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Disclosery

WTRG ESSENTIAL UTILS INC

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Stock (common), issuer CIK 78128

677 managers (696 13F filers) reported a position in WTRG shares at 2025-12-31, 225,742,924 shares in all. 78 filers opened a position and 83 filers sold out during the quarter.

Managers
677
13F filers
696
New
78
Added
207
Reduced
232
Sold out
83
Shares held by filers
225,742,924

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TRUST CO OF TOLEDO NA /OH/350$13.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…334$12.8K0.01%013F-HRTimeline
Hilltop National Bank325$12.5K<0.01%013F-HRTimeline
Covestor Ltd325$12K0.01%+1113F-HRTimeline
Westfuller Advisors, LLC305$11.7K<0.01%+313F-HRTimeline
Global Wealth Strategies & Associates300$11.5K<0.01%new13F-HRTimeline
T. Rowe Price Investment Management, In…280$11K<0.01%013F-HR/ATimeline
Guinness Atkinson Asset Management Inc276$10.7K0.01%new13F-HR/ATimeline
SWAN Capital LLC262$10.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.255$9.78K<0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$9.59K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC243$9.32K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC242$9.28K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…240$9.21K<0.01%+1513F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…240$9.21K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC222$8.52K0.01%013F-HRTimeline
Trust Co200$7.67K<0.01%013F-HRTimeline
Archer Investment Corp189$7.26K<0.01%+113F-HRTimeline
GODSEY & GIBB, INC188$7.21K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.174$6.66K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC171$6.58K<0.01%+113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.171$6.56K<0.01%+1313F-HRTimelineGroup
SOA Wealth Advisors, LLC.163$6.27K<0.01%-12113F-HRTimeline
ORG Partners LLC160$6.14K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …157$6.02K<0.01%013F-HRTimeline
Fortitude Family Office, LLC142$5.45K<0.01%+6213F-HRTimeline
Copia Wealth Management138$5.29K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC111$4.2K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…109$4.18K<0.01%13F-HRTimeline
WealthCollab, LLC92$3.53K<0.01%013F-HRTimeline
Rossby Financial, LCC91$3.5K<0.01%+2713F-HRTimeline
Garton & Associates Financial Advisors …90$3.44K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.85$3.26K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.81$3.11K<0.01%013F-HRTimeline
Zimmer Partners, LP80$3.07K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC78$3K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC76$2.92K<0.01%-1213F-HRTimeline
Elyxium Wealth, LLC76$2.92K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…73$2.8K<0.01%-7413F-HRTimelineGroup
Fairman Group, LLC64$2.46K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC63$2.42K<0.01%013F-HRTimeline
Sachetta, LLC57$2.19K<0.01%013F-HRTimeline
OSSIAM54$2.07K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…50$1.92K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc44$1.69K<0.01%013F-HRTimeline
Bogart Wealth, LLC42$1.6K<0.01%+113F-HRTimeline
Osbon Capital Management LLC37$1.42K<0.01%13F-HRTimeline
Cromwell Holdings LLC37$1.42K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC36$1.38K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.34$1.3K<0.01%013F-HRTimeline
Signature Equity Partners, LLC34$1.3K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$1.19K<0.01%013F-HRTimeline
Sankala Group LLC28$1.12K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC28$1.07K<0.01%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV33$1K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC30$1K<0.01%013F-HRTimeline
Caitong International Asset Management …26$997<0.01%new13F-HR/ATimeline
Bare Financial Services, Inc26$997<0.01%013F-HRTimeline
Rialto Wealth Management, LLC23$883<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.20$768<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20$767<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC17$652<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.15$576<0.01%013F-HRTimeline
Millstone Evans Group, LLC14$537<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC13$499<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.13$499<0.01%13F-HRTimeline
HFM Investment Advisors, LLC12$461<0.01%013F-HRTimeline
Stone House Investment Management, LLC12$460<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.9$345<0.01%013F-HRTimeline
American Capital Advisory, LLC8$307<0.01%-413F-HRTimeline
Dunhill Financial, LLC6$246<0.01%new13F-HRTimeline
North Star Investment Management Corp.4$153<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$115<0.01%new13F-HRTimeline
Seneschal Advisors, LLC2$77<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$38<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.1$38<0.01%013F-HRTimeline
Winthrop Capital Management, LLC7$00%013F-HRTimelineValue filed as zero, left out of ratios.