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Disclosery

WTRG ESSENTIAL UTILS INC

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Stock (common), issuer CIK 78128

667 managers (684 13F filers) reported a position in WTRG shares at 2025-06-30, 220,621,473 shares in all. 70 filers opened a position and 67 filers sold out during the quarter.

Managers
667
13F filers
684
New
70
Added
285
Reduced
200
Sold out
67
Shares held by filers
220,621,473

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OSTRUM ASSET MANAGEMENT65,747$2.44M0.11%+48,69813F-HRTimeline
LBP AM SA64,233$2.39M0.03%013F-HRTimeline
FORSTA AP-FONDEN64,200$2.38M0.02%-6,10013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC64,102$2.38M0.03%+65313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC64,058$2.38M0.03%+57,14313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI62,200$2.31M0.37%-95213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…61,056$2.27M0.03%+7913F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC60,825$2.26M0.06%-2,86713F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS60,549$2.25M0.01%-2,15113F-HRTimelineGroup
Aquatic Capital Management LLC59,119$2.2M0.04%+50,29813F-HRTimeline
CenterBook Partners LP58,896$2.19M0.12%+47,31613F-HRTimeline
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC58,349$2.17M0.11%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC57,212$2.12M0.01%+9213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC53,820$2.06M<0.01%+28,38513F-HRTimelineGroup
BLB&B Advisors, LLC55,123$2.05M0.1%-1,69013F-HRTimeline
Cetera Investment Advisers53,691$1.99M<0.01%+5,95413F-HRTimeline
Bridgewater Advisors Inc.54,423$1.99M0.15%+62713F-HRTimeline
Waverly Advisors, LLC53,301$1.98M0.02%+2,13113F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND52,474$1.95M0.03%+1,10013F-HRTimeline
Federation des caisses Desjardins du Qu…52,246$1.94M0.01%+36,25713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC51,878$1.93M0.22%-76,84413F-HRTimelineGroup
Yaupon Capital Management LP50,000$1.86M0.12%new13F-HRTimeline
Polymer Capital Management (US) LLC48,940$1.82M0.3%new13F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD48,800$1.81M0.06%013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.47,978$1.78M1.71%-38213F-HRTimeline
SHELTON CAPITAL MANAGEMENT47,676$1.77M0.04%-1,84113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV47,548$1.77M0.36%-13,58013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC47,379$1.76M<0.01%-2,09613F-HRTimeline
Wilmington Savings Fund Society, FSB46,014$1.71M0.03%-7,62813F-HRTimeline
XPONANCE LLC44,642$1.66M0.01%+2,17213F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…43,789$1.63M0.02%+40,42713F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.43,572$1.62M0.01%-3,75813F-HRTimeline
Utah Retirement Systems42,692$1.59M0.02%+99413F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …41,168$1.53M0.01%-8,71113F-HRTimeline
J.W. COLE ADVISORS, INC.41,051$1.52M0.03%+10,89213F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd41,012$1.52M0.33%+26,27513F-HRTimelineGroup
Radnor Capital Management, LLC41,020$1.52M0.24%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,962$1.52M0.01%+1,75413F-HRTimelineGroup
Steward Partners Investment Advisory, L…40,625$1.51M0.01%+1,18813F-HRTimeline
Clear Harbor Asset Management, LLC39,954$1.48M0.11%+26013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS39,740$1.48M0.01%+1,60813F-HRTimeline
OP Asset Management Ltd39,554$1.47M0.02%-32,42313F-HR/ATimeline
Engineers Gate Manager LP38,759$1.44M0.02%+24,47313F-HRTimeline
AGP FRANKLIN, LLC38,510$1.43M0.76%+25,11613F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding37,855$1.41MnewTimeline
Generali Asset Management SPA SGR37,745$1.4M0.03%+1,38613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,729$1.4M0.01%+4,03213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV37,251$1.38M<0.01%+5,61613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,070$1.38M<0.01%+8213F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC36,572$1.36M<0.01%+3,99613F-HRTimelineGroup
Man Group plcin group Man Group plc35,999$1.34M<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,792$1.33M0.01%-27613F-HRTimeline
Investors Research Corp35,350$1.31M0.26%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC34,989$1.3M<0.01%-32,77313F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd34,514$1.28M0.03%new13F-HRTimeline
Secure Asset Management, LLC34,463$1.28M0.24%-17,99913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,064$1.27M<0.01%-6,69813F-HR/ATimelineGroup
OXFORD ASSET MANAGEMENT LLP33,680$1.25M0.41%new13F-HRTimeline
WEXFORD CAPITAL LP33,564$1.25M0.35%new13F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…33,005$1.23M<0.01%-11,89213F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN32,936$1.22M0.01%+76113F-HRTimeline
Northwest & Ethical Investments L.P.32,627$1.21M0.03%013F-HRTimeline
Addison Capital Co32,234$1.2M0.42%-89213F-HRTimeline
Pathway Financial Advisers, LLC32,181$1.2M0.39%-1,14113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC31,085$1.15M<0.01%+3,30013F-HR/ATimelineGroup
Elo Mutual Pension Insurance Co30,380$1.13M0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC29,905$1.11M0.01%-2,42113F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…29,547$1.1M0.02%-66113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC29,471$1.09M0.01%+13,91613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,398$1.09M+1,692Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.29,033$1.08M0.01%-1,33913F-HRTimelineGroup
NewEdge Advisors, LLC29,033$1.08M0.01%-64113F-HRTimeline
Advisors Asset Management, Inc.29,011$1.08M0.02%+12,61113F-HR/ATimeline
State of Alaska, Department of Revenue28,916$1.07M0.01%-69513F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY28,350$1.05M0.22%+4,75013F-HRTimeline
TFG Advisers LLC28,182$1.05M0.36%-58913F-HRTimeline
Moors & Cabot, Inc.27,923$1.04M0.05%-70113F-HRTimeline
PHILADELPHIA TRUST CO27,630$1.03M0.08%013F-HRTimeline
Koss-Olinger Consulting, LLC26,816$996K0.08%-81613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,742$993K<0.01%+4,96513F-HRTimelineGroup
Cullen Capital Management, LLC26,704$992K0.01%013F-HRTimeline
Lee Financial Co26,666$990K0.14%+2,51013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…26,620$989K0.01%-3,93913F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co26,457$983K0.06%+2313F-HRTimeline
CENTRAL TRUST Co26,426$981K0.02%+17513F-HRTimeline
apricus wealth, LLC26,262$975K0.57%013F-HRTimeline
Rodgers Brothers Inc.26,163$972K0.12%-43,55013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…26,161$972K0.01%-22413F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.26,104$970K<0.01%+1,27413F-HRTimelineGroup
BLACKHILL CAPITAL INC26,041$967K0.06%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,811$959K<0.01%+3,48913F-HRTimelineGroup
Sterling Investment Advisors, Ltd.25,808$959K0.21%-2,02213F-HRTimeline
Vise Technologies, Inc.25,802$958K0.04%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,724$955K0.02%+46913F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…24,843$923K0.01%new13F-HRTimelineGroup
Community Bank, N.A.24,706$917K0.12%+77813F-HRTimeline
Jain Global LLC24,612$914K0.01%new13F-HRTimeline
Haverford Trust Co24,095$895K0.01%-43613F-HRTimeline
BLAIR WILLIAM & CO/IL24,011$892K<0.01%+87813F-HRTimeline
CoreCommodity Management, LLC23,996$891K0.15%-44,88713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,967$890K<0.01%-3,18313F-HRTimelineGroup
Resolution Capital Ltd23,844$886K0.02%-13,10413F-HRTimeline
Key Financial Inc23,718$881K0.18%+4213F-HRTimeline
Ethic Inc.23,681$874K0.02%-37,89413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,421$870K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,256$864K<0.01%-75413F-HRTimeline
Godshalk Welsh Capital Management, Inc.22,961$853K0.53%-2,22513F-HRTimeline
Carnegie Investment Counsel22,033$818K0.02%+3613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC21,690$806K0.08%+12,78013F-HRTimeline
Holos Integrated Wealth LLC20,455$793K0.48%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,313$792K0.02%-29413F-HRTimeline
Aspire Private Capital, LLC21,176$786K0.18%013F-HRTimeline
EntryPoint Capital, LLC21,126$785K0.39%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.20,542$763K<0.01%-613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,364$756K<0.01%-19613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA19,776$734K<0.01%+9,86213F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC19,641$729K0.02%+54213F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,524$725K0.05%+20513F-HRTimeline
Atria Investments, Inc19,350$719K0.01%new13F-HRTimeline
Manchester Capital Management LLC19,186$713K0.09%-85113F-HRTimeline
TWINBEECH CAPITAL LP19,035$707K0.02%+8,27413F-HRTimeline
Penobscot Investment Management Company…18,975$705K0.06%013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC18,930$703K<0.01%+26713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding18,853$700K+515Timeline
QUADRANT CAPITAL GROUP LLC18,480$686K0.02%+1,00813F-HRTimeline
Sanctuary Advisors, LLC18,370$682K<0.01%+2,10313F-HRTimeline
Sterling Capital Management LLC18,347$681K0.01%+4,34813F-HR/ATimeline
Crossmark Global Holdings, Inc.18,084$672K0.01%+32313F-HRTimeline
Vinva Investment Management Ltd18,036$666K0.02%+10,81113F-HRTimeline
Foundations Investment Advisors, LLC17,816$662K0.01%-1513F-HRTimeline
Blossom Wealth Management17,685$657K1.16%+7013F-HRTimeline
KBC Group NVin group KBC Group NV17,554$652K<0.01%-5,50513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co17,430$647K0.01%-6,35013F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding17,430$647KnewTimeline
Continuum Advisory, LLC17,373$645K0.08%+5313F-HRTimeline
SIMPLEX TRADING, LLC17,295$642K0.02%-1,73613F-HRTimeline
Smithfield Trust Co17,269$642K0.03%013F-HRTimeline
Belpointe Asset Management LLC16,984$631K0.03%-7313F-HRTimeline
CIBC Asset Management Inc16,646$618K<0.01%+2,43013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,625$617K0.01%+1,99813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC16,361$608K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC16,359$608K<0.01%+3713F-HRTimeline
Dynamic Technology Lab Private Ltd16,316$606K0.08%-5,91113F-HRTimeline
INCEPTIONR LLC16,115$599K0.14%+8,23113F-HRTimeline
INGALLS & SNYDER LLC16,103$598K0.02%+2,64013F-HRTimeline
Lombard Odier Asset Management (Switzer…16,089$598K0.03%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC15,970$593K0.04%-7,67013F-HRTimeline
Westerkirk Capital Inc.15,900$591K0.07%13F-HRTimeline
First Pacific Financial15,702$583K0.09%-1,33613F-HRTimeline
CWM, LLCin group CWM, LLC15,687$583K<0.01%+3,94013F-HRTimelineGroup
Peoples Bank/KS15,586$579K0.39%-7013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS15,521$576K0.03%013F-HRTimeline
Loudon Investment Management, LLC15,463$574K0.32%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,179$564K<0.01%+94313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,130$562K<0.01%+41113F-HRTimelineGroup
EVERETT HARRIS & CO /CA/15,000$557K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.14,760$548K<0.01%-27413F-HRTimeline
Resurgent Financial Advisors LLC14,413$535K0.29%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC14,412$535K0.01%-61913F-HRTimeline
CHOREO, LLC14,170$526K0.01%+14313F-HRTimeline
111 Capital13,984$519K0.09%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV13,617$506K0.1%013F-HRTimeline
Red Door Wealth Management, LLC13,523$502K0.06%013F-HRTimeline
BRIGHTON JONES LLC13,483$501K0.01%-4,64613F-HRTimeline
MITCHELL SINKLER & STARR/PA13,167$489K0.23%-73113F-HRTimeline
Mediolanum International Funds Ltd13,118$484K0.01%+1,94313F-HRTimeline
M&G PLCin group M&G PLC13,025$482K<0.01%013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.12,960$481K0.02%+1,62913F-HRTimelineGroup
Metis Global Partners, LLC12,932$480K0.01%new13F-HRTimeline
ELCO Management Co., LLC12,896$479K0.25%-1,77413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,749$473K0.01%new13F-HRTimeline
Clean Yield Group12,729$473K0.14%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.12,661$470K0.02%013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC12,543$466K<0.01%-27,66813F-HRTimeline
Compound Planning, Inc.12,531$465K0.02%+1,06513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,510$465K0.02%-31,44213F-HRTimelineGroup
Oak Thistle LLC12,488$464K0.07%-16,03713F-HRTimeline
Modera Wealth Management, LLC12,341$458K0.01%-50113F-HRTimeline
IEQ CAPITAL, LLC12,333$458K<0.01%+6413F-HRTimeline
Quaker Wealth Management, LLC12,259$455K0.15%new13F-HRTimeline
Pullen Investment Management, LLC12,139$451K0.27%-14813F-HRTimeline
Capital Market Strategies LLC12,100$449K0.31%-2,00013F-HRTimeline
AE Wealth Management LLC12,070$448K<0.01%+1,81613F-HRTimeline
WealthTrust Axiom LLC12,048$447K0.13%013F-HRTimeline
Gitterman Wealth Management, LLC11,961$444K0.1%+44613F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD11,785$438K<0.01%013F-HRTimeline
Independent Advisor Alliance11,782$438K0.01%+98013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,711$435K<0.01%+68413F-HR/ATimelineGroup
Bernardo Wealth Planning LLC11,626$432K0.09%+29613F-HRTimeline
FARMERS TRUST CO11,493$427K0.08%013F-HRTimeline
Sciencast Management LP11,349$422K0.09%new13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG11,209$416K<0.01%+5,52113F-HRTimelineGroup
Gulf International Bank (UK) Ltd11,154$414K0.01%-4,17713F-HRTimeline
SS&H Financial Advisors, Inc.11,074$411K0.14%013F-HRTimeline
Dorsey & Whitney Trust CO LLC11,054$411K0.02%+1,98313F-HRTimeline
EagleClaw Capital Managment, LLC11,052$410K0.06%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,046$410K+386Timeline
GSA CAPITAL PARTNERS LLP10,981$408K0.03%new13F-HRTimeline
Coastal Bridge Advisors, LLC10,965$407K0.03%+113F-HRTimeline
CIBC WORLD MARKETS CORP10,900$405K<0.01%-97113F-HRTimeline