Essential Utilities Ownership | Who Owns Essential Utilities?
Essential Utilities Ownership Summary
Essential Utilities is owned by 49.47% institutional investors, 0.28% insiders, and 50.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.04% of WTRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Essential Utilities shares.
WTRG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Essential Utilities | 49.47% | 0.28% | 50.25% |
Sector | Utilities Stocks | 51.31% | 6.24% | 42.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 33.00M | 12.04% | $1.20B |
Blackrock | 30.83M | 11.28% | $1.15B |
Vanguard group | 30.06M | 10.97% | $1.09B |
Canada pension plan investment board | 21.66M | 7.90% | $786.73M |
State street | 12.78M | 4.68% | $477.17M |
Amundi | 7.48M | 2.74% | $278.30M |
Nordea investment management ab | 6.81M | 2.49% | $247.13M |
Pictet asset management sa | 6.73M | 2.45% | $244.30M |
Geode capital management | 4.32M | 1.58% | $156.53M |
Invesco | 3.69M | 1.35% | $134.03M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Tandem investment advisors | 2.03M | 2.79% | $73.61M |
Wills financial group | 156.79K | 2.46% | $5.69M |
Costello asset management | 94.20K | 2.26% | $3.42M |
Weaver c. barksdale & associates | 49.51K | 1.72% | $1.80M |
John g ullman & associates | 282.05K | 1.51% | $10.24M |
Greenland capital management lp | 228.92K | 1.33% | $8.31M |
Cbre investment management listed real assets | 2.04M | 1.31% | $74.20M |
Blossom wealth management | 15.85K | 1.11% | $575.66K |
Coston, mcisaac & partners | 99.83K | 1.07% | $3.62M |
Duff & phelps investment management | 2.41M | 1.05% | $87.55M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 2.82M | 0.01% | 2.82M |
Vanguard group | 30.06M | 0.02% | 2.25M |
Blackrock funding, inc. /de | 33.00M | 0.02% | 1.83M |
Pictet asset management sa | 6.73M | 0.26% | 1.60M |
Cohen & steers | 1.44M | 0.10% | 1.44M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 14.06K | 0.00% | -1.23M |
Pathway financial advisers | 33.49K | 0.41% | -1.22M |
Fmr | 1.62M | 0.00% | -1.06M |
Amundi | 7.48M | 0.11% | -600.31K |
Point72 asset management | 258.01K | 0.02% | -541.63K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 2.82M | 0.01% | 2.82M | $102.60M |
Cohen & steers | 1.44M | 0.10% | 1.44M | $52.35M |
Raymond james financial | 203.26K | 0.00% | 203.26K | $7.38M |
Bnp paribas arbitrage, snc | 145.04K | 0.00% | 145.04K | $5.27M |
Magnetar financial | 74.89K | 0.06% | 74.89K | $2.72M |
Sold Out
Holder | Change |
---|---|
Claris advisors, llc / mo / | -9.00 |
Innealta capital | -17.00 |
Annis gardner whiting capital advisors | -20.00 |
Tucker asset management | -21.00 |
Avion wealth | -28.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 409 | -34.46% | 135,551,842 | -34.88% | 49 | 0.86% | 174 | -42.19% | 156 | -22.39% |
Sep 30, 2024 | 620 | 3.68% | 207,739,459 | -3.20% | 75 | 1.23% | 298 | 7.97% | 200 | -6.10% |
Jun 30, 2024 | 592 | 0.34% | 214,261,389 | 1.39% | 78 | 1.31% | 272 | -1.09% | 212 | 8.16% |
Mar 31, 2024 | 590 | -4.99% | 211,323,300 | 3.53% | 77 | 1.32% | 275 | -15.38% | 196 | -0.51% |
Dec 31, 2023 | 621 | 7.44% | 204,115,503 | 3.99% | 76 | 1.41% | 325 | 25.97% | 197 | -4.37% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 8.62M | 3.14% | 11.97K |
iShares Core S&P Mid-Cap ETF | 8.20M | 2.98% | -1.34K |
Vanguard Small Cap Index | 7.00M | 2.55% | 12.48K |
Pictet-Water I EUR | 5.63M | 2.05% | -110.31K |
Vanguard Small Cap Value Index Inv | 4.63M | 1.69% | -8.69K |
Pictet Water Segregated Accounts | 4.15M | 1.51% | 4.15M |
Vanguard Institutional Extnd Mkt Idx Tr | 3.81M | 1.39% | -2.06K |
Nordea 1 - Global Climate & Envir BI EUR | 3.51M | 1.28% | -29.47K |
SPDR® S&P Dividend ETF | 3.05M | 1.11% | - |
iShares Global Water ETF USD Dist | 2.77M | 1.01% | -8.38K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 01, 2024 | RUBIN ROBERT A | Chief Accounting Officer | Sell | $87.66K |
May 01, 2024 | RUBIN ROBERT A | Chief Accounting Officer | Sell | $73.96K |
May 01, 2024 | RUBIN ROBERT A | Chief Accounting Officer | Sell | $73.96K |
Apr 01, 2024 | RUBIN ROBERT A | Chief Accounting Officer | Sell | $207.07K |
Mar 11, 2024 | RUBIN ROBERT A | Chief Accounting Officer | Sell | $127.84K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 1 |
2024 Q2 | - | 3 |
2024 Q1 | 1 | 2 |
WTRG Ownership FAQ
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