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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
Lindenwold Advisors, INC7,625$277K0.15%-30513F-HRTimeline
Apella Capital, LLC7,580$275K0.01%-1,00013F-HRTimeline
PINNACLE ASSOCIATES LTD7,537$274K<0.01%013F-HRTimeline
Cresset Asset Management, LLC7,320$266K<0.01%-5,96613F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC7,313$266K0.03%-27713F-HRTimelineGroup
Investment Management Corp of Ontario7,221$262K0.01%-1,40013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,198$261K<0.01%-34713F-HRTimelineGroup
GREENLEAF TRUST7,104$258K<0.01%-25513F-HRTimeline
RTD Financial Advisors, Inc.7,103$258K0.03%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,099$258K<0.01%-29313F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,966$253K0.02%-69713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,915$251K<0.01%-75913F-HRTimeline
W.H. Cornerstone Investments Inc.6,837$248K0.17%-1,40913F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,835$248K0.06%013F-HRTimeline
Advisors Capital Management, LLC6,790$247K<0.01%013F-HRTimeline
Aigen Investment Management, LP6,781$246K0.04%-23,25413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,736$245K0.01%new13F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.6,744$245K0.11%+613F-HRTimeline
Providence Wealth Advisors, LLC6,835$244K0.19%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,649$241K0.02%-913F-HRTimelineGroup
Integrated Wealth Concepts LLC6,594$240K<0.01%+69613F-HRTimeline
Anchor Investment Management, LLC6,495$236K0.02%+2513F-HRTimeline
Sigma Planning Corp6,470$235K0.01%-1,68013F-HRTimeline
Tower Wealth Partners, Inc.6,429$234K0.12%-40013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,342$230K0.02%+28913F-HRTimeline
Cetera Trust Company, N.A6,325$230K0.15%+1,86013F-HRTimeline
MONECO ADVISORS, LLC6,267$228K0.02%+7913F-HR/ATimeline
MIdWestOne Financial Group, Inc.6,250$227K0.03%013F-HRTimeline
Fulcrum Capital LLC6,250$227K0.05%013F-HRTimeline
YHB Investment Advisors, Inc.6,235$226K0.02%-1,53513F-HRTimeline
Quantum Portfolio Management LLC6,196$225K0.12%new13F-HRTimeline
Federation des caisses Desjardins du Qu…6,106$222K<0.01%-20913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…5,930$215K0.16%013F-HRTimeline
PROFUND ADVISORS LLC5,779$210K0.01%-1,02113F-HRTimeline
Rafferty Asset Management, LLC5,770$210K<0.01%-3513F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG5,688$207K<0.01%013F-HRTimelineGroup
Clark Capital Management Group, Inc.5,606$204K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC5,538$201K0.03%-13,48713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,535$201K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,461$198K0.01%-5513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,339$194K<0.01%013F-HRTimelineGroup
MAI Capital Management5,320$193K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,318$193K0.02%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,255$191K<0.01%+1,48013F-HRTimelineGroup
State of Wyoming5,030$183K0.02%new13F-HRTimeline
GAMMA Investing LLC4,946$180K0.02%+33213F-HRTimeline
CENTAURUS FINANCIAL, INC.4,732$172K0.01%-12313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,674$170K<0.01%-16913F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding4,418$160K+31Timeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…3,859$140K<0.01%-87913F-HRTimeline
Blume Capital Management, Inc.3,547$129K0.03%-48313F-HRTimeline
V-Square Quantitative Management LLC3,501$127K0.02%+2413F-HRTimeline
Natixis Investment Managers Internation…3,409$124K0.01%013F-HRTimeline
WHITTIER TRUST CO3,248$118K<0.01%-50713F-HRTimeline
Hanson & Doremus Investment Management3,142$114K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,075$112K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT3,020$110K0.01%013F-HRTimeline
WASHINGTON TRUST Co2,930$106K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,887$105K<0.01%-1,03213F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,784$101K0.04%+1313F-HRTimeline
Parallel Advisors, LLC2,726$99K<0.01%-23813F-HRTimeline
Sound Income Strategies, LLC2,681$97.4K0.01%-5413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,546$92.5K<0.01%-3313F-HRTimeline
Crews Bank & Trust2,473$89.8K0.02%13F-HRTimeline
GPS Wealth Strategies Group, LLC2,338$84.9K0.01%-20013F-HRTimeline
TD Waterhouse Canada Inc.2,214$80.4K<0.01%+1,26213F-HRTimeline
SHELL ASSET MANAGEMENT CO2,168$79K<0.01%-53513F-HRTimeline
Citizens National Bank Trust Department2,150$78.1K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,036$74K0.01%-9013F-HRTimeline
Tower View Wealth Management LLC1,992$72.3K0.04%+1613F-HRTimeline
Geneos Wealth Management Inc.1,907$69.3K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,766$64.1K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,695$61.6K0.02%013F-HRTimeline
Coastline Trust Co1,693$61.5K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,685$61.2K0.01%013F-HRTimelineGroup
Asset Dedication, LLC1,677$60.9K<0.01%+13613F-HRTimeline
Stonebridge Financial Group, LLC1,660$60.3K0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,613$58.6K0.01%+1313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,580$57.4K<0.01%+1,47813F-HRTimelineGroup
Smartleaf Asset Management LLC1,561$56.5K0.01%+17913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,565$56K<0.01%+77813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,524$55.4K<0.01%+9113F-HRTimeline
Clearstead Trust, LLC1,500$54.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,500$54.5K<0.01%-1,03113F-HRTimeline
CoreCap Advisors, LLC1,432$52K<0.01%-57313F-HRTimeline
New Age Alpha Advisors, LLC1,228$44.6K<0.01%new13F-HR/ATimeline
CAROLINAS WEALTH CONSULTING LLC1,215$44.1K0.01%013F-HRTimeline
BFSG, LLC1,190$43.2K0.01%013F-HRTimeline
Riverview Trust Co1,178$42.8K0.04%013F-HRTimeline
Arax Advisory Partners1,160$42.1K<0.01%-46613F-HRTimeline
Orion Capital Management LLC1,125$40.9K0.02%new13F-HRTimeline
IFP Advisors, Inc1,104$40.1K<0.01%+47313F-HRTimeline
Truvestments Capital LLC1,102$40K0.01%+913F-HRTimeline
Quent Capital, LLC1,030$37.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,014$36.8K<0.01%-13513F-HRTimeline
Capital Advisors, Ltd. LLC984$36K<0.01%+17013F-HRTimeline
Lindbrook Capital, LLC909$33K<0.01%-1313F-HRTimeline
CHELSEA COUNSEL CO900$32.7K0.02%013F-HRTimeline
WEBSTER BANK, N. A.825$30K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA802$29.1K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$29.1K<0.01%013F-HRTimelineGroup
Addison Advisors LLC771$28K0.01%-4213F-HRTimeline
Caitong International Asset Management …771$28K0.03%13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…818$27.5K<0.01%013F-HRTimeline
MCF Advisors LLC753$27.4K<0.01%013F-HRTimeline
Piscataqua Savings Bank750$27.2K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC720$26.1K0.01%13F-HRTimeline
Blue Trust, Inc.710$25.8K<0.01%-48913F-HR/ATimeline
Princeton Global Asset Management LLC705$25.6K<0.01%013F-HRTimeline
Brooklyn Investment Group674$24.5K0.01%+213F-HRTimeline
First Command Advisory Services, Inc.666$24.2K<0.01%013F-HRTimeline
First PREMIER Bank650$24K0.01%013F-HRTimeline
Friedenthal Financial655$23.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…642$23.3K<0.01%+30413F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC625$22.7K0.01%013F-HRTimeline
Asset Planning,Inc625$22.7K0.02%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL584$21.8K0.01%-1513F-HRTimeline
First Horizon Advisors, Inc.574$20.8K<0.01%-19913F-HRTimeline
Bangor Savings Bank573$20.8K<0.01%+413F-HRTimeline
Parkside Financial Bank & Trust566$20.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC564$20.5K<0.01%-15213F-HRTimeline
HHM Wealth Advisors, LLC561$20.4K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN560$20.3K<0.01%013F-HRTimeline
National Pension Service543$19.7K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC518$18.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…503$18.3K<0.01%+413F-HRTimeline
BARRETT & COMPANY, INC.500$18.2K0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.482$17.5K0.02%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO468$17K<0.01%-18413F-HRTimelineGroup
UMB Bank, n.a.462$16.8K<0.01%-1,50213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JFS WEALTH ADVISORS, LLC447$16.2K<0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.435$15.8K<0.01%-27713F-HR/ATimeline
Quarry LP433$15.7K<0.01%-3,44913F-HRTimeline
McIlrath & Eck, LLC424$15.4K<0.01%-6013F-HRTimeline
Pinnacle Bancorp, Inc.423$15.4K<0.01%013F-HRTimeline
GeoWealth Management, LLC406$14.7K<0.01%-1613F-HRTimeline
Catalyst Capital Advisors LLC397$14.4K<0.01%-913F-HRTimeline
City State Bank380$13.8K<0.01%013F-HRTimeline
Robbins Farley375$13.6K0.01%013F-HRTimeline
Bank of New Hampshire375$13.6K<0.01%-37513F-HRTimeline
Bruce G. Allen Investments, LLC374$13.6K0.01%013F-HRTimeline
Castleview Partners, LLC373$13.4K0.01%+2113F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners352$12.8K<0.01%+313F-HRTimelineGroup
New Millennium Group LLC344$12.5K0.01%+313F-HRTimeline
SBI Securities Co., Ltd.333$12.1K<0.01%13F-HRTimeline
Hilltop National Bank325$11.8K<0.01%013F-HRTimeline
Covestor Ltd312$11K0.01%+413F-HRTimeline
Van Hulzen Asset Management, LLC300$10.9K<0.01%new13F-HRTimeline
CNB Bank300$10.9K0.01%013F-HRTimeline
Archer Investment Corp299$10.9K<0.01%+313F-HRTimeline
Financial Connections Group, Inc.300$10K<0.01%013F-HRTimeline
NFSG Corp275$9.98K<0.01%+10913F-HRTimeline
MONTAG & CALDWELL, LLC250$9.08K<0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$9.08K<0.01%-1,00013F-HRTimeline
Private Wealth Management Group, LLC245$8.9K<0.01%+213F-HRTimeline
Transcendent Capital Group LLC243$8.83K<0.01%013F-HRTimeline
Leonteq Securities AG238$8.64K<0.01%+1313F-HRTimeline
Darwin Wealth Management, LLC225$8.17K<0.01%-50813F-HR/ATimeline
Hemington Wealth Management240$8K<0.01%+2613F-HRTimeline
Glass Jacobson Investment Advisors llc200$7.26K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GODSEY & GIBB, INC188$6.83K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.174$6.3K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA177$6.03K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC166$6.02K<0.01%+15613F-HRTimeline
Sandy Spring Bank164$5.96K<0.01%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.160$5.81K<0.01%+1813F-HRTimelineGroup
New England Capital Financial Advisors …157$5.7K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC141$5.12K<0.01%+6513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC140$5.08K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC138$5.01K0.01%-1713F-HRTimeline
Copia Wealth Management138$5.01K<0.01%13F-HRTimeline
Hexagon Capital Partners LLC134$4.87K<0.01%+11613F-HRTimeline
SWAN Capital LLC125$4.54K<0.01%013F-HRTimeline
Versant Capital Management, Inc120$4.36K<0.01%-3013F-HRTimeline
Byrne Asset Management LLC120$4.36K<0.01%+1013F-HRTimeline
LEE DANNER & BASS INC115$4.18K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$3.63K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC77$2.8K<0.01%new13F-HRTimeline
Ridgewood Investments LLC63$2.29K<0.01%013F-HRTimeline
Beacon Capital Management, LLC60$2.18K<0.01%013F-HRTimeline
WR Wealth Planners, LLC50$1.82K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…50$1.82K<0.01%13F-HRTimeline
Synergy Investment Management, LLC50$1.82K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …48$1.74K<0.01%+1113F-HRTimelineGroup
Plato Investment Management Ltd46$1.68K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc44$1.6K<0.01%013F-HRTimeline
Sachetta, LLC34$1.24K<0.01%-6413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.33$1.2K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.33$1.2K<0.01%-113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$1.13K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.28$1.02K<0.01%-213F-HRTimeline
Ulland Investment Advisors, LLC30$1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.27$981<0.01%013F-HRTimeline
Avior Wealth Management, LLC26$944<0.01%-23913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16$582<0.01%+413F-HRTimeline
True Wealth Design, LLC15$545<0.01%013F-HRTimeline
Millstone Evans Group, LLC14$508<0.01%13F-HRTimeline
NewSquare Capital LLC11$400<0.01%new13F-HRTimeline
Global Financial Private Client, LLC9$327<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC8$291<0.01%13F-HRTimeline