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WTRG - Essential Utilities Inc Stock Price, Fair Value and News
36.55
USD
+0.29
(+0.80%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold WTRG recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-23
ARCADIA INVESTMENT MANAGEMENT CORP/MI
ADDED
Premium
Premium
Premium
Premium
79,105
2024-04-23
WASHINGTON TRUST Co
UNCHANGED
Premium
Premium
Premium
Premium
2,930
2024-04-23
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
REDUCED
Premium
Premium
Premium
Premium
6,297
2024-04-23
RATIONAL ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Louisiana State Employees Retirement System
ADDED
Premium
Premium
Premium
Premium
72,400
2024-04-23
Gradient Investments LLC
REDUCED
Premium
Premium
Premium
Premium
1,008
2024-04-23
Livforsakringsbolaget Skandia, Omsesidigt
UNCHANGED
Premium
Premium
Premium
Premium
1,600
2024-04-23
Silver Lake Advisory, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Venturi Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
71.00
2024-04-23
BFSG, LLC
UNCHANGED
Premium
Premium
Premium
Premium
504
2024-04-23
Global Retirement Partners, LLC
ADDED
Premium
Premium
Premium
Premium
3,163
2024-04-23
Charter Oak Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Blossom Wealth Management
ADDED
Premium
Premium
Premium
Premium
14,235
2024-04-23
FIFTH THIRD BANCORP
ADDED
Premium
Premium
Premium
Premium
4,258
2024-04-23
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
UNCHANGED
Premium
Premium
Premium
Premium
48,800
2024-04-23
GODSEY & GIBB, INC
UNCHANGED
Premium
Premium
Premium
Premium
188
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
137,147
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
124,558
2024-04-22
Hanson & Doremus Investment Management
UNCHANGED
Premium
Premium
Premium
Premium
3,142
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
63,804
2024-04-22
MetLife Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
141,541
2024-04-22
Boston Trust Walden Corp
ADDED
Premium
Premium
Premium
Premium
200,612
2024-04-22
IFM Investors Pty Ltd
ADDED
Premium
Premium
Premium
Premium
100,421
2024-04-22
Rosenberg Matthew Hamilton
REDUCED
Premium
Premium
Premium
Premium
1,180
2024-04-22
WEALTH EFFECTS LLC
REDUCED
Premium
Premium
Premium
Premium
7,223
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1–25 of 741
Which funds are the top buyers of WTRG?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
31,005,300
1,158,050,000
0.03%
VANGUARD GROUP INC
27,992,100
1,045,500,000
0.02%
CANADA PENSION PLAN INVESTMENT BOARD
21,661,100
809,042,000
1.02%
STATE STREET CORP
13,484,600
503,650,000
0.02%
AMUNDI
9,551,310
359,106,000
0.16%
Pictet Asset Management Holding SA
5,737,500
214,295,000
0.24%
PICTET ASSET MANAGEMENT SA
5,003,490
199,689,000
0.24%
PICTET ASSET MANAGEMENT LTD
4,554,180
208,126,000
0.23%
T. Rowe Price Investment Management, Inc.
4,120,720
153,909,000
0.10%
GEODE CAPITAL MANAGEMENT, LLC
3,924,020
146,322,000
0.01%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in WTRG?
Fund Name
$ Value
% Port.
Coann Capital LLC
7,523,350
3.58%
Costello Asset Management, INC
4,146,690
3.44%
Wills Financial Group, Inc.
5,935,470
3.00%
Tandem Investment Advisors, Inc.
69,708,000
2.79%
Sonen Capital LLC
806,349
1.53%
CoreCommodity Management, LLC
4,887,580
1.45%
DUFF & PHELPS INVESTMENT MANAGEMENT CO
114,641,000
1.38%
Blossom Wealth Management
527,393
1.27%
Coston, McIsaac & Partners
3,692,000
1.19%
CANADA PENSION PLAN INVESTMENT BOARD
809,042,000
1.02%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold WTRG
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
CoreCommodity Management, LLC
4,887,580
VOLORIDGE INVESTMENT MANAGEMENT, LLC
2,157,040
OCCUDO QUANTITATIVE STRATEGIES LP
1,931,590
BOKF, NA
1,655,580
Degroof Petercam Asset Management
1,490,260
USS Investment Management Ltd
1,303,170
ExodusPoint Capital Management, LP
1,181,000
Pathstone Holdings, LLC
845,698
Additions
Fund Name
% Increased
Gibson Wealth Advisors LLC
6,200
JONES FINANCIAL COMPANIES LLLP
5,069
First Horizon Advisors, Inc.
4,240
True Wealth Design, LLC
4,016
BANK OF MONTREAL /CAN/
949
Tradewinds Capital Management, LLC
857
Gotham Asset Management, LLC
787
Parkside Financial Bank & Trust
741
Reductions
Fund Name
% Reduced
Balyasny Asset Management L.P.
-98.76
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
-97.31
Assenagon Asset Management S.A.
-96.09
VALLEY NATIONAL ADVISERS INC
-93.04
Zimmer Partners, LP
-92.49
Verition Fund Management LLC
-92.11
FARMERS TRUST CO
-89.72
SG Americas Securities, LLC
-86.37
Sold off
Fund Name
$ Sold
Lighthouse Investment Partners, LLC
-13,160,900
Beck Bode, LLC
-8,027,970
D. E. Shaw & Co., Inc.
-4,159,150
ELEMENT CAPITAL MANAGEMENT LLC
-3,885,680
NewSquare Capital LLC
-3,422,840
Silver Lake Advisory, LLC
-3,122,000
Squarepoint Ops LLC
-3,020,490
DUALITY ADVISERS, LP
-2,235,470