 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.17% | 20,750 | - | - | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.17% | 64,864 | 2,166 | 3.45% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.16% | 1,584,996 | 232,524 | 17.19% | Mar 31, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.15% | 190,750 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.14% | 1,158,200 | 564,854 | 95.20% | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.13% | 30,265 | -343 | -1.12% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.12% | 511,661 | 11,124 | 2.22% | Feb 29, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.12% | 3,000,000 | - | - | Mar 31, 2024 |
| CANTOR FITZGERALD SUSTAINABLE INFRASTRUCTURE FUND | 0.11% | 14,228 | 9,740 | 217.02% | Dec 31, 2023 |
| Virtus Total Return Fund Inc. | 0.09% | 182,024 | -2,637 | -1.43% | Feb 29, 2024 |
| HENNESSY FUNDS TRUST | 0.09% | 178,800 | -3,500 | -1.92% | Jan 31, 2024 |
| SHELTON FUNDS | 0.07% | 125,544 | -15,000 | -10.67% | Feb 29, 2024 |
| OSI ETF Trust | 0.07% | 12,284 | 660 | 5.68% | Mar 31, 2022 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.07% | 560,000 | - | - | Mar 31, 2024 |
| GABELLI UTILITY TRUST | 0.06% | 26,400 | - | - | Dec 29, 2023 |
| Calvert Responsible Index Series, Inc. | 0.06% | 100,197 | 7,348 | 7.91% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.05% | 22,076,859 | -3,726,445 | -14.44% | Mar 31, 2024 |
| Transparent Value Trust | 0.05% | 785 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.05% | 205,035 | - | - | Mar 28, 2024 |
| Impact Shares Trust I | 0.05% | 500 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.04% | 6,914 | - | - | Mar 31, 2024 |
| Virtus Strategy Trust | 0.04% | 921,407 | -261,283 | -22.09% | Mar 28, 2024 |
| abrdn Global Infrastructure Income Fund | 0.04% | 76,103 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 162,989 | -98 | -0.06% | Jan 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.04% | 6,500 | - | - | Dec 29, 2023 |
| BOSTON TRUST WALDEN FUNDS | 0.04% | 110,940 | 5,590 | 5.31% | Mar 28, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 380,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Capital Appreciation Fund, Inc. | 0.04% | 8,434,742 | 8,434,742 | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 90,000 | - | - | Mar 31, 2024 |
| ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND | 0.04% | 58,349 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 4,515,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Exchange-Traded Funds, Inc. | 0.03% | 206,366 | 100,593 | 95.10% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 6,227 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.03% | 130,425 | -2,008 | -1.52% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 63,106 | - | - | Mar 31, 2024 |
| BlackRock ETF Trust | 0.03% | 23,920 | 23,905 | 159366.67% | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.03% | 1,444,724 | 48,181 | 3.45% | Jan 31, 2024 |
| Voya Infrastructure, Industrials & Materials Fund | 0.03% | 6,442 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.02% | 717,172 | 527,279 | 277.67% | Mar 28, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.02% | 6,135 | - | - | Jan 31, 2024 |
| CALVERT IMPACT FUND INC | 0.02% | 252,947 | 19,166 | 8.20% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 671 | 15 | 2.29% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 56,760 | 39,566 | 230.12% | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.02% | 1,162,949 | 861,923 | 286.33% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.02% | 55,490 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.02% | 119,317 | 1,934 | 1.65% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.02% | 1,595,535 | 29,053 | 1.85% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.02% | 159,418 | 140,135 | 726.73% | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST III | 0.02% | 7,100 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.02% | 130,772 | -13,101 | -9.11% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.02% | 317,135 | -22,126 | -6.52% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.02% | 112,285 | - | - | Aug 31, 2023 |
| IndexIQ ETF Trust | 0.01% | 29,383 | -1,268 | -4.14% | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.01% | 988,689 | -149,643 | -13.15% | Jan 31, 2024 |
| BAIRD FUNDS INC | 0.01% | 14,100,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.01% | 41,161 | -26,292 | -38.98% | Dec 31, 2023 |
| John Hancock Funds III | 0.01% | 187,352 | 187,352 | - | Mar 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.01% | 1,080,505 | -4,775 | -0.44% | Jan 31, 2024 |
| COHEN & STEERS INFRASTRUCTURE FUND INC | 0.01% | 168,103 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 2,208,268 | 129,383 | 6.22% | Feb 29, 2024 |
| ROYCE FUND | 0.01% | 64,875 | - | - | Mar 31, 2024 |
| Franklin Investors Securities Trust | 0.01% | 641,294 | - | - | Jan 31, 2024 |
| Voya Separate Portfolios Trust | 0.01% | 222,000 | - | - | Feb 29, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 15,000 | 1,000 | 7.14% | Dec 29, 2023 |
| Goldman Sachs ETF Trust II | 0.01% | 8,902 | 21 | 0.24% | Feb 29, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 4,543 | 1,469 | 47.79% | Sep 30, 2020 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 852,000 | - | - | Feb 29, 2024 |
| Virtus Investment Trust | 0.01% | 247,293 | -4,583 | -1.82% | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.01% | 4,961 | -134 | -2.63% | Sep 30, 2023 |
| Voya EQUITY TRUST | 0.01% | 10,010 | -5,991 | -37.44% | Feb 29, 2024 |
| Managed Account Series | 0.01% | 6,536 | 3,092 | 89.78% | Jan 31, 2024 |
| ARCHER INVESTMENT SERIES TRUST | 0.01% | 1,959 | - | - | Feb 29, 2024 |
| Natixis Funds Trust IV | 0.01% | 1,979 | 100 | 5.32% | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.01% | 1,572,290 | 35,203 | 2.29% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 243,595 | 17,899 | 7.93% | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.01% | 12,921 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 338,294 | 246,094 | 266.91% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 125,000 | 38,590 | 44.66% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 152,988 | -12,604 | -7.61% | Mar 31, 2024 |
| RBB Fund Trust | 0.00% | 4,825 | - | - | Feb 29, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.00% | 3,600 | - | - | Dec 29, 2023 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 185,000 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 56,160 | 10,152 | 22.07% | Feb 29, 2024 |
| Cushing Mutual Funds Trust | 0.00% | 125 | - | - | Aug 31, 2023 |
Essential Utilities's largest mutual fund holder by % of total assets is "PIONEER EQUITY INCOME FUND", owning 261.12K shares, compromising 1.17% of its total assets.
Essential Utilities Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 337 | -42.78% |
| 31 Mar, 24 | 589 | -4.69% |
| 31 Dec, 23 | 618 | 7.48% |
| 30 Sep, 23 | 575 | -6.81% |
| 30 Jun, 23 | 617 | -4.34% |
| 31 Mar, 23 | 645 | -0.77% |
| 31 Dec, 22 | 650 | 3.01% |
| 30 Sep, 22 | 631 | 0.64% |
| 30 Jun, 22 | 627 | -1.57% |
| 31 Mar, 22 | 637 | -0.62% |
| 31 Dec, 21 | 641 | 8.09% |
| 30 Sep, 21 | 593 | 0.85% |
| 30 Jun, 21 | 588 | -1.01% |
| 31 Mar, 21 | 594 | -0.17% |
| 31 Dec, 20 | 595 | 4.75% |
| 30 Sep, 20 | 568 | -0.53% |
| 30 Jun, 20 | 571 | -1.21% |
| 31 Mar, 20 | 578 | 2790.00% |
| 31 Dec, 19 | 20 | 566.67% |
| 30 Sep, 19 | 3 | - |
| 30 Jun, 19 | 3 | - |
| 31 Mar, 19 | 3 | 50.00% |
| 31 Dec, 18 | 2 | - |
| 30 Sep, 18 | 2 | - |
| 30 Jun, 18 | 2 | - |
| 31 Mar, 18 | 2 | - |
| 31 Dec, 17 | 2 | - |
| 30 Sep, 17 | 2 | - |
| 30 Jun, 17 | 2 | - |
| 31 Mar, 17 | 2 | - |
| 31 Dec, 16 | 2 | - |
| 30 Sep, 16 | 2 | - |
| 30 Jun, 16 | 2 | - |
| 31 Mar, 16 | 2 | - |
As of 30 Jun 24, 337 institutions are holding Essential Utilities's shares, representing a decrease of -42.78% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 36,825,813 | -82.57% |
| 31 Mar, 24 | 211,317,716 | 3.54% |
| 31 Dec, 23 | 204,088,160 | 3.99% |
| 30 Sep, 23 | 196,260,560 | 4.50% |
| 30 Jun, 23 | 187,817,393 | -1.24% |
| 31 Mar, 23 | 190,179,984 | -1.18% |
| 31 Dec, 22 | 192,454,734 | 2.22% |
| 30 Sep, 22 | 188,281,433 | 0.91% |
| 30 Jun, 22 | 186,574,876 | 3.49% |
| 31 Mar, 22 | 180,274,768 | 2.99% |
| 31 Dec, 21 | 175,038,739 | 2.35% |
| 30 Sep, 21 | 171,021,525 | -0.83% |
| 30 Jun, 21 | 172,453,324 | 0.83% |
| 31 Mar, 21 | 171,039,377 | -1.12% |
| 31 Dec, 20 | 172,975,415 | 1.13% |
| 30 Sep, 20 | 171,035,373 | 3.35% |
| 30 Jun, 20 | 165,488,309 | 0.75% |
| 31 Mar, 20 | 164,254,099 | 39370.97% |
| 31 Dec, 19 | 416,139 | 4787.13% |
| 30 Sep, 19 | 8,515 | -1.16% |
| 30 Jun, 19 | 8,615 | - |
| 31 Mar, 19 | 8,615 | 19.30% |
| 31 Dec, 18 | 7,221 | - |
| 30 Sep, 18 | 7,221 | -4.57% |
| 30 Jun, 18 | 7,567 | -1.30% |
| 31 Mar, 18 | 7,667 | - |
| 31 Dec, 17 | 7,667 | 95.29% |
| 30 Sep, 17 | 3,926 | - |
| 30 Jun, 17 | 3,926 | -2.48% |
| 31 Mar, 17 | 4,026 | -2.42% |
| 31 Dec, 16 | 4,126 | 6.34% |
| 30 Sep, 16 | 3,880 | -2.51% |
| 30 Jun, 16 | 3,980 | -2.45% |
| 31 Mar, 16 | 4,080 | - |
Essential Utilities (WTRG) has 36.83M shares outstanding as of 30 Jun 24, down -82.57% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 13.47% | 0.23% |
| 31 Mar, 24 | 77.30% | 1.32% |
| 31 Dec, 23 | 76.39% | 1.41% |
| 30 Sep, 23 | 73.57% | 1.46% |
| 30 Jun, 23 | 71.03% | 1.37% |
| 31 Mar, 23 | 71.99% | 1.34% |
| 31 Dec, 22 | 73.26% | 1.42% |
| 30 Sep, 22 | 71.80% | 1.42% |
| 30 Jun, 22 | 71.18% | 1.50% |
| 31 Mar, 22 | 68.82% | 1.54% |
| 31 Dec, 21 | 66.87% | 1.53% |
| 30 Sep, 21 | 66.09% | 1.44% |
| 30 Jun, 21 | 67.69% | 1.50% |
| 31 Mar, 21 | 67.19% | 1.45% |
| 31 Dec, 20 | 67.99% | 1.50% |
| 30 Sep, 20 | 67.26% | 1.59% |
| 30 Jun, 20 | 65.11% | 1.35% |
| 31 Mar, 20 | 69.56% | 186598.03% |
| 31 Dec, 19 | 0.19% | 1421972.97% |
| 30 Sep, 19 | 0.00% | 23923.08% |
| 30 Jun, 19 | 0.00% | 16950.00% |
| 31 Mar, 19 | 0.00% | 29048.78% |
| 31 Dec, 18 | 0.00% | 24392.68% |
| 30 Sep, 18 | 0.00% | 22190.70% |
| 30 Jun, 18 | 0.00% | 22939.53% |
| 31 Mar, 18 | 0.00% | 23230.23% |
| 31 Dec, 17 | 0.00% | 88790.91% |
| 30 Sep, 17 | 0.00% | 45440.91% |
| 30 Jun, 17 | 0.00% | 42365.22% |
| 31 Mar, 17 | 0.00% | 42373.91% |
| 31 Dec, 16 | 0.00% | 48354.55% |
| 30 Sep, 16 | 0.00% | 44300.00% |
| 30 Jun, 16 | 0.00% | 42369.57% |
| 31 Mar, 16 | 0.00% | - |
As of 30 Jun 24, Essential Utilities is held by 13.47% institutional shareholders, representing a 0.23% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 144 | -47.64% |
| 31 Mar, 24 | 275 | -15.12% |
| 31 Dec, 23 | 324 | 25.58% |
| 30 Sep, 23 | 258 | 5.31% |
| 30 Jun, 23 | 245 | -11.55% |
| 31 Mar, 23 | 277 | -11.22% |
| 31 Dec, 22 | 312 | 0.65% |
| 30 Sep, 22 | 310 | 12.32% |
| 30 Jun, 22 | 276 | -8.31% |
| 31 Mar, 22 | 301 | -7.95% |
| 31 Dec, 21 | 327 | 31.85% |
| 30 Sep, 21 | 248 | 4.20% |
| 30 Jun, 21 | 238 | -8.81% |
| 31 Mar, 21 | 261 | -6.79% |
| 31 Dec, 20 | 280 | 17.65% |
| 30 Sep, 20 | 238 | -6.67% |
| 30 Jun, 20 | 255 | -54.22% |
| 31 Mar, 20 | 557 | 3176.47% |
| 31 Dec, 19 | 17 | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 3 | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | -100.00% |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | -100.00% |
| 31 Dec, 16 | 1 | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | -100.00% |
| 31 Mar, 16 | 2 | - |
144 institutional shareholders have increased their position in WTRG stock as of 30 Jun 24 compared to 275 in the previous quarter (a -47.64% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 120 | -38.46% |
| 31 Mar, 24 | 195 | - |
| 31 Dec, 23 | 195 | -3.94% |
| 30 Sep, 23 | 203 | -6.45% |
| 30 Jun, 23 | 217 | - |
| 31 Mar, 23 | 217 | 9.05% |
| 31 Dec, 22 | 199 | 16.37% |
| 30 Sep, 22 | 171 | -9.52% |
| 30 Jun, 22 | 189 | - |
| 31 Mar, 22 | 189 | 11.18% |
| 31 Dec, 21 | 170 | -3.95% |
| 30 Sep, 21 | 177 | 0.57% |
| 30 Jun, 21 | 176 | -3.30% |
| 31 Mar, 21 | 182 | 8.33% |
| 31 Dec, 20 | 168 | -6.15% |
| 30 Sep, 20 | 179 | 6.55% |
| 30 Jun, 20 | 168 | 4100.00% |
| 31 Mar, 20 | 4 | - |
| 31 Dec, 19 | - | -100.00% |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | -100.00% |
| 30 Sep, 18 | 2 | 100.00% |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | -100.00% |
| 30 Jun, 17 | 1 | - |
| 31 Mar, 17 | 1 | - |
| 31 Dec, 16 | - | -100.00% |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | - | - |
120 institutional shareholders have reduced their position in WTRG stock as of 30 Jun 24 compared to 195 in the previous quarter (a -38.46% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 337 | -42.78% | 36,825,813 | -82.57% | 13.47% | 0.23% | 144 | -47.64% | 120 | -38.46% |
| 31 Mar, 24 | 589 | -4.69% | 211,317,716 | 3.54% | 77.30% | 1.32% | 275 | -15.12% | 195 | - |
| 31 Dec, 23 | 618 | 7.48% | 204,088,160 | 3.99% | 76.39% | 1.41% | 324 | 25.58% | 195 | -3.94% |
| 30 Sep, 23 | 575 | -6.81% | 196,260,560 | 4.50% | 73.57% | 1.46% | 258 | 5.31% | 203 | -6.45% |
| 30 Jun, 23 | 617 | -4.34% | 187,817,393 | -1.24% | 71.03% | 1.37% | 245 | -11.55% | 217 | - |
| 31 Mar, 23 | 645 | -0.77% | 190,179,984 | -1.18% | 71.99% | 1.34% | 277 | -11.22% | 217 | 9.05% |
| 31 Dec, 22 | 650 | 3.01% | 192,454,734 | 2.22% | 73.26% | 1.42% | 312 | 0.65% | 199 | 16.37% |
| 30 Sep, 22 | 631 | 0.64% | 188,281,433 | 0.91% | 71.80% | 1.42% | 310 | 12.32% | 171 | -9.52% |
| 30 Jun, 22 | 627 | -1.57% | 186,574,876 | 3.49% | 71.18% | 1.50% | 276 | -8.31% | 189 | - |
| 31 Mar, 22 | 637 | -0.62% | 180,274,768 | 2.99% | 68.82% | 1.54% | 301 | -7.95% | 189 | 11.18% |
| 31 Dec, 21 | 641 | 8.09% | 175,038,739 | 2.35% | 66.87% | 1.53% | 327 | 31.85% | 170 | -3.95% |
| 30 Sep, 21 | 593 | 0.85% | 171,021,525 | -0.83% | 66.09% | 1.44% | 248 | 4.20% | 177 | 0.57% |
| 30 Jun, 21 | 588 | -1.01% | 172,453,324 | 0.83% | 67.69% | 1.50% | 238 | -8.81% | 176 | -3.30% |
| 31 Mar, 21 | 594 | -0.17% | 171,039,377 | -1.12% | 67.19% | 1.45% | 261 | -6.79% | 182 | 8.33% |
| 31 Dec, 20 | 595 | 4.75% | 172,975,415 | 1.13% | 67.99% | 1.50% | 280 | 17.65% | 168 | -6.15% |
| 30 Sep, 20 | 568 | -0.53% | 171,035,373 | 3.35% | 67.26% | 1.59% | 238 | -6.67% | 179 | 6.55% |
| 30 Jun, 20 | 571 | -1.21% | 165,488,309 | 0.75% | 65.11% | 1.35% | 255 | -54.22% | 168 | 4100.00% |
| 31 Mar, 20 | 578 | 2790.00% | 164,254,099 | 39370.97% | 69.56% | 186598.03% | 557 | 3176.47% | 4 | - |
| 31 Dec, 19 | 20 | 566.67% | 416,139 | 4787.13% | 0.19% | 1421972.97% | 17 | - | - | -100.00% |
| 30 Sep, 19 | 3 | - | 8,515 | -1.16% | 0.00% | 23923.08% | - | - | 1 | - |
| 30 Jun, 19 | 3 | - | 8,615 | - | 0.00% | 16950.00% | - | -100.00% | - | - |
| 31 Mar, 19 | 3 | 50.00% | 8,615 | 19.30% | 0.00% | 29048.78% | 3 | - | - | - |
| 31 Dec, 18 | 2 | - | 7,221 | - | 0.00% | 24392.68% | - | - | - | -100.00% |
| 30 Sep, 18 | 2 | - | 7,221 | -4.57% | 0.00% | 22190.70% | - | - | 2 | 100.00% |
| 30 Jun, 18 | 2 | - | 7,567 | -1.30% | 0.00% | 22939.53% | - | - | 1 | - |
| 31 Mar, 18 | 2 | - | 7,667 | - | 0.00% | 23230.23% | - | -100.00% | - | - |
| 31 Dec, 17 | 2 | - | 7,667 | 95.29% | 0.00% | 88790.91% | 1 | - | - | - |
| 30 Sep, 17 | 2 | - | 3,926 | - | 0.00% | 45440.91% | - | - | - | -100.00% |
| 30 Jun, 17 | 2 | - | 3,926 | -2.48% | 0.00% | 42365.22% | - | - | 1 | - |
| 31 Mar, 17 | 2 | - | 4,026 | -2.42% | 0.00% | 42373.91% | - | -100.00% | 1 | - |
| 31 Dec, 16 | 2 | - | 4,126 | 6.34% | 0.00% | 48354.55% | 1 | - | - | -100.00% |
| 30 Sep, 16 | 2 | - | 3,880 | -2.51% | 0.00% | 44300.00% | - | - | 1 | - |
| 30 Jun, 16 | 2 | - | 3,980 | -2.45% | 0.00% | 42369.57% | - | -100.00% | 1 | - |
| 31 Mar, 16 | 2 | - | 4,080 | - | 0.00% | - | 2 | - | - | - |
Essential Utilities Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Essential Utilities's stock was made by RUBIN ROBERT A on Jul 02 2024, selling 2,342 shares at $37.43 per share (valued at $87.66K). The last insider buy of WTRG was made by Amato Elizabeth B on Mar 07 2024, buying 3,100 shares at $35.02 per share (worth $108.56K).
Essential Utilities Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 7 | 3 | 233.33% |
| Q1 2024 | 22 | 9 | 244.44% |
| Q4 2023 | 1 | - | - |
| Q2 2023 | 6 | 1 | 600.00% |
| Q1 2023 | 29 | 7 | 414.29% |
| Q4 2022 | 7 | 7 | 100.00% |
| Q3 2022 | 8 | - | - |
| Q2 2022 | 6 | - | - |
| Q1 2022 | 19 | 6 | 316.67% |
| Q4 2021 | 7 | 1 | 700.00% |
| Q3 2021 | 9 | 6 | 150.00% |
| Q2 2021 | 8 | 2 | 400.00% |
| Q1 2021 | 21 | 13 | 161.54% |
| Q4 2020 | 7 | 8 | 87.50% |
| Q3 2020 | 9 | 3 | 300.00% |
| Q2 2020 | 7 | 2 | 350.00% |
| Q1 2020 | 23 | 7 | 328.57% |
| Q4 2019 | 7 | 1 | 700.00% |
| Q3 2019 | 15 | - | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Essential Utilities's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | 1 | 2 | 50.00% |
| Q4 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 4 | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 4 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | - | 2 | - |
| Q1 2020 | 1 | 1 | 100.00% |
| Q4 2019 | - | - | - |
| Q3 2019 | 2 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Essential Utilities's stocks.
Essential Utilities Peer Ownership
WTRG Ownership FAQ
Who Owns Essential Utilities?
Essential Utilities is owned by institutional shareholders (13.47%), insiders (0.19%), and public (86.34%). The largest institutional shareholder of Essential Utilities is BLACKROCK INC. (11.28% of total shares) and the top mutual fund owner is PIONEER EQUITY INCOME FUND (1.17% of total shares).
Who are the major institutional shareholders of Essential Utilities?
Essential Utilities's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CANADA PENSION PLAN INVESTMENT BOARD, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and STATE STREET CORP. The top five shareholders own together 39.30% of the company's share outstanding.
How many Essential Utilities shareholders are there?
As of Jun 2024, there are 337 institutional shareholders of Essential Utilities.
What percentage of Essential Utilities is owned by BLACKROCK INC?
BLACKROCK INC owns 30.83M shares of Essential Utilities, representing 11.28% of the company's total shares outstanding, valued at $1.15B (as of Jun 2024).
What percentage of Essential Utilities is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 27.82M shares of Essential Utilities (WTRG), compromising 10.18% of the company, valued at $1.04B.
What percentage of Essential Utilities is owned by CANADA PENSION PLAN INVESTMENT BOARD?
CANADA PENSION PLAN INVESTMENT BOARD is the third largest holder of Essential Utilities. The company owns 21.66M of the company's shares outstanding (worth $808.61M).