WTRG ESSENTIAL UTILS INC
FollowStock (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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 5 | $182 | <0.01% | -8 | 13F-HRTimeline |
| Parkworth Wealth Management, Inc. | 5 | $182 | <0.01% | 13F-HRTimeline | |
| High Note Wealth, LLC | 3 | $109 | <0.01% | new | 13F-HRTimeline |
| Rakuten Securities, Inc. | 3 | $109 | <0.01% | +1 | 13F-HRTimeline |
| Capital A Wealth Management, LLC | 2 | $73 | <0.01% | 13F-HRTimeline | |
| Activest Wealth Management | 1 | $36 | <0.01% | new | 13F-HRTimeline |
| Principia Wealth Advisory, LLC | 1 | $36 | <0.01% | 13F-HRTimeline | |
| RE Dickinson Investment Advisors, LLC | 5 | $2 | <0.01% | new | 13F-HR/ATimeline |
| Winthrop Capital Management, LLC | 7 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. |