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Disclosery

WTRG ESSENTIAL UTILS INC

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Stock (common), issuer CIK 78128

669 managers (681 13F filers) reported a position in WTRG shares at 2025-03-31, 222,431,670 shares in all. 102 filers opened a position and 44 filers sold out during the quarter.

Managers
669
13F filers
681
New
102
Added
242
Reduced
207
Sold out
44
Shares held by filers
222,431,670

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aquatic Capital Management LLC8,821$349K0.01%-18,25713F-HRTimeline
Marcum Wealth, LLC8,734$345K0.03%-45513F-HRTimeline
SEEDS INVESTOR LLC8,636$341K0.1%+62413F-HRTimeline
Advisory Services Network, LLC8,594$340K0.01%new13F-HRTimeline
Quantbot Technologies LP8,513$337K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,485$335K0.01%-47413F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,426$335K0.01%-43,49613F-HRTimelineGroup
EP Wealth Advisors, LLC8,303$328K<0.01%-92613F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC8,131$321K0.04%+81813F-HRTimelineGroup
O'Brien Greene & Co. Inc8,114$321K0.11%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…8,100$320K0.02%013F-HRTimeline
HBK Sorce Advisory LLC8,091$320K0.01%+14613F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…8,041$318K<0.01%-1,94413F-HRTimelineGroup
Town & Country Bank & Trust CO dba Firs…8,035$318K0.13%-2,27113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,016$317K0.01%-1,49913F-HRTimeline
SeaCrest Wealth Management, LLC7,914$313K0.04%+313F-HRTimeline
INCEPTIONR LLC7,884$312K0.09%-8,28513F-HRTimeline
Cresset Asset Management, LLC7,862$311K<0.01%+54213F-HRTimeline
SIGNATUREFD, LLC7,626$301K0.01%-1,18713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,612$301K<0.01%new13F-HR/ATimelineGroup
Apella Capital, LLC7,914$299K0.01%+33413F-HRTimeline
PINNACLE ASSOCIATES LTD7,537$298K<0.01%013F-HRTimeline
Lindenwold Advisors, INC7,496$296K0.16%-12913F-HRTimeline
Birch Hill Investment Advisors LLC7,484$296K0.01%-36013F-HRTimeline
GSG Advisors LLC7,797$294K0.1%-1113F-HRTimeline
Investment Management Corp of Ontario7,421$293K0.01%+20013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson7,429$292K<0.01%-50,57713F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC7,352$291K0.01%new13F-HRTimeline
RTD Financial Advisors, Inc.7,250$287K0.04%+14713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,839$285K0.02%013F-HRTimeline
Vinva Investment Management Ltd7,225$284K0.01%new13F-HRTimeline
Rakuten Investment Management, Inc.7,198$283K<0.01%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,105$281K<0.01%+613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,915$273K<0.01%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,835$270K0.07%013F-HRTimeline
Providence Wealth Advisors, LLC6,835$270K0.2%013F-HRTimeline
Advisors Capital Management, LLC6,790$268K<0.01%013F-HRTimeline
GREENLEAF TRUST6,734$266K<0.01%-37013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,729$266K0.12%-1513F-HRTimeline
Archer Investment Corp6,681$264K0.07%+6,38213F-HRTimeline
Caprock Group, LLC6,657$263K0.01%-1,87213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,673$263K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,593$261K0.01%-5613F-HRTimelineGroup
Anchor Investment Management, LLC6,521$258K0.02%+2613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC6,517$258K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp6,508$257K0.01%+3813F-HRTimeline
Tower Wealth Partners, Inc.6,457$255K0.14%+2813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,344$251K0.02%+213F-HRTimeline
Cetera Trust Company, N.A6,325$250K0.16%013F-HRTimeline
LaSalle St. Investment Advisors, LLC6,301$249K0.06%-1,45613F-HRTimeline
MONECO ADVISORS, LLC6,267$248K0.03%013F-HR/ATimeline
MIdWestOne Financial Group, Inc.6,250$247K0.04%013F-HRTimeline
Fulcrum Capital LLC6,250$247K0.05%013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,195$245K<0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.6,185$244K0.02%-5013F-HRTimeline
Virtue Capital Management, LLC6,039$239K0.03%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,000$237K0.02%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC6,279$236K0.25%13F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…5,930$234K0.18%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,859$232K0.02%-5,76313F-HR/ATimeline
Freestone Grove Partners LP5,811$230K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC5,599$230K0.01%new13F-HRTimeline
W.H. Cornerstone Investments Inc.5,727$226K0.16%-1,11013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG5,688$225K<0.01%013F-HRTimelineGroup
Clark Capital Management Group, Inc.5,606$222K<0.01%013F-HRTimeline
NorthRock Partners, LLC5,528$219K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,548$218K0.03%+1313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,483$217K<0.01%+14413F-HRTimelineGroup
PROFUND ADVISORS LLC5,468$216K0.01%-31113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,461$216K0.01%013F-HRTimeline
ICW Investment Advisors LLC5,430$215K0.09%new13F-HRTimeline
Integrated Wealth Concepts LLC5,409$214K<0.01%-1,18513F-HRTimeline
Glenview Trust Co5,392$213K<0.01%new13F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,351$212K<0.01%+9613F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC5,360$212K0.18%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,350$211K0.01%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC5,329$211K0.08%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,322$210K0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC5,276$209K<0.01%new13F-HR/ATimeline
EWG Elevate Inc.5,270$208K0.08%new13F-HRTimeline
Sowell Financial Services LLC5,247$207K0.01%new13F-HRTimeline
Ledgewood Wealth Advisors, LLC5,206$206K0.13%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO5,205$206K0.01%new13F-HRTimeline
MAI Capital Management5,200$206K<0.01%-12013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,179$205K0.01%new13F-HRTimelineGroup
Stanley-Laman Group, Ltd.5,128$203K0.03%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,105$202K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA4,968$196K0.02%-35013F-HRTimeline
EASTERN BANK4,952$196K<0.01%-6,29813F-HRTimeline
CENTAURUS FINANCIAL, INC.4,736$187K0.01%+413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,487$177K<0.01%-55,12113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,362$172K<0.01%-31213F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich4,300$170K<0.01%-5,39613F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding4,266$169K-152Timeline
Geneos Wealth Management Inc.3,773$152K<0.01%+1,86613F-HRTimeline
V-Square Quantitative Management LLC3,738$148K0.02%+23713F-HRTimeline
Blume Capital Management, Inc.3,547$140K0.03%013F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…3,362$133K<0.01%-49713F-HRTimeline
GAMMA Investing LLC3,352$133K0.01%-1,59413F-HR/ATimeline
SHELL ASSET MANAGEMENT CO3,349$132K0.01%+1,18113F-HRTimeline
Quarry LP3,275$129K0.03%+2,84213F-HRTimeline
Farther Finance Advisors, LLC3,248$128K<0.01%+2,23413F-HRTimeline
Hanson & Doremus Investment Management3,142$124K0.02%013F-HRTimeline
WHITTIER TRUST CO3,130$124K<0.01%-11813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,075$122K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT3,020$119K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC3,003$119K0.02%-2,53513F-HRTimeline
Siemens Fonds Invest GmbH2,987$118K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,729$108K<0.01%+18313F-HRTimeline
Sound Income Strategies, LLC2,681$106K0.01%013F-HRTimeline
UMB Bank, n.a.2,612$103K<0.01%+2,15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crews Bank & Trust2,473$97.8K0.02%013F-HRTimeline
Parallel Advisors, LLC2,407$95.2K<0.01%-31913F-HRTimeline
GPS Wealth Strategies Group, LLC2,338$92.4K0.01%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS2,312$91.4K0.02%new13F-HRTimeline
Oslo Pensjonsforsikring AS2,151$85K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,130$85K0.04%-65413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,082$82.3K0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,053$81.2K0.01%+1713F-HRTimeline
Tower View Wealth Management LLC2,009$79.4K0.05%+1713F-HRTimeline
TD Waterhouse Canada Inc.1,907$75.4K<0.01%-30713F-HRTimeline
Byrne Asset Management LLC1,902$75.2K0.06%+1,78213F-HRTimeline
POM Investment Strategies, LLC1,843$72.9K0.09%new13F-HRTimeline
Mascoma Wealth Management LLC1,766$69.8K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,695$67K0.03%013F-HRTimeline
Coastline Trust Co1,693$66.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,685$66.6K0.01%013F-HRTimelineGroup
Asset Dedication, LLC1,677$66.3K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,665$65.8K0.01%+513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,600$63.2K0.01%-1313F-HRTimeline
New Age Alpha Advisors, LLC1,531$60.5K<0.01%+30313F-HRTimeline
Clearstead Trust, LLC1,500$59.3K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,483$58.3K0.01%-7813F-HRTimeline
CoreCap Advisors, LLC1,472$58.2K<0.01%+4013F-HRTimeline
BFSG, LLC1,453$57.4K0.01%+26313F-HRTimeline
Truvestments Capital LLC1,406$55.6K0.01%+30413F-HRTimeline
Brooklyn Investment Group1,360$53.8K0.01%+68613F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,320$52.2K<0.01%-20413F-HRTimeline
WASHINGTON TRUST Co1,250$49.4K<0.01%-1,68013F-HRTimeline
Citizens National Bank Trust Department1,250$49.4K0.01%-90013F-HRTimeline
Riverview Trust Co1,154$45.6K0.05%-2413F-HRTimeline
Orion Capital Management LLC1,125$44.5K0.02%013F-HRTimeline
IFP Advisors, Inc1,110$43.9K<0.01%+613F-HRTimeline
CX Institutional1,062$42K<0.01%new13F-HRTimeline
Quent Capital, LLC1,030$40.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,024$40.5K<0.01%+38213F-HRTimelineGroup
Blue Trust, Inc.976$38.6K<0.01%+26613F-HRTimeline
National Pension Service950$37.6K<0.01%+40713F-HRTimeline
CHELSEA COUNSEL CO900$35.6K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST882$34.9K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC850$33K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC826$33K<0.01%-15813F-HRTimeline
WEBSTER BANK, N. A.825$32.6K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA802$31.7K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$31.6K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC777$30.7K<0.01%new13F-HRTimeline
Addison Advisors LLC771$30.5K0.01%013F-HRTimeline
MCF Advisors LLC753$29.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank750$29.6K0.03%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC748$29.6K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC720$28.5K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC707$28K<0.01%-85813F-HRTimelineGroup
Parkside Financial Bank & Trust708$28K<0.01%+14213F-HRTimeline
Princeton Global Asset Management LLC705$27.9K0.01%013F-HRTimeline
First Command Advisory Services, Inc.666$26.3K<0.01%013F-HRTimeline
First PREMIER Bank650$26K0.01%013F-HRTimeline
First Horizon Advisors, Inc.636$25.1K<0.01%+6213F-HRTimeline
Asset Planning,Inc625$24.7K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL609$24.1K0.01%+2513F-HRTimeline
Bangor Savings Bank578$22.9K<0.01%+513F-HRTimeline
DT Investment Partners, LLC564$22.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC561$22.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN560$22.1K<0.01%013F-HRTimeline
Arax Advisory Partners541$21.4K<0.01%-61913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…507$20.1K<0.01%+413F-HRTimeline
BARRETT & COMPANY, INC.500$19.8K0.01%013F-HRTimeline
Versant Capital Management, Inc480$19K<0.01%+36013F-HRTimeline
Rise Advisors, LLC480$19K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC472$18.7K<0.01%+2513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO468$18.5K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.439$17.3K<0.01%+413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise442$17K<0.01%13F-HRTimelineGroup
McIlrath & Eck, LLC424$16.8K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.423$16.7K0.01%013F-HRTimeline
Global X Japan Co., Ltd.400$15.8K<0.01%new13F-HRTimeline
City State Bank380$15K<0.01%013F-HRTimeline
Robbins Farley375$14.8K0.01%013F-HRTimeline
Bank of New Hampshire375$14.8K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd390$14.8K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC374$14.8K0.01%013F-HRTimeline
SBI Securities Co., Ltd.371$14.7K<0.01%+3813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners355$14K<0.01%+313F-HRTimelineGroup
Covestor Ltd360$14K0.01%+4813F-HRTimeline
New Millennium Group LLC346$13.7K0.01%+213F-HRTimeline
Smallwood Wealth Investment Management,…334$13.2K0.01%new13F-HRTimeline
SVB WEALTH LLC326$12.9K<0.01%new13F-HRTimeline
Hemington Wealth Management321$12K<0.01%+8113F-HRTimeline
CNB Bank300$11.9K0.01%013F-HRTimeline
NewSquare Capital LLC292$11.5K<0.01%+28113F-HRTimeline
Financial Connections Group, Inc.300$11K<0.01%013F-HRTimeline