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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
Leonteq Securities AG275$10.9K<0.01%+3713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.262$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONTAG & CALDWELL, LLC250$9.88K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$9.88K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC242$9.57K<0.01%-313F-HRTimeline
Darwin Wealth Management, LLC225$8.17K<0.01%013F-HRTimeline
Trust Co200$7.91K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC188$7.43K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…185$7.31K<0.01%+8513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc200$7.26K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA177$7K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC175$6.92K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.174$6.86K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC167$6.6K<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC160$6.33K<0.01%+2613F-HRTimeline
New England Capital Financial Advisors …157$6.21K<0.01%013F-HRTimeline
AlphaQuest LLC152$6.01K<0.01%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.160$6K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC140$5.53K<0.01%013F-HRTimelineGroup
Copia Wealth Management138$5.46K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.126$4.98K<0.01%new13F-HRTimeline
SWAN Capital LLC125$4.94K<0.01%013F-HRTimeline
Saudi Central Bank103$4.07K0.02%new13F-HRTimeline
WealthCollab, LLC92$3.64K<0.01%new13F-HRTimeline
Larson Financial Group LLC86$3.4K<0.01%+8113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.85$3.36K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp75$2.96K<0.01%new13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC69$2.73K<0.01%-1,14613F-HRTimeline
Clearstead Advisors, LLC65$2.57K<0.01%new13F-HRTimeline
Sachetta, LLC64$2.53K<0.01%+3013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC60$2.37K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC60$2.37K<0.01%013F-HRTimeline
Sandy Spring Bank58$2.29K<0.01%-10613F-HRTimeline
Wealth Preservation Advisors, LLC51$2.02K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…50$1.98K<0.01%013F-HRTimeline
Synergy Investment Management, LLC50$1.98K<0.01%013F-HRTimeline
Plato Investment Management Ltd46$1.84K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc44$1.74K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC44$1.74K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.39$1.54K<0.01%+613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.33$1.3K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.31$1.23K<0.01%+313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$1.23K<0.01%013F-HRTimeline
Global Financial Private Client, LLC30$1.19K<0.01%+2113F-HRTimeline
MATHER GROUP, LLC.27$1.07K<0.01%013F-HRTimeline
NFSG Corp26$1.03K<0.01%-24913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV33$1K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC30$1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC20$791<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC20$755<0.01%+1913F-HRTimeline
Rossby Financial, LCC18$722<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …18$712<0.01%13F-HRTimelineGroup
Cromwell Holdings LLC18$712<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC15$614<0.01%new13F-HRTimeline
Millstone Evans Group, LLC14$553<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.12$475<0.01%-413F-HRTimeline
WealthTrak Capital Management LLC10$396<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.8$316<0.01%+313F-HRTimeline
Whipplewood Advisors, LLC4$316<0.01%-413F-HRTimeline
Bay Harbor Wealth Management, LLC7$276<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC6$238<0.01%13F-HRTimeline
American Capital Advisory, LLC4$159<0.01%new13F-HRTimeline
High Note Wealth, LLC3$119<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton3$119<0.01%new13F-HRTimeline
True Wealth Design, LLC2$80<0.01%-1313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$40<0.01%-213F-HRTimelineGroup
Winthrop Capital Management, LLC7$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-81813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.