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Disclosery

WTRG ESSENTIAL UTILS INC

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Stock (common), issuer CIK 78128

667 managers (684 13F filers) reported a position in WTRG shares at 2025-06-30, 220,621,473 shares in all. 70 filers opened a position and 67 filers sold out during the quarter.

Managers
667
13F filers
684
New
70
Added
285
Reduced
200
Sold out
67
Shares held by filers
220,621,473

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Financial Connections Group, Inc.300$11K<0.01%013F-HRTimeline
Caitong International Asset Management …287$10.7K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.281$10.4K<0.01%-15813F-HRTimeline
First Horizon Advisors, Inc.273$10.1K<0.01%-36313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise269$10K<0.01%-17313F-HRTimelineGroup
Global X Japan Co., Ltd.251$9.32K<0.01%-14913F-HRTimeline
MONTAG & CALDWELL, LLC250$9.29K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$9.28K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC242$8.99K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…240$8.91K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.227$8.55K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC225$8.36K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…205$7.61K<0.01%+2013F-HRTimelineGroup
Trust Co200$7.43K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc200$7.43K<0.01%013F-HRTimeline
GODSEY & GIBB, INC188$6.98K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA177$6.57K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC175$6.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.174$6.45K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC168$6.26K<0.01%+113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.158$5.87K<0.01%-213F-HRTimelineGroup
New England Capital Financial Advisors …157$5.83K<0.01%013F-HRTimeline
Copia Wealth Management138$5.12K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.126$4.66K<0.01%013F-HRTimeline
Bare Financial Services, Inc96$3.56K<0.01%new13F-HRTimeline
WealthCollab, LLC92$3.42K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.85$3.16K<0.01%013F-HRTimeline
Essential Partners LLC83$3.08K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC77$2.85K<0.01%-13,33113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC71$2.64K<0.01%new13F-HR/ATimeline
Fortitude Family Office, LLC67$2.49K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC63$2.34K<0.01%+1213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp58$2.15K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc57$2.12K<0.01%+1313F-HRTimeline
Sachetta, LLC57$2.12K<0.01%-713F-HRTimeline
Rosenberg Matthew Hamilton55$2.04K<0.01%+5213F-HRTimeline
Comprehensive Financial Planning, Inc./…50$1.86K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC47$1.75K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC46$1.71K<0.01%+2613F-HRTimeline
Cornerstone Planning Group LLC45$1.71K<0.01%+3013F-HRTimeline
Bogart Wealth, LLC41$1.53K<0.01%new13F-HRTimeline
Cromwell Holdings LLC37$1.37K<0.01%+1913F-HRTimeline
DiNuzzo Private Wealth, Inc.36$1.34K<0.01%-313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$1.15K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC27$1K<0.01%-1713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV33$1K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC30$1K<0.01%013F-HRTimeline
NFSG Corp26$966<0.01%013F-HRTimeline
Rossby Financial, LCC18$669<0.01%013F-HRTimeline
SJS Investment Consulting Inc.15$558<0.01%-1613F-HRTimeline
Millstone Evans Group, LLC14$520<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$483<0.01%+113F-HRTimeline
Parkworth Wealth Management, Inc.13$483<0.01%+513F-HRTimeline
Stone House Investment Management, LLC12$446<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC12$446<0.01%+613F-HRTimeline
Beacon Capital Management, LLC11$412<0.01%-4913F-HRTimeline
Bay Harbor Wealth Management, LLC11$408<0.01%+413F-HRTimeline
American Capital Advisory, LLC10$372<0.01%+613F-HRTimeline
WealthTrak Capital Management LLC10$372<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …10$371<0.01%13F-HRTimelineGroup
Whipplewood Advisors, LLC8$297<0.01%+413F-HRTimeline
North Star Investment Management Corp.4$149<0.01%new13F-HRTimeline
LGT Financial Advisors LLC4$149<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2$74<0.01%+113F-HR/ATimelineGroup
Avion Wealth13$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
Winthrop Capital Management, LLC7$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.