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Disclosery

WTRG ESSENTIAL UTILS INC

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Stock (common), issuer CIK 78128

609 managers (622 13F filers) reported a position in WTRG shares at 2024-12-31, 217,740,431 shares in all. 43 filers opened a position and 65 filers sold out during the quarter.

Managers
609
13F filers
622
New
43
Added
184
Reduced
254
Sold out
65
Shares held by filers
217,740,431

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SHELTON CAPITAL MANAGEMENT49,711$1.81M0.04%-39213F-HRTimeline
Weaver C. Barksdale & Associates, Inc.49,508$1.8M1.72%-1,23413F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD48,800$1.77M0.06%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA48,773$1.77M0.01%-3,10813F-HRTimelineGroup
Waverly Advisors, LLC46,797$1.7M0.03%+2,21813F-HRTimeline
Krilogy Financial LLC45,969$1.67M0.11%-72313F-HRTimeline
Secure Asset Management, LLC45,332$1.65M0.25%+4,92013F-HRTimeline
Cetera Investment Advisers44,772$1.63M<0.01%-1,19713F-HRTimeline
Bridgewater Advisors Inc.47,334$1.61M0.17%-813F-HRTimeline
XPONANCE LLC42,397$1.54M0.01%+3,24913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…42,324$1.54M0.01%+22,42213F-HRTimelineGroup
Utah Retirement Systems41,698$1.51M0.02%013F-HRTimeline
Tredje AP-fonden40,820$1.48M0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,553$1.47M<0.01%-11,93513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP40,196$1.46M<0.01%-2,50713F-HRTimelineGroup
Clear Harbor Asset Management, LLC38,819$1.41M0.11%-1,87513F-HRTimeline
Steward Partners Investment Advisory, L…38,652$1.4M0.01%+35613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,981$1.34M-3,028Timeline
Pacer Advisors, Inc.36,835$1.34M<0.01%-8,22313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,986$1.32M<0.01%-21513F-HRTimelineGroup
Generali Asset Management SPA SGR35,531$1.29M0.03%13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,557$1.29M<0.01%-3,39213F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,549$1.29M0.01%-66813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,386$1.29M0.01%-5,87513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A35,378$1.28M<0.01%-1,56013F-HRTimelineGroup
USS Investment Management Ltd34,900$1.27M0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.34,149$1.24M0.02%-9,07813F-HRTimelineGroup
Pathway Financial Advisers, LLC33,487$1.22M0.41%-1,221,99613F-HRTimeline
Sequoia Financial Advisors, LLC32,565$1.18M0.01%+5,15213F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV32,473$1.18M<0.01%-3,08913F-HRTimeline
Addison Capital Co32,088$1.17M0.46%-1,56113F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN31,868$1.16M0.01%+23013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,380$1.1M0.01%-2,96013F-HRTimelineGroup
TFG Advisers LLC29,917$1.09M0.39%-1,06613F-HRTimeline
NewEdge Advisors, LLC29,144$1.06M0.01%+26,51713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…29,031$1.05M0.01%-2,47813F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV28,891$1.05M0.24%+12,97613F-HRTimeline
State of Alaska, Department of Revenue28,811$1.05M0.01%-44513F-HRTimeline
Sterling Investment Advisors, Ltd.28,414$1.03M0.25%+1,95513F-HRTimeline
JMAC ENTERPRISES LLC28,357$1.03M0.16%+4313F-HRTimeline
PHILADELPHIA TRUST CO27,630$1M0.07%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,451$997K<0.01%+9,47013F-HRTimeline
Engineers Gate Manager LP27,443$997K0.02%-48,05413F-HRTimeline
Haverford Trust Co27,186$987K0.01%+1,61313F-HRTimeline
Lee Financial Co27,156$986K0.14%-43513F-HRTimeline
Aquatic Capital Management LLC27,078$983K0.03%-4,82213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC26,932$978K<0.01%+8513F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…26,435$960K0.01%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co26,411$959K0.06%+6,53013F-HRTimeline
apricus wealth, LLC26,262$954K0.62%013F-HRTimeline
BLACKHILL CAPITAL INC26,041$946K0.05%013F-HRTimeline
Continuum Advisory, LLC26,032$945K0.12%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.25,661$932K0.6%-25013F-HRTimeline
Moors & Cabot, Inc.25,163$914K0.04%+38313F-HRTimeline
CENTRAL TRUST Co24,851$903K0.02%-1,25013F-HRTimeline
BLAIR WILLIAM & CO/IL24,652$895K<0.01%+28513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.23,743$862K<0.01%-18013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth23,653$859K<0.01%+4,02113F-HR/ATimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC23,640$859K0.06%new13F-HRTimeline
Key Financial Inc23,636$858K0.2%+3913F-HRTimeline
Community Bank, N.A.23,624$858K0.11%-41013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,388$849K0.02%-1,78413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC23,302$846K0.02%-32713F-HRTimeline
Northwest & Ethical Investments L.P.22,980$835K0.02%-37,26313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC21,483$823K<0.01%-2,11513F-HRTimelineGroup
KBC Group NVin group KBC Group NV22,255$809K<0.01%+4,30713F-HRTimelineGroup
Vestcor Inc21,571$783K0.03%+1,33213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY21,500$781K0.16%+3,50013F-HRTimeline
Carnegie Investment Counsel21,397$777K0.02%-1,61913F-HRTimeline
Aspire Private Capital, LLC21,176$769K0.19%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20,934$760K0.14%-30113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.20,711$752K<0.01%-5,76913F-HRTimelineGroup
Elo Mutual Pension Insurance Co20,672$751K0.02%-2,23313F-HRTimeline
Holos Integrated Wealth LLC20,455$743K0.51%13F-HRTimeline
Sanctuary Advisors, LLC20,841$739K<0.01%-3,51813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,027$736K<0.01%-10013F-HRTimelineGroup
Gulf International Bank (UK) Ltd19,596$711K0.02%-48113F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,527$709K0.05%+31713F-HRTimeline
J.W. COLE ADVISORS, INC.19,460$707K0.03%+1313F-HRTimeline
Quantinno Capital Management LP19,327$702K0.01%+7,17113F-HRTimeline
Belpointe Asset Management LLC17,895$698K0.04%-5813F-HRTimeline
Advisors Asset Management, Inc.19,192$697K0.01%-35213F-HR/ATimeline
SECURIAN ASSET MANAGEMENT, INC19,099$694K0.02%-47913F-HRTimeline
CenterBook Partners LP19,029$691K0.04%-29,85713F-HRTimeline
Penobscot Investment Management Company…18,975$689K0.06%013F-HRTimeline
Crossmark Global Holdings, Inc.17,844$648K0.01%-62213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding17,727$643K-527Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,643$641K<0.01%-59213F-HRTimelineGroup
BRIGHTON JONES LLC17,563$638K0.02%new13F-HR/ATimeline
Smithfield Trust Co17,269$628K0.03%013F-HRTimeline
Cullen Capital Management, LLC17,277$628K0.01%-5,18913F-HRTimeline
First Pacific Financial16,879$613K0.14%-2313F-HRTimeline
AE Wealth Management LLC16,613$603K0.01%+2,36813F-HRTimeline
Peoples Bank/KS16,446$597K0.41%-14313F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…16,409$596K0.02%013F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC16,290$592K0.05%-2,94013F-HRTimeline
INCEPTIONR LLC16,169$587K0.13%new13F-HRTimeline
Lombard Odier Asset Management (Switzer…16,089$584K0.04%013F-HRTimeline
Wealthspire Advisors, LLC15,995$581K0.01%+64513F-HRTimeline
OSSIAM15,993$581K0.01%-16,04013F-HRTimeline
Blossom Wealth Management15,850$576K1.11%+1,07013F-HRTimeline
Loudon Investment Management, LLC15,463$562K0.32%013F-HRTimeline
CHOREO, LLC15,155$550K0.01%-1,28613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,996$545K<0.01%-1,16313F-HRTimelineGroup
Sterling Capital Management LLC14,924$542K0.01%+5,32413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,813$538K0.05%-18,43413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,715$534K<0.01%-44013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,710$534K0.01%+7,68213F-HRTimelineGroup
Resurgent Financial Advisors LLC14,413$523K0.31%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC14,412$523K0.01%013F-HRTimeline
MITCHELL SINKLER & STARR/PA14,378$522K0.14%-1,14013F-HRTimeline
Capital Market Strategies LLC14,100$512K0.29%+8,80013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co14,095$512K0.02%013F-HRTimelineGroup
CIBC Asset Management Inc14,066$511K<0.01%-17713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,062$511K<0.01%-1,229,42213F-HRTimelineGroup
Mediolanum International Funds Ltd14,013$506K0.01%+4,59913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV13,872$504K0.11%-30013F-HRTimeline
Atria Wealth Solutions, Inc.13,864$504K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.13,855$503K<0.01%-1,85813F-HRTimeline
Atom Investors LP13,746$499K0.06%-216,59813F-HRTimeline
CWM, LLCin group CWM, LLC13,712$498K<0.01%+1,71713F-HRTimelineGroup
Red Door Wealth Management, LLC13,523$491K0.08%new13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC13,451$489K0.16%new13F-HRTimeline
Tradewinds Capital Management, LLC13,408$487K0.13%+113F-HRTimeline
Clean Yield Group13,270$482K0.15%-25013F-HRTimeline
Modera Wealth Management, LLC13,121$477K0.01%-15,37813F-HRTimeline
EVERETT HARRIS & CO /CA/13,000$472K0.01%new13F-HRTimeline
M&G PLCin group M&G PLC13,025$469K<0.01%013F-HRTimelineGroup
Illinois Municipal Retirement Fund12,828$466K0.01%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.12,661$460K0.02%+1,51613F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.12,510$454K<0.01%-1,49113F-HRTimeline
INGALLS & SNYDER LLC12,463$453K0.02%-42513F-HRTimeline
Kathmere Capital Management, LLC12,302$447K0.04%-1,88913F-HRTimeline
AGP FRANKLIN, LLC12,119$440K0.27%13F-HRTimeline
IEQ CAPITAL, LLC12,081$439K<0.01%+7113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,832$430K0.01%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,802$429K-373Timeline
CIBC WORLD MARKETS CORP11,765$427K<0.01%-3,37713F-HRTimeline
FARMERS TRUST CO11,652$423K0.08%-31813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,622$422K0.03%new13F-HRTimeline
ELCO Management Co., LLC11,552$420K0.22%-6,95013F-HRTimeline
EASTERN BANK11,250$409K0.01%-38,03013F-HRTimeline
SS&H Financial Advisors, Inc.11,074$403K0.15%013F-HRTimeline
EagleClaw Capital Managment, LLC11,052$401K0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,028$401K<0.01%+61713F-HRTimelineGroup
Koss-Olinger Consulting, LLC11,010$400K0.04%new13F-HRTimeline
TrinityPoint Wealth, LLC10,963$398K0.06%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,927$397K0.01%013F-HRTimelineGroup
HB Wealth Management, LLC10,919$397K<0.01%+85613F-HRTimeline
OMERS ADMINISTRATION Corp10,858$394K<0.01%-5,37113F-HRTimeline
Fieldview Capital Management, LLC10,727$390K0.06%13F-HRTimeline
Institute for Wealth Management, LLC.10,701$389K0.05%-17513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,696$389K<0.01%+67013F-HRTimeline
Independent Advisor Alliance10,695$388K0.01%new13F-HRTimeline
Manchester Capital Management LLC10,668$387K0.04%+1,39813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.10,529$382K0.02%-59513F-HRTimelineGroup
Town & Country Bank & Trust CO dba Firs…10,306$374K0.15%013F-HRTimeline
Gitterman Wealth Management, LLC10,243$372K0.16%+1,02013F-HRTimeline
Pullen Investment Management, LLC10,149$369K0.24%-1,65913F-HRTimeline
Code Waechter LLC10,089$366K0.32%-87913F-HRTimeline
Bleakley Financial Group, LLC10,006$363K0.01%-46513F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…9,985$363K<0.01%new13F-HRTimelineGroup
First Affirmative Financial Network9,994$363K0.21%+35113F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC9,947$361K0.41%13F-HR/ATimeline
Bernardo Wealth Planning LLC10,451$356K0.09%+313F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC9,767$355K0.09%-62613F-HRTimeline
Edgestream Partners, L.P.9,744$354K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC9,526$346K0.06%-43613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,515$346K0.01%-78713F-HRTimeline
Dorsey & Whitney Trust CO LLC9,362$340K0.02%+60013F-HRTimeline
EP Wealth Advisors, LLC9,229$335K<0.01%-35413F-HRTimeline
Marcum Wealth, LLC9,189$334K0.03%+5613F-HRTimeline
Procyon Advisors, LLC9,147$332K0.02%-1,25813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA9,141$332K<0.01%-3,45013F-HR/ATimelineGroup
Foundations Investment Advisors, LLC9,092$330K0.01%+18513F-HRTimeline
Mendel Money Management9,080$330K0.15%+4013F-HRTimeline
Compound Planning, Inc.8,973$326K0.02%-42713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,959$325K0.01%+3313F-HRTimelineGroup
Welch & Forbes LLC8,854$322K<0.01%-26513F-HRTimeline
SIGNATUREFD, LLC8,813$320K0.01%-31113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,557$311K<0.01%-1,82013F-HRTimelineGroup
CAISSE DES DEPOTS ET CONSIGNATIONS8,551$311K0.02%13F-HRTimeline
Caprock Group, LLC8,529$310K0.01%-21413F-HRTimeline
Machina Capital S.A.S.8,307$302K0.13%+2,22013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP8,266$300K0.01%new13F-HRTimelineGroup
O'Brien Greene & Co. Inc8,114$295K0.1%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…8,100$294K0.02%013F-HRTimeline
CW Advisors, LLC8,020$291K<0.01%new13F-HRTimeline
SEEDS INVESTOR LLC8,012$291K0.08%+64113F-HRTimeline
HBK Sorce Advisory LLC7,945$289K0.01%+40913F-HRTimeline
Fulton Bank, N.A.7,931$288K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,911$287K0.03%+313F-HRTimeline
Birch Hill Investment Advisors LLC7,844$285K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,839$285K0.02%013F-HRTimeline
GSG Advisors LLC7,808$284K0.09%-82013F-HRTimeline
LaSalle St. Investment Advisors, LLC7,757$281K0.09%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,728$281K<0.01%+86313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC7,664$278K<0.01%-15,53713F-HRTimeline
Vise Technologies, Inc.7,652$278K0.02%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…7,625$277K<0.01%-4,77913F-HRTimelineGroup