carbonthatcarbonthat
← Every company

Who Owns Essential Utilities Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Essential Utilities Inc.

Who crossed 5% of WTRG →
Managers holding
26
as of 2026-09-30
Reported value
$12.4M
summed across filings
Shares held
316.8K
Added vs trimmed
8 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
TOTH FINANCIAL ADVISORY CORPCOM103.7K shtrimmed$4.1M
BENEDICT FINANCIAL ADVISORS INCCommon Stock48.5K shtrimmed$1.9M
Investors Research CorpCOM32.6K shtrimmed$1.3M
Ridgewood Investments LLCCOM24.8K shadded$971.5K
Farther Finance Advisors, LLCStock18.6K shadded$730.6K
Peoples Bank/KSCommon Stock13K shheld$507.6K
Apella Capital, LLCCOM9.8K shadded$377.6K
RTD Financial Advisors, Inc.COM9.2K shadded$362K
EASTERN BANKCOM8.9K shadded$348.1K
GAMMA Investing LLCCommon Stock8.4K shadded$330.6K
TOMPKINS FINANCIAL CORPCOM8K shheld$312.2K
Wedmont Private CapitalCOM8.1K shadded$312K
ARMSTRONG ADVISORY GROUP, INCCOM7.8K shheld$303.8K
Ledgewood Wealth Advisors, LLCCOM5.2K shheld$204K
CoreCap Advisors, LLCStock4.3K shtrimmed$167.2K
Byrne Asset Management LLCCOM1.1K shtrimmed$42.5K
Trust CoStock1.1K shheld$41.3K
Rosenberg Matthew HamiltonStock947 shheld$37.1K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock917 shtrimmed$35.9K
FIRST COMMUNITY TRUST NACOM802 shheld$31.4K
Bangor Savings BankCOM609 shadded$23.9K
Bank of New HampshireCOM375 shheld$14.7K
GK Wealth Management LLCCOM116 sh—$4.5K
Retirement Wealth Solutions LLCCOM109 shtrimmed$4.3K
AMERICAN NATIONAL BANK & TRUSTCOM12 shtrimmed$470
Davis Capital ManagementStock1 sh—$39

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on WTRG

Company overviewEverything on WTRG in one place, with the price.SEC filingsWhat WTRG's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WTRG's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold WTRG, and how big a bet.Federal contractsWhat federal agencies pay WTRG.

Follow Essential Utilities Inc (WTRG) by email

New trades in Essential Utilities Inc (WTRG) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.