WTRG

Essential Utilities Inc
UtilitiesUSCUSIP 29670G102◍ Confluence graph
Tracked 13F Holders
615
-219 QoQ
13F Value (tracked)
$8.3B
Insider Net · 180d
-$113K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 17 trimming
Insider net (180d)-$113K

Who owns WTRG?

615 tracked 13F filers

615 tracked 13F filers disclose a position in WTRG as of the latest SEC 13F filings, a combined $8.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.3B
31.6M
−8.1%
Reduced · −2.8M sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$664.0M
16.5M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$502.6M
13.1M
+5.5%
Added · +688K sh
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$509.9M
12.7M
First observed position
No prior filed position
Q1 2026
5NORDEA INVESTMENT MANAGEMENT AB
$301.9M
7.5M
−1.8%
Reduced · −139K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$202.3M
5.3M
+1.1%
Added · +56K sh
Q2 2026
7Amundi
$182.8M
4.5M
−28%
Reduced · −1.8M sh
Q1 2026
8MILLENNIUM MANAGEMENT LLC
$163.6M
4.1M
+224%
Added · +2.8M sh
Q1 2026
9NORGES BANK
$154.2M
4.0M
+46%
Added · +1.3M sh
Q4 2025
10Pictet Asset Management Holding SA
$145.2M
3.6M
−21%
Reduced · −935K sh
Q1 2026
11Legal & General Group Plc
$137.3M
3.4M
−18%
Reduced · −740K sh
Q1 2026
12Qube Research & Technologies Ltd
$132.0M
3.3M
New
+3.3M sh
Q1 2026
13ANTIPODES PARTNERS Ltd
$125.1M
3.3M
+8.2%
Added · +247K sh
Q2 2026
14MORGAN STANLEY
$129.6M
3.2M
−5.9%
Reduced · −201K sh
Q1 2026
15NORTHERN TRUST CORP
$128.9M
3.2M
−1.3%
Reduced · −42K sh
Q1 2026
16AQR Arbitrage LLC
$126.3M
3.1M
+231%
Added · +2.2M sh
Q1 2026
17BALYASNY ASSET MANAGEMENT L.P.
$124.4M
3.1M
26×
Added · +3.0M sh
Q1 2026
18DIMENSIONAL FUND ADVISORS LP
$116.0M
2.9M
+3.8%
Added · +106K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$114.3M
2.8M
+80%
Added · +1.3M sh
Q1 2026
20Bank of New York Mellon Corp
$101.6M
2.5M
−8.2%
Reduced · −224K sh
Q1 2026
21Boston Trust Walden Corp
$99.9M
2.5M
−3.0%
Reduced · −77K sh
Q1 2026
22JANE STREET GROUP, LLC
$93.0M
2.3M
−7.0%
Reduced · −175K sh
Q1 2026
23JPMORGAN CHASE & CO
$90.0M
2.2M
−41%
Reduced · −1.5M sh
Q1 2026
24DUFF & PHELPS INVESTMENT MANAGEMENT CO
$88.1M
2.2M
~0%
Added · +103 sh
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$80.0M
2.0M
+3.4%
Added · +66K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WTRG being bought or sold by institutions?

Last quarter, 7 funds opened a new position in WTRG and 25 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
25
funds
Reduced
17
funds
Exited
0
funds

Funds that own WTRG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT360 funds$276.2B
AMAZON.COM INCAMZN359 funds$203.6B
NVIDIA CORPNVDA358 funds$391.5B
APPLE INCAAPL355 funds$304.1B
ALPHABET INC-CL AGOOGL351 funds$168.8B
CHEVRON CORPCVX350 funds$29.4B
META PLATFORMS INC-CLASS AMETA349 funds$112.9B
ELI LILLY & COLLY346 funds$78.4B
BROADCOM INCAVGO342 funds$159.7B
JPMORGAN CHASE & COJPM342 funds$63.1B
CISCO SYSTEMS INCCSCO340 funds$34.8B
VISA INC-CLASS A SHARESV339 funds$61.9B

Ranked by how many of WTRG's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$113K
1 insiders
Net
-$113K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 7, 2026Arnold ColleenPresident - AquaSell (S)3K$113K
Mar 14, 2025Franklin ChrisChief Executive OfficerSell (S)8K$303K
Jul 1, 2024RUBIN ROBERT AChief Accounting OfficerSell (S)2K$88K
May 1, 2024RUBIN ROBERT AChief Accounting OfficerSell (S)2K$74K
Apr 1, 2024RUBIN ROBERT AChief Accounting OfficerSell (S)6K$207K
Mar 11, 2024RUBIN ROBERT AChief Accounting OfficerSell (S)4K$128K
Mar 5, 2024Amato Elizabeth BDirectorBuy (P)3K$109K
Mar 5, 2024RUBIN ROBERT AChief Accounting OfficerSell (S)6K$226K
Jun 14, 2023Arnold ColleenPresidentSell (S)1K$52K
Mar 8, 2023Franklin ChrisChief Executive OfficerBuy (P)37K$1.5M
Nov 28, 2022Ruff Ellen TDirectorSell (S)9K$411K
Dec 8, 2021RUBIN ROBERT AChief Accounting OfficerSell (S)2K$100K

Institutional ownership over time

376 funds-76 since Q3 2024
0298595Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B

Recent filings

15 shown

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Connected entities for WTRG

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Ask your agent what changed in WTRG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WTRG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WTRG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WTRG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.