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Disclosery

WTRG ESSENTIAL UTILS INC

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Stock (common), issuer CIK 78128

672 managers (698 13F filers) reported a position in WTRG shares at 2026-03-31, 216,642,027 shares in all. 73 filers opened a position and 77 filers sold out during the quarter.

Managers
672
13F filers
698
New
73
Added
220
Reduced
250
Sold out
77
Shares held by filers
216,642,027

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Waverly Advisors, LLC58,269$2.35M0.02%+86313F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND57,988$2.34M0.03%+1,80013F-HRTimeline
OSTRUM ASSET MANAGEMENT56,607$2.28M0.13%-70,90813F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC53,223$2.14M0.45%-2,70713F-HRTimeline
Secure Asset Management, LLC53,138$2.14M0.34%+2,85413F-HRTimeline
Private Advisor Group, LLC52,547$2.12M0.01%-13,13013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA50,590$2.04M<0.01%+20,07213F-HRTimelineGroup
CWM, LLCin group CWM, LLC50,380$2.03M0.01%+11,95913F-HRTimelineGroup
Bridgewater Advisors Inc.54,481$2.02M0.12%-12313F-HRTimeline
Advisors Asset Management, Inc.49,261$1.98M0.03%-6,35813F-HRTimeline
CenterBook Partners LP47,362$1.91M0.1%+25,85913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP46,700$1.88M<0.01%-18,28113F-HRTimelineGroup
Corient Private Wealth LPgroup of 2 filers holding46,011$1.85M+494Timeline
HEARTLAND ADVISORS INC45,915$1.85M0.09%+43213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,727$1.84M<0.01%-7,35713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC45,626$1.84M<0.01%+3,49313F-HRTimeline
Utah Retirement Systems45,469$1.83M0.02%-75713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …45,031$1.81M<0.01%-520,59813F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co45,000$1.81M0.01%013F-HRTimeline
Generali Asset Management SPA SGR44,735$1.8M0.04%+2,31413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC43,334$1.75M0.01%-7,21113F-HRTimeline
MANGROVE PARTNERS IM, LLC42,999$1.73M0.14%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT42,676$1.72M0.04%-5,00013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC42,522$1.71M0.01%+3,08313F-HRTimelineGroup
Weaver C. Barksdale & Associates, Inc.42,466$1.71M1.63%+2,40513F-HRTimeline
CoreCommodity Management, LLC42,109$1.7M0.32%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP41,433$1.67M0.1%new13F-HRTimeline
BLB&B Advisors, LLC41,228$1.66M0.07%-11,74813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,829$1.64M0.01%-2,78813F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth40,331$1.62M<0.01%+8,74913F-HRTimelineGroup
Radnor Capital Management, LLC40,060$1.61M0.24%013F-HRTimeline
Sequoia Financial Advisors, LLC39,274$1.58M0.01%-5,18613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,009$1.57M<0.01%+8,95813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,713$1.56M<0.01%-1,370,44713F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC38,108$1.53M0.12%+14,73613F-HRTimeline
Olympiad Research LP37,813$1.52M4.64%+11,75713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,572$1.51M0.01%+7,43213F-HRTimelineGroup
Clear Harbor Asset Management, LLC37,344$1.5M0.1%-21513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,171$1.5M0.01%+90213F-HRTimelineGroup
NewEdge Advisors, LLC36,901$1.49M0.01%+1,27213F-HR/ATimeline
TEACHER RETIREMENT SYSTEM OF TEXAS36,696$1.48M0.01%+27,42313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC35,986$1.45M<0.01%+2,41713F-HRTimelineGroup
Catalyst Funds Management Pty Ltd35,800$1.44M0.24%+28,20013F-HRTimeline
J.W. COLE ADVISORS, INC.35,736$1.44M0.05%-2,65113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,577$1.43M0.01%-1,62213F-HRTimeline
Steward Partners Investment Advisory, L…35,402$1.43M0.01%-1,20813F-HRTimeline
PINEBRIDGE INVESTMENTS LLC35,295$1.42M0.01%+22,97613F-HRTimeline
CHRISTINE MESSMER PC35,250$1.42M0.91%+2,75613F-HRTimeline
Atria Investments, Inc35,198$1.42M0.02%+1,09213F-HRTimeline
XPONANCE LLC35,073$1.41M0.01%-7,24113F-HRTimeline
Investors Research Corp34,650$1.4M0.27%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY34,350$1.38M0.27%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP34,122$1.37M0.01%+15,98613F-HRTimelineGroup
AGP FRANKLIN, LLC33,849$1.36M0.68%-4,93813F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC33,762$1.36M0.03%-35013F-HRTimeline
Pacer Advisors, Inc.33,602$1.35M<0.01%-24213F-HR/ATimeline
PHILADELPHIA TRUST CO32,464$1.31M0.09%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding32,408$1.31M-57,151Timeline
Trium Capital LLP31,621$1.27M0.92%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pathway Financial Advisers, LLC31,449$1.27M0.36%-47013F-HRTimeline
Moors & Cabot, Inc.30,908$1.24M0.05%+90313F-HRTimeline
Addison Capital Co29,978$1.21M0.21%-64513F-HRTimeline
Vise Technologies, Inc.30,966$1.19M0.02%013F-HRTimeline
State of Alaska, Department of Revenue28,450$1.15M0.01%+40513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.27,825$1.12M<0.01%13F-HRTimelineGroup
Lee Financial Co27,109$1.09M0.15%-11213F-HRTimeline
Cullen Capital Management, LLC26,902$1.08M0.01%+1,70113F-HRTimeline
SG Americas Securities, LLC26,903$1.08M<0.01%-26,13413F-HRTimeline
Pine Valley Investments Ltd Liability Co26,874$1.08M0.05%-18813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…26,545$1.07M<0.01%013F-HRTimeline
apricus wealth, LLC26,262$1.06M0.52%013F-HRTimeline
BLACKHILL CAPITAL INC26,041$1.05M0.05%013F-HRTimeline
Sterling Investment Advisors, Ltd.25,908$1.04M0.19%-1,00013F-HRTimeline
Perigon Wealth Management, LLC25,755$1.04M0.02%+76813F-HRTimeline
PW Nova Financial Services LLC25,365$1.02M0.26%+1,47013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…25,261$1.02M<0.01%-69,35613F-HRTimelineGroup
Key Financial Inc25,209$1.02M0.18%+1,40713F-HRTimeline
Polar Asset Management Partners Inc.25,000$1.01M0.02%013F-HRTimeline
Rodgers Brothers Inc.24,813$999K0.12%-1,35013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,678$994K0.01%-1,08913F-HRTimelineGroup
Schonfeld Strategic Advisors LLC24,583$990K0.01%+17,03913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,531$988K0.01%+13,89913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,252$977K0.02%-2,26513F-HRTimelineGroup
Hamrick Investment Counsel, llc23,908$963K0.53%+84213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC23,864$961K0.01%-32,72913F-HRTimeline
Lloyd Advisory Services, LLC.23,137$932K0.27%new13F-HRTimeline
Kingdom Financial Group LLC.23,137$932K0.27%-13213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.22,871$921K0.01%+3,03013F-HRTimeline
Ethic Inc.22,513$907K0.01%+74313F-HRTimeline
Aspire Private Capital, LLC21,176$853K0.19%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC20,858$840K0.03%+30913F-HRTimeline
Holos Integrated Wealth LLC20,455$828K0.42%013F-HRTimeline
BLAIR WILLIAM & CO/IL20,477$825K<0.01%+41113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20,359$820K0.12%013F-HRTimeline
Aigen Investment Management, LP20,239$815K0.21%new13F-HRTimeline
IFM Investors Pty Ltd20,049$807K0.01%-53,43713F-HRTimeline
Summit Financial, LLC20,027$806K0.01%+1113F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,915$802K0.04%+2,22313F-HRTimeline
Koss-Olinger Consulting, LLC19,901$801K0.07%-64213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co19,898$801K0.01%-6613F-HRTimelineGroup
Haverford Trust Co19,514$786K0.01%-2,57713F-HRTimeline
QUADRANT CAPITAL GROUP LLC19,457$784K0.02%-6,75313F-HR/ATimeline
Virtue Capital Management, LLC19,155$783K0.12%+13,67113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.19,365$780K<0.01%-5013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT, LLC.19,321$778K0.12%+2,25013F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…19,240$774K0.05%-49313F-HRTimelineGroup
Penobscot Investment Management Company…18,975$764K0.06%013F-HRTimeline
Costello Asset Management, INC18,970$764K0.26%-8413F-HRTimeline
Farther Finance Advisors, LLC18,732$761K0.01%+2,99213F-HRTimeline
Summit Trail Advisors, LLC18,797$757K0.01%+6,49513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,640$751K<0.01%-5,27213F-HRTimelineGroup
Brooklyn Investment Group18,564$748K0.02%+6,96013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS18,562$747K<0.01%-48,61813F-HRTimelineGroup
Crossmark Global Holdings, Inc.18,229$734K0.01%-7013F-HRTimeline
HB Wealth Management, LLC18,204$733K<0.01%+3,10613F-HRTimeline
Kiker Wealth Management, LLC17,945$723K0.35%new13F-HRTimeline
Belpointe Asset Management LLC17,346$699K0.03%+18413F-HRTimeline
Smithfield Trust Co17,269$696K0.03%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,090$691K<0.01%-75,73813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC16,967$683K<0.01%-1,57113F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC16,832$678K0.04%+86213F-HRTimeline
Greenland Capital Management LP16,610$669K0.13%-431,75713F-HRTimeline
Wealthspire Advisors, LLC16,487$664K0.01%-2,91813F-HRTimeline
EVERETT HARRIS & CO /CA/16,000$644K0.01%013F-HRTimeline
Loudon Investment Management, LLC15,463$623K0.34%013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/15,204$612K0.44%013F-HRTimeline
Blossom Wealth Management15,069$607K0.9%-80513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding15,035$605K-484Timeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…14,832$597K0.01%-3,87113F-HRTimelineGroup
Siemens Fonds Invest GmbH14,725$593K0.03%-3,89213F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,713$592K0.02%+19513F-HRTimeline
First Pacific Financial14,693$592K0.08%-24713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC14,370$588K0.01%013F-HRTimeline
Holocene Advisors, LP14,539$585K<0.01%-109,60513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,516$585K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,477$583K<0.01%+15213F-HRTimelineGroup
Resurgent Financial Advisors LLC14,413$580K0.21%013F-HRTimeline
D.A. DAVIDSON & CO.14,328$577K<0.01%-86613F-HRTimeline
Kathmere Capital Management, LLC14,299$576K0.04%-23313F-HRTimeline
INGALLS & SNYDER LLC14,210$572K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,186$571K<0.01%-5113F-HRTimelineGroup
First Business Financial Services, Inc.14,146$570K0.05%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,125$569K<0.01%+22913F-HRTimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…14,077$567K0.14%-68,85613F-HRTimelineGroup
Machina Capital S.A.S.14,019$565K0.11%new13F-HRTimeline
Merit Financial Group, LLC13,849$558K<0.01%+5,67713F-HRTimeline
Peoples Bank/KS13,577$547K0.55%-22613F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP13,552$546K0.05%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,525$545K0.01%+25913F-HRTimeline
Red Door Wealth Management, LLC13,523$545K0.06%-1413F-HRTimeline
Integrated Wealth Concepts LLC13,471$542K<0.01%new13F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS13,247$533K0.02%-4,34913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP12,903$530K<0.01%+39413F-HRTimeline
Alan B Lancz & Associates, Inc.12,784$515K0.5%013F-HRTimeline
Clean Yield Group12,729$513K0.14%013F-HRTimeline
IEQ CAPITAL, LLC12,469$502K<0.01%+28313F-HRTimeline
Versor Investments LP12,413$500K1.22%-24,87813F-HRTimeline
Pullen Investment Management, LLC12,381$499K0.25%+62013F-HRTimeline
Compass Ion Advisors, LLC12,257$494K0.05%new13F-HRTimeline
Quantbot Technologies LP12,211$492K0.02%new13F-HRTimeline
Korea Investment CORP12,119$488K<0.01%-138,92913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,068$486K0.01%+3,66613F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA11,912$480K0.22%-12513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…11,585$476K0.01%-25,32713F-HRTimelineGroup
ELCO Management Co., LLC11,743$473K0.23%+3,57313F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,436$461K0.27%-7,27513F-HRTimeline
WealthTrust Axiom LLC11,420$460K0.11%013F-HRTimeline
&PARTNERS11,224$452K<0.01%-51913F-HRTimeline
Empowered Funds, LLC11,197$451K<0.01%new13F-HR/ATimeline
Compound Planning, Inc.11,186$450K0.01%-42713F-HRTimeline
EagleClaw Capital Managment, LLC11,052$445K0.06%013F-HRTimeline
HBK Sorce Advisory LLC11,829$443K0.01%+3,22513F-HRTimeline
Quaker Wealth Management, LLC10,963$441K0.14%-30113F-HRTimeline
Coastal Bridge Advisors, LLC10,944$441K0.03%+8713F-HRTimeline
FARMERS TRUST CO10,912$439K0.07%-82713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10,897$439K0.01%+2,29813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independent Advisor Alliance10,889$438K<0.01%+9613F-HRTimeline
CIBC Asset Management Inc10,871$438K<0.01%-9,37513F-HRTimeline
Bleakley Financial Group, LLC10,810$435K0.01%+34313F-HRTimeline
Dorsey & Whitney Trust CO LLC10,809$435K0.02%+213F-HRTimeline
Bernardo Wealth Planning LLC10,796$435K0.09%-30713F-HRTimeline
Ridgewood Investments LLC10,666$430K0.18%13F-HRTimeline
GAMMA Investing LLC10,521$424K0.02%-24613F-HRTimeline
CHASE INVESTMENT COUNSEL CORP10,523$423K0.11%+46213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,453$421K0.01%013F-HRTimeline
Sanctuary Advisors, LLC10,429$420K<0.01%-78313F-HRTimeline
SEEDS INVESTOR LLC10,614$419K0.06%+74013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,238$412K0.01%+3113F-HRTimelineGroup
TD Waterhouse Canada Inc.10,052$408K<0.01%+8,40313F-HRTimeline
Community Bank, N.A.10,083$406K0.05%-15,38513F-HRTimeline
Institute for Wealth Management, LLC.9,972$402K0.04%-9013F-HRTimeline
OMERS ADMINISTRATION Corp9,685$390K<0.01%+37313F-HRTimeline
Sterling Capital Management LLC9,583$386K0.01%-7,04313F-HRTimeline
First Affirmative Financial Network9,577$386K0.15%13F-HR/ATimeline
CENTRAL TRUST Co9,464$381K0.01%-1,46513F-HRTimeline
Mendel Money Management9,340$376K0.16%013F-HRTimeline
Foundations Investment Advisors, LLC9,286$374K<0.01%-4113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,159$369K<0.01%-2,77213F-HRTimelineGroup
Modern Wealth Management, LLC9,039$367K0.01%+1413F-HRTimeline
Glen Eagle Advisors, LLC9,107$367K0.05%-10013F-HRTimeline