WTRG
Essential Utilities, Inc. · Utilities · Regulated Water
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +4.2% ·
net new positions +18.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 137 | +3 | 160.56M | $6.16B | +5 | −3 |
| Q1 2026 | 138 | -2 | 162.31M | $6.54B | +7 | −10 |
| Q4 2025 | 139 | +3 | 189.43M | $7.27B | +6 | −2 |
| Q3 2025 | 15 | -4 | 107.31M | $4.28B | — | −5 |
| Q2 2025 | 17 | +3 | 92.98M | $3.45B | +4 | −1 |
| Q1 2025 | 11 | +2 | 21.91M | $865.74M | +2 | — |
| Q4 2024 | 9 | -3 | 21.03M | $763.67M | — | −3 |
| Q3 2024 | 11 | +4 | 9.93M | $382.48M | +4 | — |
| Q2 2024 | 7 | — | 7.15M | $266.51M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 13.15M | +0.9% | $519.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 4.56M | +5.7% | $179.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 2.23M | -20.9% | $88.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 1.03M | +299.8% | $40.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 305.30K | +19222.6% | $12.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 185.44K | +7.1% | $7.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Arrowstreet Capital ✦ | 159.79K | New | $6.32M | 0.0% | New | 1 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 101.04K | -42.6% | $3.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 75.44K | -69.4% | $2.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | Marshall Wace ✦ | 68.34K | New | $2.70M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 43.47K | +209.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $6.32M | 0.0% |
| Marshall Wace | $2.70M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 691 holders, 214.27M shares, $8.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.85K sh · $112,915
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology