Essential Utilities Ownership 2024 | Who Owns Essential Utilities Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

78.85%

Insider Ownership

0.19%

Retail Ownership

20.96%

Institutional Holders

570.00

Essential Utilities Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.11.61%0.03%31,030,33625,0420.08%1,149,673,940Mar 31, 2024
VANGUARD GROUP INC10.45%0.02%27,909,921-82,159-0.29%1,034,062,572Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD8.11%0.84%21,661,095--802,543,570Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.18%0.31%13,851,5279,730,809236.14%513,200,000Mar 31, 2024
STATE STREET CORP4.99%0.02%13,319,567-165,027-1.22%493,489,957Mar 31, 2024
AMUNDI3.02%0.13%8,081,145-1,470,166-15.39%296,319,446Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.87%0.20%4,983,755-753,740-13.14%184,648,123Mar 31, 2024
FMR LLC1.66%0.01%4,426,3972,490,408128.64%163,998,007Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.55%0.01%4,128,610204,5955.21%152,693,708Mar 31, 2024
INVESCO LTD.1.53%0.03%4,100,557316,8998.38%151,925,639Mar 31, 2024
LEGAL & GENERAL GROUP PLC1.38%0.03%3,690,078206,8285.94%136,717,416Mar 31, 2024
NORDEA INVESTMENT MANAGEMENT AB1.28%0.15%3,425,3503,405,94717553.71%126,155,640Mar 31, 2024
MORGAN STANLEY1.21%0.01%3,229,963-474,993-12.82%119,670,170Mar 31, 2024
NORTHERN TRUST CORP1.11%0.02%2,976,686-361,049-10.82%110,286,216Mar 31, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO1.05%1.25%2,808,723-260,654-8.49%104,063,187Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.03%0.02%2,744,277-33,218-1.20%101,675,455Mar 31, 2024
TANDEM INVESTMENT ADVISORS, INC.0.75%2.88%2,010,380144,0307.72%74,485,000Mar 31, 2024
FIRST TRUST ADVISORS LP0.65%0.07%1,740,368221,36714.57%64,480,634Mar 31, 2024
MACQUARIE GROUP LTD0.65%0.07%1,729,51132,5081.92%64,078,521Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.62%0.02%1,667,07351,6923.20%61,765,056Mar 31, 2024

Essential Utilities's largest institutional shareholder is BLACKROCK INC., holding 11.61% of the company's total share outstanding, currently valued at $1.15B. The top 10 institutional shareholders own together 49.97% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TANDEM INVESTMENT ADVISORS, INC.0.75%2.88%2,010,380144,0307.72%74,485,000Mar 31, 2024
COSTELLO ASSET MANAGEMENT, INC0.04%2.80%105,477-5,545-4.99%3,907,939Mar 31, 2024
WILLS FINANCIAL GROUP, INC.0.06%2.79%159,5956800.43%5,913,013Mar 31, 2024
CORECOMMODITY MANAGEMENT, LLC0.06%1.95%147,55516,69612.76%5,466,913Mar 31, 2024
BLOSSOM WEALTH MANAGEMENT0.01%1.27%14,2354153.00%527,393Mar 31, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO1.05%1.25%2,808,723-260,654-8.49%104,063,187Mar 31, 2024
COSTON, MCISAAC & PARTNERS0.04%1.19%99,6673,8374.00%3,692,000Mar 31, 2024
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN0.05%0.91%121,604-1,564-1.27%4,504,185Mar 31, 2024
HAMILTON POINT INVESTMENT ADVISORS, LLC0.05%0.90%126,76756,97981.65%4,696,703Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD8.11%0.84%21,661,095--802,543,570Mar 31, 2024
FIRST NATIONAL CORP /MA/ /ADV0.03%0.83%90,379-288-0.32%3,375,674Mar 31, 2024
AEGON ASSET MANAGEMENT UK PLC0.52%0.77%1,381,067-37,746-2.66%51,141,000Mar 31, 2024
CRAWFORD FUND MANAGEMENT, LLC0.03%0.76%86,000-35,500-29.22%3,186,300Mar 31, 2024
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC0.07%0.73%193,8386,9163.70%7,182,000Mar 31, 2024
BENEDICT FINANCIAL ADVISORS INC0.03%0.71%75,191-569-0.75%2,785,823Mar 31, 2024
GODSHALK WELSH CAPITAL MANAGEMENT, INC.0.01%0.69%27,586--1,022,061Mar 31, 2024
APRICUS WEALTH, LLC0.01%0.68%26,262--973,007Mar 31, 2024
THEMATICS ASSET MANAGEMENT0.16%0.66%426,726-145,207-25.39%15,810,198Mar 31, 2024
ALPINE WOODS CAPITAL INVESTORS, LLC0.03%0.63%86,396-5,457-5.94%3,160,366Mar 31, 2024
ADDISON CAPITAL CO0.01%0.61%33,3082,2577.27%1,234,061Mar 31, 2024

The largest Essential Utilities shareholder by % of total assets is TANDEM INVESTMENT ADVISORS, INC.. The company owns 2.01M shares of Essential Utilities (WTRG), representing 2.88% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.18%0.31%13,851,5279,730,809236.14%513,200,000Mar 31, 2024
NORDEA INVESTMENT MANAGEMENT AB1.28%0.15%3,425,3503,405,94717553.71%126,155,640Mar 31, 2024
FMR LLC1.66%0.01%4,426,3972,490,408128.64%163,998,007Mar 31, 2024
EPOCH INVESTMENT PARTNERS, INC.0.47%0.21%1,249,1341,249,134100.00%46,280,414Mar 31, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.47%0.03%1,252,960823,254191.59%46,422,168Mar 31, 2024
ENSIGN PEAK ADVISORS, INC0.35%0.06%933,363795,913579.06%34,581,099Mar 31, 2024
ENERGY INCOME PARTNERS, LLC0.27%0.55%726,500726,500100.00%26,916,825Mar 31, 2024
BANK OF AMERICA CORP /DE/0.40%0.00%1,071,289629,010142.22%39,691,248,000Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC0.21%0.18%549,223548,973219589.20%20,349,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.34%0.01%919,759478,870108.61%34,077,071Mar 31, 2024
AVIVA PLC0.22%0.07%588,842436,755287.17%21,816,596Mar 31, 2024
INVESCO LTD.1.53%0.03%4,100,557316,8998.38%151,925,639Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.10%0.02%268,251268,251100.00%9,939,000Mar 31, 2024
DEUTSCHE BANK AG\0.36%0.02%968,843251,24435.01%35,895,635Mar 31, 2024
FIL LTD0.47%0.05%1,250,000250,00025.00%46,312,500Mar 31, 2024
FIRST TRUST ADVISORS LP0.65%0.07%1,740,368221,36714.57%64,480,634Mar 31, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.0.11%0.03%306,588214,031231.24%11,359,000Mar 31, 2024
LEGAL & GENERAL GROUP PLC1.38%0.03%3,690,078206,8285.94%136,717,416Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.55%0.01%4,128,610204,5955.21%152,693,708Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.06%0.28%159,863159,863100.00%5,922,924Mar 31, 2024

As of Mar 31 2024, Essential Utilities's largest institutional buyer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company purchased 9.73M stocks of WTRG, valued at $513.20M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COHEN & STEERS, INC.----1,493,108-100.00%-Mar 31, 2024
AMUNDI3.02%0.13%8,081,145-1,470,166-15.39%296,319,446Mar 31, 2024
CITADEL ADVISORS LLC0.02%0.00%43,064-1,151,877-96.40%1,595,521Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.05%0.01%125,100-900,138-87.80%4,634,955Mar 31, 2024
BANK OF MONTREAL /CAN/0.43%0.01%1,159,594-755,440-39.45%43,020,937Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.87%0.20%4,983,755-753,740-13.14%184,648,123Mar 31, 2024
UBS GROUP AG0.19%0.00%501,323-724,526-59.10%18,574,017Mar 31, 2024
NUANCE INVESTMENTS, LLC----630,141-100.00%-Mar 31, 2024
MORGAN STANLEY1.21%0.01%3,229,963-474,993-12.82%119,670,170Mar 31, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.13%0.03%359,539-427,691-54.33%13,326,000Mar 31, 2024
FRANKLIN RESOURCES INC0.37%0.01%987,832-416,583-29.66%36,599,176Mar 31, 2024
GOLDMAN SACHS GROUP INC0.18%0.00%473,252-384,085-44.80%17,533,986Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.58%0.01%1,559,681-371,437-19.23%57,786,182Mar 31, 2024
ZIMMER PARTNERS, LP0.04%0.08%98,400-365,620-78.79%3,645,720Mar 31, 2024
NORTHERN TRUST CORP1.11%0.02%2,976,686-361,049-10.82%110,286,216Mar 31, 2024
ING GROEP NV0.02%0.01%52,300-351,900-87.06%1,937,715Mar 31, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO1.05%1.25%2,808,723-260,654-8.49%104,063,187Mar 31, 2024
KOREA INVESTMENT CORP0.13%0.03%338,750-250,701-42.53%12,550,688Mar 31, 2024
KBC GROUP NV0.01%0.00%33,908-238,827-87.57%1,256,000Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.02%0.00%41,742-232,471-84.78%1,546,541Mar 31, 2024

As of Mar 31 2024, Essential Utilities's biggest institutional seller is COHEN & STEERS, INC.. The company sold -1.49M shares of WTRG, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EPOCH INVESTMENT PARTNERS, INC.0.47%0.21%1,249,1341,249,134100.00%46,280,414Mar 31, 2024
ENERGY INCOME PARTNERS, LLC0.27%0.55%726,500726,500100.00%26,916,825Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.10%0.02%268,251268,251100.00%9,939,000Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.06%0.28%159,863159,863100.00%5,922,924Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.0.02%0.01%42,52542,525100.00%1,575,551Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%30,70030,700100.00%1,137,435Mar 31, 2024
BRYN MAWR TRUST CO0.01%0.04%27,61827,618100.00%1,023,246Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%21,00021,000100.00%778,050Mar 31, 2024
LEE FINANCIAL CO0.01%0.12%18,99118,991100.00%703,618Mar 31, 2024
0.01%0.00%18,29618,296100.00%681,940Mar 31, 2024
QUAKER WEALTH MANAGEMENT, LLC0.01%0.23%15,25515,255100.00%565,198Mar 31, 2024
CETERA ADVISORS LLC0.01%0.00%14,10114,101100.00%522,449Mar 31, 2024
BLEAKLEY FINANCIAL GROUP, LLC0.00%0.01%11,84411,844100.00%438,828Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.01%11,76511,765100.00%435,901Mar 31, 2024
ATOMI FINANCIAL GROUP, INC.0.00%0.04%10,49610,496100.00%388,877Mar 31, 2024
GATEWAY INVESTMENT ADVISERS LLC0.00%0.00%10,22310,223100.00%378,762Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.00%0.00%8,4888,488100.00%314,479Mar 31, 2024
ASCENT GROUP, LLC0.00%0.03%7,6617,661100.00%283,840Mar 31, 2024
LINDENWOLD ADVISORS, INC0.00%0.15%7,6227,622100.00%282,395Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.00%0.01%7,1007,100100.00%263,055Mar 31, 2024
KINGSWOOD WEALTH ADVISORS, LLC0.00%0.03%6,6506,650100.00%246,382Mar 31, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.00%0.21%6,5736,573100.00%243,545Mar 31, 2024
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.0.00%0.00%6,3386,338100.00%234,598Mar 31, 2024
INTEGRATED WEALTH CONCEPTS LLC0.00%0.00%5,8955,895100.00%218,405Mar 31, 2024
NORDEN GROUP LLC0.00%0.02%5,6355,635100.00%208,782Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.00%0.00%5,5565,556100.00%205,842Mar 31, 2024
HARTLINE INVESTMENT CORP/0.00%0.04%5,5355,535100.00%205,072Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.00%-5,5035,503100.00%203,886Mar 31, 2024
DELAP WEALTH ADVISORY, LLC0.00%0.08%5,4625,462100.00%202,354Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.08%2,3362,336100.00%86,549Mar 31, 2024
RIVERVIEW TRUST CO0.00%0.03%1,1541,154100.00%42,756Mar 31, 2024
WEBSTER BANK, N. A.0.00%0.00%1,1001,100100.00%40,755Mar 31, 2024
CBIZ INVESTMENT ADVISORY SERVICES, LLC0.00%0.00%862862100.00%31,937Mar 31, 2024
PISCATAQUA SAVINGS BANK0.00%0.02%750750100.00%27,780,000Mar 31, 2024
FINTRUST CAPITAL ADVISORS, LLC0.00%0.00%625625100.00%23,157Mar 31, 2024
INDEPENDENCE BANK OF KENTUCKY0.00%0.01%528528100.00%19,562Mar 31, 2024
FRG FAMILY WEALTH ADVISORS LLC0.00%0.00%325325100.00%11,889Mar 31, 2024
HILLTOP NATIONAL BANK0.00%0.00%325325100.00%12,041Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.0.00%0.00%209209100.00%7,780,000Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC0.00%0.00%200200100.00%7,410,000Mar 31, 2024
QUARRY LP0.00%0.00%193193100.00%7,151Mar 31, 2024
CREDIT AGRICOLE S A0.00%0.00%175175100.00%6,153Mar 31, 2024
ARLINGTON TRUST CO LLC-0.00%3030100.00%1,112Mar 31, 2024
MATHER GROUP, LLC.--2727100.00%1,008,000Mar 31, 2024
HEADLANDS TECHNOLOGIES LLC-0.00%1313100.00%482Mar 31, 2024

Essential Utilities's largest new institutional shareholder by number of shares is EPOCH INVESTMENT PARTNERS, INC., purchased 1.25M shares, valued at $46.28M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COHEN & STEERS, INC.----1,493,108-100.00%-Mar 31, 2024
NUANCE INVESTMENTS, LLC----630,141-100.00%-Mar 31, 2024
GREENLAND CAPITAL MANAGEMENT LP----167,180-100.00%-Mar 31, 2024
ANDRA AP-FONDEN----98,400-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----95,934-100.00%-Mar 31, 2024
SILVER LAKE ADVISORY, LLC----83,576-100.00%-Mar 31, 2024
LA BANQUE POSTALE ASSET MANAGEMENT SA----60,286-100.00%-Mar 31, 2024
CINCTIVE CAPITAL MANAGEMENT LP----54,502-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----51,716-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----46,740-100.00%-Mar 31, 2024
BOKF, NA----44,326-100.00%-Mar 31, 2024
VERITION FUND MANAGEMENT LLC----38,100-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----35,453-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----31,618-100.00%-Mar 31, 2024
CUTTER & CO BROKERAGE, INC.----30,690-100.00%-Mar 31, 2024
COASTLINE TRUST CO----28,323-100.00%-Mar 31, 2024
XTX TOPCO LTD----19,086-100.00%-Mar 31, 2024
LIBERTY ONE INVESTMENT MANAGEMENT, LLC----17,505-100.00%-Mar 31, 2024
CETERA INVESTMENT ADVISERS----16,335-100.00%-Mar 31, 2024
POINT72 EUROPE (LONDON) LLP----16,159-100.00%-Mar 31, 2024
GTS SECURITIES LLC----15,400-100.00%-Mar 31, 2024
ENGINEERS GATE MANAGER LP----14,820-100.00%-Mar 31, 2024
SHELL ASSET MANAGEMENT CO----14,581-100.00%-Mar 31, 2024
PETRUS TRUST COMPANY, LTA----14,446-100.00%-Mar 31, 2024
CIPHER CAPITAL LP----11,687-100.00%-Mar 31, 2024
SEACREST WEALTH MANAGEMENT, LLC----9,461-100.00%-Mar 31, 2024
MENDEL MONEY MANAGEMENT----8,745-100.00%-Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC----8,381-100.00%-Mar 31, 2024
ROCKLAND TRUST CO----8,307-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----8,000-100.00%-Mar 31, 2024
EISLER CAPITAL (UK) LTD.----7,683-100.00%-Mar 31, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----7,637-100.00%-Mar 31, 2024
BALENTINE LLC----7,512-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----7,200-100.00%-Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.----7,104-100.00%-Mar 31, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /----7,024-100.00%-Mar 31, 2024
CHARTER OAK CAPITAL MANAGEMENT, LLC----6,823-100.00%-Mar 31, 2024
ALGERT GLOBAL LLC----6,768-100.00%-Mar 31, 2024
AXQ CAPITAL, LP----6,176-100.00%-Mar 31, 2024
BAR HARBOR WEALTH MANAGEMENT----6,167-100.00%-Mar 31, 2024
KINGFISHER CAPITAL LLC----6,108-100.00%-Mar 31, 2024
STILLWATER CAPITAL ADVISORS, LLC----5,879-100.00%-Mar 31, 2024
GIRARD PARTNERS LTD.----5,821-100.00%-Mar 31, 2024
INVESTMENT MANAGEMENT CORP OF ONTARIO----5,821-100.00%-Mar 31, 2024
DAYMARK WEALTH PARTNERS, LLC----5,775-100.00%-Mar 31, 2024
MERIDIAN WEALTH PARTNERS, LLC----5,690-100.00%-Mar 31, 2024
GLENVIEW TRUST CO----5,451-100.00%-Mar 31, 2024
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND----4,873-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----4,410-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----3,376-100.00%-Mar 31, 2024
DIVIDEND ASSETS CAPITAL, LLC----2,552-100.00%-Mar 31, 2024
STATE OF WYOMING----2,514-100.00%-Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC----955-100.00%-Mar 31, 2024
PSI ADVISORS, LLC----891-100.00%-Mar 31, 2024
BARE FINANCIAL SERVICES, INC----678-100.00%-Mar 31, 2024
MONTAG A & ASSOCIATES INC----500-100.00%-Mar 31, 2024
RATIONAL ADVISORS LLC----466-100.00%-Mar 31, 2024
NEW MILLENNIUM GROUP LLC----332-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----266-100.00%-Mar 31, 2024
SOUTHSTATE CORP----201-100.00%-Mar 31, 2024
THOMPSON SIEGEL & WALMSLEY LLC----181-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----168-100.00%-Mar 31, 2024
ITAU UNIBANCO HOLDING S.A.----140-100.00%-Mar 31, 2024
EDGEROCK CAPITAL LLC----32-100.00%-Mar 31, 2024
FOSTER DYKEMA CABOT & PARTNERS, LLC----14-100.00%-Mar 31, 2024
ASSETMARK, INC----10-100.00%-Mar 31, 2024
CREWE ADVISORS LLC----8-100.00%-Mar 31, 2024
TRANSAMERICA FINANCIAL ADVISORS, INC.----1-100.00%-Mar 31, 2024

Essential Utilities's largest sold out institutional shareholder by shares sold is COHEN & STEERS, INC., sold -1.49M shares, valued at -, as of undefined.

Essential Utilities Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PIONEER EQUITY INCOME FUND1.17%261,118--Jan 31, 2024
GABELLI UTILITIES FUND0.63%450,432-1,550-0.34%Dec 29, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.53%2,037,38443,3702.18%Dec 29, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.43%1,691--Jan 31, 2024
PRUDENTIAL SECTOR FUNDS, INC.0.36%753,029--Feb 29, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.36%155,401-5,120-3.19%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.34%165,100--Dec 31, 2023
EIP INVESTMENT TRUST0.32%15,00015,000-Jan 31, 2024
COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC0.29%222,160-143,142-39.18%Dec 31, 2023
Cohen & Steers MLP & Energy Opportunity Fund, Inc.0.25%13,6471,1779.44%Feb 29, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.23%13,200--Feb 29, 2024
DNP SELECT INCOME FUND INC0.20%1,548,410--Jan 31, 2024
Macquarie Global Infrastructure Total Return Fund Inc.0.18%128,703--Feb 28, 2023
Humankind Benefit Corp0.17%3,8791895.12%Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.16%20,750--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.16%9,953--Dec 31, 2023
FENIMORE ASSET MANAGEMENT TRUST0.15%190,750--Dec 31, 2023
FRONTIER FUNDS, INC.0.14%62,698-1,225-1.92%Dec 31, 2023
Federated Hermes Index Trust0.13%30,265-343-1.12%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.13%1,352,472-24,245-1.76%Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST0.12%3,000,000--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.12%511,66111,1242.22%Feb 29, 2024
CANTOR FITZGERALD SUSTAINABLE INFRASTRUCTURE FUND0.11%14,2289,740217.02%Dec 31, 2023
Virtus Total Return Fund Inc.0.09%182,024-2,637-1.43%Feb 29, 2024
HENNESSY FUNDS TRUST0.09%178,800-3,500-1.92%Jan 31, 2024
SHELTON FUNDS0.07%125,544-15,000-10.67%Feb 29, 2024
OSI ETF Trust0.07%12,2846605.68%Mar 31, 2022
VARIABLE INSURANCE PRODUCTS FUND III0.07%593,346593,346-Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.06%560,000--Dec 31, 2023
GABELLI UTILITY TRUST0.06%26,400--Dec 29, 2023
Calvert Responsible Index Series, Inc.0.06%92,849-8,546-8.43%Dec 31, 2023
VANGUARD INDEX FUNDS0.06%25,803,3044,507,00821.16%Dec 31, 2023
Virtus Strategy Trust0.05%1,182,690-25,000-2.07%Dec 29, 2023
FRANKLIN FUND ALLOCATOR SERIES0.05%70,802--Jan 31, 2024
Transparent Value Trust0.05%785--Dec 31, 2023
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.04%205,035--Dec 29, 2023
abrdn Global Infrastructure Income Fund0.04%76,103--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.04%162,989-98-0.06%Jan 31, 2024
GABELLI GLOBAL UTILITY & INCOME TRUST0.04%6,500--Dec 29, 2023
Collaborative Investment Series Trust0.04%6,9144506.96%Dec 31, 2023
BOSTON TRUST WALDEN FUNDS0.04%105,35015,10016.73%Dec 29, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%380,000--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%90,000-60,000-40.00%Dec 31, 2023
ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND0.04%58,349--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.03%4,515,000-3,040,000-40.24%Dec 31, 2023
BlackRock ETF Trust0.03%23,92023,905159366.67%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.03%6,227--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.03%63,10620,90949.55%Dec 31, 2023
VANGUARD SPECIALIZED FUNDS0.03%1,444,72448,1813.45%Jan 31, 2024
Voya Infrastructure, Industrials & Materials Fund0.03%6,442--Feb 29, 2024
PAX WORLD FUNDS SERIES TRUST III0.02%7,100--Dec 31, 2023
Cohen & Steers Alternative Income Fund, Inc.0.02%6,135--Jan 31, 2024
Calvert Variable Products, Inc.0.02%55,4909141.67%Dec 31, 2023
CALVERT IMPACT FUND INC0.02%233,781-23,802-9.24%Dec 31, 2023
SYNTAX ETF TRUST0.02%656253.96%Dec 31, 2023
John Hancock Exchange-Traded Fund Trust0.02%119,3171,9341.65%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.02%1,595,53529,0531.85%Jan 31, 2024
FIDELITY ADVISOR SERIES VII0.02%159,418140,135726.73%Jan 31, 2024
Principal Diversified Select Real Asset Fund0.02%9,175--Dec 31, 2023
Nushares ETF Trust0.02%130,772-13,101-9.11%Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.02%37,200--Feb 29, 2024
Fidelity Commonwealth Trust II0.02%112,285--Aug 31, 2023
T. Rowe Price Exchange-Traded Funds, Inc.0.02%105,773--Feb 29, 2024
BAIRD FUNDS INC0.01%14,100,000--Dec 31, 2023
IndexIQ ETF Trust0.01%29,383-1,268-4.14%Jan 31, 2024
FLEXSHARES TRUST0.01%988,689-149,643-13.15%Jan 31, 2024
Cohen & Steers Real Assets Fund, Inc.0.01%41,161-26,292-38.98%Dec 31, 2023
VANGUARD WHITEHALL FUNDS0.01%1,080,505-4,775-0.44%Jan 31, 2024
COHEN & STEERS INFRASTRUCTURE FUND INC0.01%168,103--Dec 31, 2023
ROYCE FUND0.01%64,875--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.01%2,208,268129,3836.22%Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.01%125,00038,59044.66%Jan 31, 2024
Franklin Investors Securities Trust0.01%641,294--Jan 31, 2024
GABELLI DIVIDEND & INCOME TRUST0.01%15,0001,0007.14%Dec 29, 2023
SCHWAB STRATEGIC TRUST0.01%1,579,84892,8346.24%Feb 29, 2024
Goldman Sachs ETF Trust II0.01%8,902210.24%Feb 29, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.01%4,5431,46947.79%Sep 30, 2020
Virtus Investment Trust0.01%251,87612,4035.18%Dec 29, 2023
AMERICAN CENTURY ETF TRUST0.01%852,000--Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.01%4,961-134-2.63%Sep 30, 2023
Advisors' Inner Circle Fund III0.01%101,7942,8942.93%Jan 31, 2024
Voya EQUITY TRUST0.01%10,010-5,991-37.44%Feb 29, 2024
Managed Account Series0.01%6,5363,09289.78%Jan 31, 2024
PENN SERIES FUNDS INC0.01%189,893189,893-Dec 29, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.01%17,1947944.84%Dec 31, 2023
ARCHER INVESTMENT SERIES TRUST0.01%1,959--Feb 29, 2024
Natixis Funds Trust IV0.01%1,9791005.32%Jan 31, 2024
VANGUARD WORLD FUND0.01%1,572,29035,2032.29%Feb 29, 2024
Voya INVESTORS TRUST0.01%301,026301,026-Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.01%165,5925,7343.59%Dec 31, 2023
STEWARD FUNDS, INC.0.01%12,921--Jan 31, 2024
FIDELITY SELECT PORTFOLIOS0.01%338,294246,094266.91%Feb 29, 2024
RBB Fund Trust0.00%4,825--Feb 29, 2024
Fidelity Central Investment Portfolios LLC0.00%94,600--Feb 29, 2024
GABELLI EQUITY SERIES FUNDS INC0.00%3,600--Dec 29, 2023
ALPS ETF Trust0.00%56,16010,15222.07%Feb 29, 2024
Cushing Mutual Funds Trust0.00%125--Aug 31, 2023
M FUND INC0.00%1,994--Mar 31, 2024
VIRTUS ASSET TRUST0.00%107,613--Dec 29, 2023
RYDEX VARIABLE TRUST0.00%4,209-2,074-33.01%Dec 31, 2023

Essential Utilities's largest mutual fund holder by % of total assets is "PIONEER EQUITY INCOME FUND", owning 261.12K shares, compromising 1.17% of its total assets.

Essential Utilities Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24570-6.71%
31 Dec, 236117.38%
30 Sep, 23569-6.87%
30 Jun, 23611-3.93%
31 Mar, 23636-1.24%
31 Dec, 226443.21%
30 Sep, 226240.32%
30 Jun, 22622-1.11%
31 Mar, 22629-1.10%
31 Dec, 216368.72%
30 Sep, 215850.52%
30 Jun, 21582-1.19%
31 Mar, 21589-0.17%
31 Dec, 205904.80%
30 Sep, 20563-0.35%
30 Jun, 20565-1.40%
31 Mar, 205732765.00%
31 Dec, 1920566.67%
30 Sep, 193-
30 Jun, 193-
31 Mar, 193-

As of 31 Mar 24, 570 institutions are holding Essential Utilities's shares, representing a decrease of -6.71% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24210,653,7493.26%
31 Dec, 23204,006,8664.06%
30 Sep, 23196,049,3964.50%
30 Jun, 23187,615,173-1.21%
31 Mar, 23189,910,533-1.22%
31 Dec, 22192,248,9302.12%
30 Sep, 22188,260,4280.92%
30 Jun, 22186,548,1533.60%
31 Mar, 22180,071,9232.89%
31 Dec, 21175,020,0342.37%
30 Sep, 21170,964,522-0.85%
30 Jun, 21172,434,2040.83%
31 Mar, 21171,020,897-1.11%
31 Dec, 20172,941,3661.15%
30 Sep, 20170,975,2693.36%
30 Jun, 20165,415,0990.72%
31 Mar, 20164,233,89839366.12%
31 Dec, 19416,1394787.13%
30 Sep, 198,515-1.16%
30 Jun, 198,615-
31 Mar, 198,615-

Essential Utilities (WTRG) has 210.65M shares outstanding as of 31 Mar 24, up 3.26% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2478.85%1.35%
31 Dec, 2376.47%1.39%
30 Sep, 2374.14%1.47%
30 Jun, 2371.01%1.37%
31 Mar, 2371.88%1.34%
31 Dec, 2273.18%1.42%
30 Sep, 2271.80%1.42%
30 Jun, 2271.17%1.51%
31 Mar, 2268.74%1.49%
31 Dec, 2167.97%1.56%
30 Sep, 2166.07%1.44%
30 Jun, 2167.68%1.50%
31 Mar, 2167.18%1.40%
31 Dec, 2069.24%1.53%
30 Sep, 2067.24%1.59%
30 Jun, 2065.08%1.35%
31 Mar, 2069.55%186575.09%
31 Dec, 190.19%1421972.97%
30 Sep, 190.00%23923.08%
30 Jun, 190.00%16950.00%
31 Mar, 190.00%-

As of 31 Mar 24, Essential Utilities is held by 78.85% institutional shareholders, representing a 1.35% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24265-17.70%
31 Dec, 2332225.78%
30 Sep, 232564.07%
30 Jun, 23246-9.56%
31 Mar, 23272-13.10%
31 Dec, 223131.29%
30 Sep, 2230911.15%
30 Jun, 22278-7.02%
31 Mar, 22299-8.56%
31 Dec, 2132734.57%
30 Sep, 212432.10%
30 Jun, 21238-8.11%
31 Mar, 21259-7.83%
31 Dec, 2028118.57%
30 Sep, 20237-7.06%
30 Jun, 20255-53.97%
31 Mar, 205543158.82%
31 Dec, 1917-
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 193-

265 institutional shareholders have increased their position in WTRG stock as of 31 Mar 24 compared to 322 in the previous quarter (a -17.70% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24191-1.55%
31 Dec, 23194-3.96%
30 Sep, 23202-6.05%
30 Jun, 23215-0.46%
31 Mar, 2321610.20%
31 Dec, 2219616.67%
30 Sep, 22168-10.64%
30 Jun, 221880.53%
31 Mar, 2218710.00%
31 Dec, 21170-4.49%
30 Sep, 211782.89%
30 Jun, 21173-5.46%
31 Mar, 2118311.59%
31 Dec, 20164-8.38%
30 Sep, 201798.48%
30 Jun, 201654025.00%
31 Mar, 204-
31 Dec, 19--100.00%
30 Sep, 191-
30 Jun, 19--
31 Mar, 19--

191 institutional shareholders have reduced their position in WTRG stock as of 31 Mar 24 compared to 194 in the previous quarter (a -1.55% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24570-6.71%210,653,7493.26%78.85%1.35%265-17.70%191-1.55%
31 Dec, 236117.38%204,006,8664.06%76.47%1.39%32225.78%194-3.96%
30 Sep, 23569-6.87%196,049,3964.50%74.14%1.47%2564.07%202-6.05%
30 Jun, 23611-3.93%187,615,173-1.21%71.01%1.37%246-9.56%215-0.46%
31 Mar, 23636-1.24%189,910,533-1.22%71.88%1.34%272-13.10%21610.20%
31 Dec, 226443.21%192,248,9302.12%73.18%1.42%3131.29%19616.67%
30 Sep, 226240.32%188,260,4280.92%71.80%1.42%30911.15%168-10.64%
30 Jun, 22622-1.11%186,548,1533.60%71.17%1.51%278-7.02%1880.53%
31 Mar, 22629-1.10%180,071,9232.89%68.74%1.49%299-8.56%18710.00%
31 Dec, 216368.72%175,020,0342.37%67.97%1.56%32734.57%170-4.49%
30 Sep, 215850.52%170,964,522-0.85%66.07%1.44%2432.10%1782.89%
30 Jun, 21582-1.19%172,434,2040.83%67.68%1.50%238-8.11%173-5.46%
31 Mar, 21589-0.17%171,020,897-1.11%67.18%1.40%259-7.83%18311.59%
31 Dec, 205904.80%172,941,3661.15%69.24%1.53%28118.57%164-8.38%
30 Sep, 20563-0.35%170,975,2693.36%67.24%1.59%237-7.06%1798.48%
30 Jun, 20565-1.40%165,415,0990.72%65.08%1.35%255-53.97%1654025.00%
31 Mar, 205732765.00%164,233,89839366.12%69.55%186575.09%5543158.82%4-
31 Dec, 1920566.67%416,1394787.13%0.19%1421972.97%17---100.00%
30 Sep, 193-8,515-1.16%0.00%23923.08%--1-
30 Jun, 193-8,615-0.00%16950.00%--100.00%--
31 Mar, 193-8,615-0.00%-3---

Essential Utilities Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 06, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell2,023$36.56$73.96K55,732
May 03, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell2,023$36.56$73.96K13,358
Apr 02, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell5,565$37.21$207.07K57,755
Mar 13, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell3,551$36.00$127.84K63,320
Mar 07, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell6,350$35.60$226.06K66,871
Mar 07, 2024Amato Elizabeth Bdirector-P-PurchaseBuy3,100$35.02$108.56K16,103

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 07, 2024Amato Elizabeth Bdirector-P-PurchaseBuy3,100$35.02$108.56K16,103

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 06, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell2,023$36.56$73.96K55,732
May 03, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell2,023$36.56$73.96K13,358
Apr 02, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell5,565$37.21$207.07K57,755
Mar 13, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell3,551$36.00$127.84K63,320
Mar 07, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell6,350$35.60$226.06K66,871
Feb 28, 2024Franklin Chrisofficer Chief Executive OfficerF-InKindSell18,375$35.48$651.95K246,777
Feb 28, 2024SCHULLER DANIELofficer Executive Vice PresidentF-InKindSell4,879$35.48$173.11K61,098
Feb 28, 2024Luning Christopher Paulofficer EVP, General CounselF-InKindSell3,625$35.48$128.61K64,097
Feb 28, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerF-InKindSell1,108$35.48$39.31K73,221
Feb 28, 2024Rhodes Matthewofficer EVP, Strategy & Corp DevF-InKindSell4,024$35.48$142.77K39,099
Feb 28, 2024Arnold Colleenofficer PresidentF-InKindSell1,528$35.48$54.21K11,047

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024Bruner Christopher Ldirector Buy----
May 06, 2024Linde Tamara Louisedirector Buy----
May 06, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell2,023$36.56$73.96K55,732
May 03, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell2,023$36.56$73.96K13,358
Apr 02, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell5,565$37.21$207.07K57,755
Mar 13, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell3,551$36.00$127.84K63,320
Mar 07, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerS-SaleSell6,350$35.60$226.06K66,871
Mar 07, 2024Amato Elizabeth Bdirector-P-PurchaseBuy3,100$35.02$108.56K16,103
Feb 28, 2024Franklin Chrisofficer Chief Executive OfficerA-AwardBuy24,428--265,152
Feb 28, 2024Franklin Chrisofficer Chief Executive OfficerF-InKindSell18,375$35.48$651.95K246,777
Feb 28, 2024SCHULLER DANIELofficer Executive Vice PresidentA-AwardBuy6,468--65,977
Feb 28, 2024SCHULLER DANIELofficer Executive Vice PresidentF-InKindSell4,879$35.48$173.11K61,098
Feb 28, 2024Luning Christopher Paulofficer EVP, General CounselA-AwardBuy4,738--67,722
Feb 28, 2024Luning Christopher Paulofficer EVP, General CounselF-InKindSell3,625$35.48$128.61K64,097
Feb 28, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerA-AwardBuy1,497--74,329
Feb 28, 2024RUBIN ROBERT Aofficer Chief Accounting OfficerF-InKindSell1,108$35.48$39.31K73,221
Feb 28, 2024Rhodes Matthewofficer EVP, Strategy & Corp DevA-AwardBuy5,294--43,123
Feb 28, 2024Rhodes Matthewofficer EVP, Strategy & Corp DevF-InKindSell4,024$35.48$142.77K39,099
Feb 28, 2024Arnold Colleenofficer PresidentA-AwardBuy2,336--12,575
Feb 28, 2024Arnold Colleenofficer PresidentF-InKindSell1,528$35.48$54.21K11,047

The last insider sell of Essential Utilities's stock was made by RUBIN ROBERT A on May 06 2024, selling 2,023 shares at $36.56 per share (valued at $73.96K). The last insider buy of WTRG was made by Amato Elizabeth B on Mar 07 2024, buying 3,100 shares at $35.02 per share (worth $108.56K).

Essential Utilities Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-2-
Q1 2024229244.44%
Q4 20231--
Q2 202361600.00%
Q1 2023297414.29%
Q4 202277100.00%
Q3 20228--
Q2 20226--
Q1 2022196316.67%
Q4 202171700.00%
Q3 202196150.00%
Q2 202182400.00%
Q1 20212113161.54%
Q4 20207887.50%
Q3 202093300.00%
Q2 202072350.00%
Q1 2020237328.57%
Q4 201971700.00%
Q3 201915--
Q2 2019---

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Essential Utilities's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-2-
Q1 20241250.00%
Q4 2023---
Q2 2023-1-
Q1 20231--
Q4 2022-1-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021-1-
Q3 2021-4-
Q2 2021-2-
Q1 2021---
Q4 2020-4-
Q3 2020-3-
Q2 2020-2-
Q1 202011100.00%
Q4 2019---
Q3 20192--
Q2 2019---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Essential Utilities's stocks.

Essential Utilities Peer Ownership


TickerCompany
ARTNAArtesian Resources Corporation
SJWSJW Group
CWTCalifornia Water Service Group
AWRAmerican States Water Company
AWKAmerican Water Works Company, Inc.
MSEXMiddlesex Water Company
YORWThe York Water Company
CWCOConsolidated Water Co. Ltd.
GWRSGlobal Water Resources, Inc.

WTRG Ownership FAQ


Essential Utilities is owned by institutional shareholders (78.85%), insiders (0.19%), and public (20.96%). The largest institutional shareholder of Essential Utilities is BLACKROCK INC. (11.61% of total shares) and the top mutual fund owner is PIONEER EQUITY INCOME FUND (1.17% of total shares).

Essential Utilities's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CANADA PENSION PLAN INVESTMENT BOARD, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and STATE STREET CORP. The top five shareholders own together 40.34% of the company's share outstanding.

As of Mar 2024, there are 570 institutional shareholders of Essential Utilities.

BLACKROCK INC owns 31.03M shares of Essential Utilities, representing 11.61% of the company's total shares outstanding, valued at $1.15B (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 27.91M shares of Essential Utilities (WTRG), compromising 10.45% of the company, valued at $1.03B.

CANADA PENSION PLAN INVESTMENT BOARD is the third largest holder of Essential Utilities. The company owns 21.66M of the company's shares outstanding (worth $802.54M).