Essential Utilities, Inc. (WTRG) — Institutional Holders, Q2 2026 (page 4)
704 institutional investment managers reported a WTRG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WTRG 13F holders ranked 301–400 of 704
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Bleakley Financial Group#301 · 23,330 sh | 23,330 | $893.8K | 0.01% | +115.8% |
| 302 | GSA CAPITAL PARTNERS LLP#302 · 23,277 sh | 23,277 | $892.0K | 0.06% | -43.8% |
| 303 | BFSG#303 · 22,752 sh | 22,752 | $871.6K | 0.08% | +497.8% |
| 304 | Key FInancial#304 · 21,643 sh | 21,643 | $829.1K | 0.14% | -14.1% |
| 305 | SECURIAN ASSET MANAGEMENT#305 · 20,884 sh | 20,884 | $828.9K | 0.03% | +0.1% |
| 306 | Ethic#306 · 21,478 sh | 21,478 | $822.8K | 0.01% | -4.6% |
| 307 | CULLEN/FROST BANKERS#307 · 21,187 sh | 21,187 | $811.7K | <0.01% | -14.1% |
| 308 | Aspire Private Capital#308 · 21,176 sh | 21,176 | $811.3K | 0.17% | 0.0% |
| 309 | Ridgewood Investments#309 · 20,920 sh | 20,920 | $801.4K | — | +96.1% |
| 310 | Holos Integrated Wealth#310 · 20,455 sh | 20,455 | $799.4K | — | 0.0% |
| 311 | Merit Financial Group#311 · 20,829 sh | 20,829 | $797.9K | <0.01% | +50.4% |
| 312 | Sanctuary Advisors#312 · 20,454 sh | 20,454 | $783.6K | <0.01% | +96.1% |
| 313 | Perigon Wealth Management#313 · 20,325 sh | 20,325 | $778.6K | — | -21.1% |
| 314 | TWO SIGMA INVESTMENTS#314 · 20,318 sh | 20,318 | $778.4K | <0.01% | New |
| 315 | Summit Financial#315 · 20,297 sh | 20,297 | $777.6K | <0.01% | +1.3% |
| 316 | IFM Investors Pty Ltd#316 · 20,249 sh | 20,249 | $775.7K | — | +1.0% |
| 317 | Integrated Wealth Concepts#317 · 20,223 sh | 20,223 | $774.8K | <0.01% | +50.1% |
| 318 | Summit Trail Advisors#318 · 20,040 sh | 20,040 | $767.7K | <0.01% | +6.6% |
| 319 | Susquehanna Portfolio Strategies#319 · 19,851 sh | 19,851 | $760.5K | 0.01% | -93.3% |
| 320 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#320 · 19,583 sh | 19,583 | $750.2K | <0.01% | +9.6% |
| 321 | SCHNIEDERS CAPITAL MANAGEMENT#321 · 19,321 sh | 19,321 | $740.2K | 0.10% | 0.0% |
| 322 | Cullen Capital Management#322 · 19,014 sh | 19,014 | $728.4K | <0.01% | -29.3% |
| 323 | Lido Advisors#323 · 18,996 sh | 18,996 | $727.7K | <0.01% | +1.9% |
| 324 | Penobscot Investment Management Company#324 · 18,975 sh | 18,975 | $726.9K | — | 0.0% |
| 325 | Kiker Wealth Management#325 · 18,685 sh | 18,685 | $715.8K | 0.28% | +4.1% |
| 326 | FIDUCIARY#326 · 18,630 sh | 18,630 | $713.7K | <0.01% | -6.4% |
| 327 | BLUE BELL PRIVATE WEALTH MANAGEMENT#327 · 18,554 sh | 18,554 | $710.8K | 0.09% | -8.9% |
| 328 | HSBC PLC#328 · 18,307 sh | 18,307 | $708.1K | <0.01% | +7.1% |
| 329 | Willow Creek Capital Management#329 · 18,417 sh | 18,417 | $705.6K | — | — |
| 330 | CHESAPEAKE CAPITAL#330 · 18,273 sh | 18,273 | $700.0K | 0.37% | +20.2% |
| 331 | AGP FRANKLIN#331 · 18,246 sh | 18,246 | $699.0K | 0.30% | -46.1% |
| 332 | Crossmark Global#332 · 18,229 sh | 18,229 | $698.4K | — | 0.0% |
| 333 | FEDERATED HERMES#333 · 18,224 sh | 18,224 | $698.2K | <0.01% | -5.9% |
| 334 | TRUIST FINANCIAL#334 · 17,695 sh | 17,695 | $677.9K | <0.01% | +22.2% |
| 335 | Costello Asset Management#335 · 17,644 sh | 17,644 | $675.9K | 0.20% | -7.0% |
| 336 | Eurizon Capital SGR S.p.A.#336 · 17,096 sh | 17,096 | $655.4K | <0.01% | -95.4% |
| 337 | Haverford#337 · 17,036 sh | 17,036 | $652.6K | <0.01% | -12.7% |
| 338 | DnB Asset Management AS#338 · 17,003 sh | 17,003 | $651.4K | <0.01% | -8.4% |
| 339 | EVERETT HARRIS#339 · 17,000 sh | 17,000 | $651.3K | <0.01% | +6.2% |
| 340 | Belpointe Asset Management#340 · 16,857 sh | 16,857 | $645.8K | 0.02% | -2.8% |
| 341 | Smithfield#341 · 16,524 sh | 16,524 | $634.0K | 0.03% | -4.3% |
| 342 | Farther Finance Advisors#342 · 16,440 sh | 16,440 | $629.9K | — | -12.2% |
| 343 | Virtue Capital Management#343 · 16,422 sh | 16,422 | $629.1K | 0.08% | -14.3% |
| 344 | TWO SIGMA SECURITIES#344 · 16,350 sh | 16,350 | $626.4K | 0.05% | New |
| 345 | PRUDENTIAL FINANCIAL#345 · 16,222 sh | 16,222 | $621.5K | <0.01% | -4.4% |
| 346 | Wealthspire Advisors#346 · 16,131 sh | 16,131 | $618.0K | <0.01% | -2.2% |
| 347 | UNITED CAPITAL FINANCIAL ADVISORS#347 · 16,033 sh | 16,033 | $614.2K | <0.01% | -34.6% |
| 348 | Versor Investments#348 · 15,762 sh | 15,762 | $603.8K | — | +27.0% |
| 349 | Loudon Investment Management#349 · 15,463 sh | 15,463 | $592.4K | 0.29% | 0.0% |
| 350 | PRAXIS INVESTMENT MANAGEMENT#350 · 15,343 sh | 15,343 | $588.0K | 0.03% | -8.8% |
| 351 | Rockefeller Capital Management L.P.#351 · 15,274 sh | 15,274 | $585.2K | <0.01% | +8.1% |
| 352 | MAI Capital Management#352 · 14,831 sh | 14,831 | $568.2K | <0.01% | +98.6% |
| 353 | Holocene Advisors#353 · 14,539 sh | 14,539 | $557.0K | <0.01% | 0.0% |
| 354 | Blossom Wealth Management#354 · 14,521 sh | 14,521 | $556.3K | 0.78% | -3.6% |
| 355 | Resurgent Financial Advisors#355 · 14,413 sh | 14,413 | $552.2K | 0.15% | 0.0% |
| 356 | Aristotle Capital Boston#356 · 14,388 sh | 14,388 | $551.2K | 0.04% | -25.2% |
| 357 | AG2R LA MONDIALE GESTION D'ACTIFS#357 · 14,259 sh | 14,259 | $546.3K | — | +7.6% |
| 358 | INGALLS & SNYDER#358 · 14,022 sh | 14,022 | $537.0K | 0.01% | -1.3% |
| 359 | FIRST CITIZENS BANK#359 · 13,957 sh | 13,957 | $534.7K | — | +3.2% |
| 360 | Jump Financial#360 · 13,835 sh | 13,835 | $530.0K | <0.01% | New |
| 361 | Envestnet Portfolio Solutions#361 · 13,801 sh | 13,801 | $528.7K | <0.01% | +1.2% |
| 362 | NOMURA#362 · 13,659 sh | 13,659 | $523.3K | <0.01% | +17.5% |
| 363 | First Pacific Financial#363 · 13,593 sh | 13,593 | $520.7K | — | -7.5% |
| 364 | Red Door Wealth Management#364 · 13,523 sh | 13,523 | $518.1K | 0.05% | 0.0% |
| 365 | US BANCORP \DE\#365 · 13,509 sh | 13,509 | $517.5K | <0.01% | -4.8% |
| 366 | Meeder Advisory Services#366 · 13,487 sh | 13,487 | $516.7K | 0.02% | -10.3% |
| 367 | Sivia Capital Partners#367 · 13,461 sh | 13,461 | $515.7K | 0.06% | +139.1% |
| 368 | Pullen Investment Management#368 · 12,962 sh | 12,962 | $496.6K | — | +4.7% |
| 369 | Peoples Bank#369 · 12,952 sh | 12,952 | $496.2K | — | -4.6% |
| 370 | Alan B. Lancz & Associates#370 · 12,784 sh | 12,784 | $489.8K | 0.43% | 0.0% |
| 371 | Himension Fund#371 · 12,371 sh | 12,371 | $473.9K | 0.03% | New |
| 372 | Compass Ion Advisors#372 · 12,250 sh | 12,250 | $469.3K | — | -0.1% |
| 373 | AMERICAN CENTURY COMPANIES#373 · 12,222 sh | 12,222 | $468.2K | <0.01% | -91.5% |
| 374 | MITCHELL SINKLER & STARR#374 · 12,177 sh | 12,177 | $466.5K | — | +2.2% |
| 375 | WHITTIER OF NEVADA#375 · 11,870 sh | 11,870 | $463.9K | <0.01% | -17.4% |
| 376 | Skandinaviska Enskilda Banken AB (publ)#376 · 12,000 sh | 12,000 | $459.7K | 0.02% | New |
| 377 | SummitTX Capital, L.P.#377 · 11,744 sh | 11,744 | $449.9K | 0.01% | New |
| 378 | WealthTrust Axiom#378 · 11,607 sh | 11,607 | $444.7K | 0.10% | +1.6% |
| 379 | Godshalk Welsh Capital Management#379 · 11,436 sh | 11,436 | $438.1K | 0.24% | 0.0% |
| 380 | Clean Yield Group#380 · 11,379 sh | 11,379 | $435.9K | 0.11% | -10.6% |
| 381 | CHASE INVESTMENT COUNSEL#381 · 11,267 sh | 11,267 | $431.0K | 0.09% | +7.1% |
| 382 | READYSTATE ASSET MANAGEMENT#382 · 11,212 sh | 11,212 | $429.5K | <0.01% | New |
| 383 | CIBC Asset Management#383 · 11,181 sh | 11,181 | $428.3K | <0.01% | +2.9% |
| 384 | SS&H Financial Advisors#384 · 11,074 sh | 11,074 | $424.0K | 0.11% | — |
| 385 | WILEY BROS.-AINTREE CAPITAL#385 · 11,061 sh | 11,061 | $423.9K | <0.01% | -1.5% |
| 386 | Quaker Wealth Management#386 · 10,957 sh | 10,957 | $419.8K | — | -0.1% |
| 387 | Independent Advisor Alliance#387 · 10,956 sh | 10,956 | $419.7K | <0.01% | +0.6% |
| 388 | Coastal Bridge Advisors#388 · 10,945 sh | 10,945 | $419.3K | 0.03% | 0.0% |
| 389 | Bernardo Wealth Planning#389 · 10,796 sh | 10,796 | $413.6K | — | 0.0% |
| 390 | Forvis Mazars Wealth Advisors#390 · 10,653 sh | 10,653 | $408.1K | — | +1.9% |
| 391 | Dorsey & Whitney#391 · 10,633 sh | 10,633 | $407.4K | 0.02% | -1.6% |
| 392 | EagleClaw Capital Managment#392 · 10,627 sh | 10,627 | $407.1K | 0.05% | -3.8% |
| 393 | TD Waterhouse Canada#393 · 10,473 sh | 10,473 | $398.3K | — | +4.2% |
| 394 | GATEWAY INVESTMENT ADVISERS#394 · 10,363 sh | 10,363 | $397.0K | — | -90.0% |
| 395 | Neo Ivy Capital Management#395 · 10,363 sh | 10,363 | $397.0K | 0.09% | New |
| 396 | Compound Planning#396 · 10,309 sh | 10,309 | $395.0K | 0.01% | -7.8% |
| 397 | GREAT VALLEY ADVISOR GROUP#397 · 10,272 sh | 10,272 | $393.5K | <0.01% | +0.3% |
| 398 | Ashton Thomas Private Wealth#398 · 10,142 sh | 10,142 | $388.5K | <0.01% | New |
| 399 | Institute for Wealth Management#399 · 9,972 sh | 9,972 | $382.0K | 0.03% | 0.0% |
| 400 | UNIVEST FINANCIAL#400 · 9,824 sh | 9,824 | $376.4K | 0.02% | +89.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.