ETF Holdings Breakdown of WTRG

Stock NameEssential Utilities Inc
TickerWTRG(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS29670G1022
LEI549300ILTEOF3E3QY357

News associated with WTRG

Guggenheim Capital LLC Has $2.09 Million Stock Position in Essential Utilities, Inc. (NYSE:WTRG)
Guggenheim Capital LLC cut its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 3.4% in the 4th quarter, HoldingsChannel reports. The fund owned 57,514 shares of the company’s stock after selling 2,002 shares during the period. Guggenheim Capital LLC’s holdings in Essential Utilities were worth $2,089,000 as of its most recent […] - 2025-04-21 08:50:47
Barclays PLC Grows Holdings in Essential Utilities, Inc. (NYSE:WTRG)
Barclays PLC lifted its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 25.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 442,767 shares of the company’s stock after buying an additional 90,746 shares during the quarter. Barclays PLC’s holdings in Essential Utilities were worth $16,080,000 as of its […] - 2025-04-21 08:07:16
Federated Hermes Inc. Decreases Position in Essential Utilities, Inc. (NYSE:WTRG)
Federated Hermes Inc. cut its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 21.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 20,711 shares of the company’s stock after selling 5,769 shares during the period. Federated Hermes Inc.’s holdings in Essential Utilities were worth $752,000 as of its most recent […] - 2025-04-17 08:09:08
Russell Investments Group Ltd. Sells 2,818 Shares of Essential Utilities, Inc. (NYSE:WTRG)
Russell Investments Group Ltd. trimmed its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 187,062 shares of the company’s stock after selling 2,818 shares during the period. Russell Investments Group Ltd.’s holdings in […] - 2025-04-14 08:07:53
StockNews.com Downgrades Essential Utilities (NYSE:WTRG) to Sell
Essential Utilities (NYSE:WTRG – Get Free Report) was downgraded by investment analysts at StockNews.com from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Saturday. A number of other research firms have also recently commented on WTRG. Jefferies Financial Group raised Essential Utilities from a “hold” rating […] - 2025-04-14 05:52:50
JPMorgan Chase & Co. Reduces Holdings in Essential Utilities, Inc. (NYSE:WTRG)
JPMorgan Chase & Co. reduced its position in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 39.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 582,189 shares of the company’s stock after selling 371,795 shares during the period. JPMorgan Chase & Co.’s holdings in Essential Utilities were worth $21,145,000 as of its most […] - 2025-04-11 08:05:27
O Shaughnessy Asset Management LLC Cuts Stock Holdings in Essential Utilities, Inc. (NYSE:WTRG)
O Shaughnessy Asset Management LLC lessened its holdings in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 14.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 35,386 shares of the company’s stock after selling 5,875 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Essential […] - 2025-04-07 08:17:07
Blair William & Co. IL Raises Stock Holdings in Essential Utilities, Inc. (NYSE:WTRG)
Blair William & Co. IL raised its stake in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 1.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,652 shares of the company’s stock after purchasing an additional 285 shares during the period. Blair William […] - 2025-04-04 09:33:00
Sei Investments Co. Acquires 106,735 Shares of Essential Utilities, Inc. (NYSE:WTRG)
Sei Investments Co. raised its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 163.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 172,156 shares of the company’s stock after purchasing an additional 106,735 shares during the period. […] - 2025-04-01 08:10:53
Mitsubishi UFJ Trust & Banking Corp Has $4.38 Million Holdings in Essential Utilities, Inc. (NYSE:WTRG)
Mitsubishi UFJ Trust & Banking Corp lessened its position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 16.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,467 shares of the company’s stock after selling 24,151 shares during the […] - 2025-03-31 08:40:55
Essential Utilities, Inc. (NYSE:WTRG) Shares Sold by Intech Investment Management LLC
Intech Investment Management LLC lessened its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 67.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,664 shares of the company’s stock after selling 15,537 shares during the quarter. Intech Investment Management […] - 2025-03-27 08:22:54
Cibc World Markets Corp Lowers Holdings in Essential Utilities, Inc. (NYSE:WTRG)
Cibc World Markets Corp cut its position in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 22.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,765 shares of the company’s stock after selling 3,377 shares during the quarter. Cibc World Markets […] - 2025-03-24 08:30:49
HighTower Advisors LLC Acquires 3,859 Shares of Essential Utilities, Inc. (NYSE:WTRG)
HighTower Advisors LLC grew its position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 3.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 101,573 shares of the company’s stock after purchasing an additional 3,859 shares during the quarter. HighTower Advisors […] - 2025-03-21 08:22:59
Wealthfront Advisers LLC Makes New $234,000 Investment in Essential Utilities, Inc. (NYSE:WTRG)
Wealthfront Advisers LLC purchased a new position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 6,451 shares of the company’s stock, valued at approximately $234,000. Other large investors have also recently bought and […] - 2025-03-18 09:46:55
10,695 Shares in Essential Utilities, Inc. (NYSE:WTRG) Bought by Independent Advisor Alliance
Independent Advisor Alliance acquired a new stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 10,695 shares of the company’s stock, valued at approximately $388,000. Several other hedge funds and other institutional investors […] - 2025-03-18 08:21:13
Steward Partners Investment Advisory LLC Has $1.40 Million Stake in Essential Utilities, Inc. (NYSE:WTRG)
Steward Partners Investment Advisory LLC increased its stake in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 0.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 38,652 shares of the company’s stock after purchasing an additional 356 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in Essential Utilities were worth $1,404,000 […] - 2025-03-10 07:44:57
Proficio Capital Partners LLC Makes New Investment in Essential Utilities, Inc. (NYSE:WTRG)
Proficio Capital Partners LLC purchased a new position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 44,637 shares of the company’s stock, valued at approximately $1,621,000. Other large investors […] - 2025-03-07 09:26:50
Essential Utilities a Top Ranked SAFE Dividend Stock With 3.3% Yield (WTRG)
Essential Utilities Inc (Symbol: WTRG) has been named to the Dividend Channel ''S.A.F.E. 25'' list, signifying a stock with above-average ''DividendRank'' statistics including a strong 3.3% yield, as well as a superb track record of at least two decades of dividend growth, accor - 2025-03-04 12:41:11
WTRG Added as Top 10 Utility Dividend Stock With 3.43% Yield
Essential Utilities Inc (Symbol: WTRG) has been named as a Top 10 dividend paying utility stock, according to Dividend Channel, which published its weekly ''DividendRank'' report. The report noted that among utilities, WTRG shares displayed both attractive valuation metrics an - 2025-03-03 12:50:14
Wealthspire Advisors LLC Acquires 645 Shares of Essential Utilities, Inc. (NYSE:WTRG)
Wealthspire Advisors LLC boosted its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 4.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,995 shares of the company’s stock after buying an additional 645 shares during the quarter. Wealthspire […] - 2025-02-27 09:41:19
New York State Teachers Retirement System Cuts Stock Holdings in Essential Utilities, Inc. (NYSE:WTRG)
New York State Teachers Retirement System decreased its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 3.7% during the fourth quarter, HoldingsChannel reports. The firm owned 283,791 shares of the company’s stock after selling 11,000 shares during the period. New York State Teachers Retirement System’s holdings in Essential Utilities were worth […] - 2025-02-19 10:44:51
State of Alaska Department of Revenue Sells 445 Shares of Essential Utilities, Inc. (NYSE:WTRG)
State of Alaska Department of Revenue lessened its holdings in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 1.5% in the fourth quarter, Holdings Channel reports. The firm owned 28,811 shares of the company’s stock after selling 445 shares during the period. State of Alaska Department of Revenue’s holdings in Essential Utilities were worth $1,046,000 […] - 2025-02-14 09:18:52
Mirae Asset Global Investments Co. Ltd. Sells 446 Shares of Essential Utilities, Inc. (NYSE:WTRG)
Mirae Asset Global Investments Co. Ltd. lessened its position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 7.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,794 shares of the company’s stock after selling 446 shares during the quarter. […] - 2025-02-14 08:30:55
Analysts Set Essential Utilities, Inc. (NYSE:WTRG) Price Target at $43.00
Shares of Essential Utilities, Inc. (NYSE:WTRG – Get Free Report) have been given a consensus recommendation of “Moderate Buy” by the six brokerages that are covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a hold rating and five have issued a buy rating on the company. The average […] - 2025-02-11 06:16:47
Robeco Institutional Asset Management B.V. Has $2.05 Million Holdings in Essential Utilities, Inc. (NYSE:WTRG)
Robeco Institutional Asset Management B.V. increased its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 56,560 shares of the company’s stock after purchasing an additional 3,569 […] - 2025-02-04 08:34:58
Pacer Advisors Inc. Reduces Stock Position in Essential Utilities, Inc. (NYSE:WTRG)
Pacer Advisors Inc. trimmed its holdings in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 18.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,835 shares of the company’s stock after selling 8,223 shares during the period. Pacer Advisors Inc.’s holdings in […] - 2025-02-03 08:33:01
KBC Group NV Boosts Stake in Essential Utilities, Inc. (NYSE:WTRG)
KBC Group NV grew its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 24.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 22,255 shares of the company’s stock after buying an additional 4,307 shares during the quarter. KBC […] - 2025-02-02 10:07:09
Kingswood Wealth Advisors LLC Invests $422,000 in Essential Utilities, Inc. (NYSE:WTRG)
Kingswood Wealth Advisors LLC purchased a new position in Essential Utilities, Inc. (NYSE:WTRG – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 11,622 shares of the company’s stock, valued at approximately $422,000. A number of other hedge funds also recently modified their holdings of the stock. Toth Financial Advisory Corp raised […] - 2025-01-31 08:53:03

WTRG institutional holdings

The following institutional investment holdings of WTRG have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 378,405USD 15,363,243 -1.0%
2025-05-08 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 378,405USD 15,363,243
2025-05-08 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 378,405USD 15,363,243
2025-05-08 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 378,405USD 15,363,243 -1.0%
2025-05-08 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 51,172 -0.3%USD 2,077,583 -1.2%
2025-05-08 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 42,630USD 1,730,778
2025-05-08 IE00BYX2JD69 (iShares MSCI World SRI UCITS ETF) 186,101USD 7,555,701
2025-05-08 IE00BMZ17T93 (iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) GBP) 186,101USD 7,555,701 -1.0%
2025-05-08 IE00BMZ17X30 (iShares MSCI World SRI UCITS ETF USD Hedged (Dist)) 186,101USD 7,555,701 -1.0%
2025-05-08 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 67,914USD 2,757,308
2025-05-08 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 67,914 0.0%USD 2,757,308 -0.9%
2025-05-08 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 67,914 0.0%USD 2,757,308 -0.9%
2025-05-08 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 29,884USD 1,213,290 -1.0%
2025-05-08 IE00BYVJRR92 (iShares MSCI USA SRI UCITS ETF USD (Acc)) 118,375USD 4,806,025
2025-05-08 IE00BZ173V67 (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) 118,375 -0.7%USD 4,806,025 -1.7%
2025-05-08 IE00BZ173T46 (iShares MSCI USA SRI UCITS ETF USD (Dist)) 118,375USD 4,806,025
2025-05-08 IE00BMWPV470 (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)) 118,375 -0.7%USD 4,806,025 -1.7%
2025-05-08 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 8,545USD 346,927 -1.0%
2025-05-08 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 8,545USD 346,927 -1.0%
2025-05-08 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 17,138 -0.4%USD 695,803 -1.4%
2025-05-08 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 17,138 -0.4%USD 695,803 -1.4%
2025-05-08 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 15,711USD 565,610
2025-05-08 IE00B1TXK627 (iShares Global Water UCITS) 2,131,213USD 86,527,248
2025-05-08 IE00B1FZS467 (iShares Global Infrastructure UCITS ETF USD (Dist)) 153,009USD 6,212,165
2025-05-08 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 10,015USD 406,609 -1.0%
2025-05-08 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 5,838USD 237,023 -1.0%
2025-05-08 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 1,449USD 44,201
2025-05-08 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 9,471USD 384,523 -1.0%
2025-05-08 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 26,039USD 1,057,183 -1.0%
2025-05-08 IE00013A2XD6 (iShares MSCI ACWI SRI UCITS ETF USD(Dist)) 1,708USD 69,345 -1.0%
2025-05-08 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 1,609 8.5%USD 65,325 7.5%
2025-05-08 IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)) 70USD 2,842
2025-05-08 IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)) 70USD 2,842 -1.0%
2025-05-08 IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)) 45USD 1,827
2025-05-08 IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)) 45USD 1,827 -1.0%
2025-05-08 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 42,630 0.3%USD 1,730,778 -0.7%
2024-11-08 IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc)) 17,840USD 707,713 1.4%
2025-05-08 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 397USD 16,118 -1.0%
2025-05-08 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 397USD 16,118 -1.0%
2025-04-14 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc)) 10,958 200.0%USD 440,073 198.0%
2025-04-14 IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist)) 10,958 200.0%USD 440,073 198.0%
Total =5,363,689 USD 217,652,653
Book value of shares is calculated on the adjusted close price of each day (row).

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