证券记录 · 已归档季度
WTRG
Essential Utilities, Inc. · Utilities · Regulated Water
139被追踪持有人
+3Δ持有人
189.43M持有股份
$7.27B报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +2.2% ·
股份流向 -4.2% ·
净新建仓位 +2.9%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 3.33M | $130.37M | n/a | −1 |
| 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 | n/a | −5 |
| Q2 2025 | 17 | +3 | 92.98M | $3.45B | +4 | −1 |
| Q1 2025 | 11 | +2 | 21.91M | $865.74M | +2 | n/a |
| Q4 2024 | 9 | -3 | 21.03M | $763.67M | n/a | −3 |
| Q3 2024 | 11 | +4 | 9.93M | $382.48M | +4 | n/a |
| Q2 2024 | 7 | n/a | 7.15M | $266.51M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 30.94M | -1.0% | $1.19B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (被动) | 13.83M | +1.8% | $530.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Legal & General Group Plc | 4.15M | n/a | $159.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Invesco Ltd. | 3.96M | n/a | $152.01M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 5 | Nomura Asset Management… | 3.94M | n/a | $151.14M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 3.74M | -54.1% | $143.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 7 | Morgan Stanley ✦ | 3.42M | -6.8% | $131.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×19 |
| 8 | Northern Trust Corp | 3.24M | n/a | $124.43M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Dimensional Fund Advisors Lp | 2.78M | n/a | $106.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | UBS AM, a distinct business unit of… | 2.28M | n/a | $87.53M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 11 | Charles Schwab Investment… | 1.92M | n/a | $73.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | FIL Ltd | 1.72M | n/a | $65.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 1.57M | -19.6% | $60.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Franklin Resources Inc | 1.37M | n/a | $52.54M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 15 | Bank Of America Corp /De/ | 1.34M | n/a | $51.44M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 16 | Citigroup Inc | 899.14K | n/a | $34.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | California Public Employees… | 766.35K | n/a | $29.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 667.55K | n/a | $25.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Barclays Plc | 549.41K | n/a | $21.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | New York State Common Retirement… | 510.72K | n/a | $19.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 501.21K | 新增 | $19.23M | 0.0% | New | 1 | SEC ↗ ×3 |
| 22 | Jones Financial Companies Lllp | 458.05K | n/a | $17.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Ameriprise Financial Inc | 402.17K | n/a | $15.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Manufacturers Life Insurance… | 340.53K | n/a | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 308.45K | n/a | $11.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Fidelity (FMR) ✦ | 285.69K | -71.5% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Stifel Financial Corp | 263.60K | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 28 | State Board Of Administration Of… | 262.24K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 236.48K | +8.0% | $9.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 218.90K | n/a | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 187.71K | n/a | $7.20M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 32 | Hsbc Holdings Plc | 185.66K | n/a | $7.12M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 33 | State Of Wisconsin Investment Board | 146.43K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 139.00K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 35 | First Manhattan Co. Llc. | 130.01K | n/a | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | American Century Companies Inc | 126.72K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Sei Investments Co | 121.42K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Danske Bank A/S | 103.21K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | GAMCO Investors ✦ | 58.49K | 新增 | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 54.88K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Nova Scotia | 30.52K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Blair William & Co/Il | 20.07K | n/a | $769,744 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Truist Financial Corp | 14.32K | n/a | $549,493 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Us Bancorp \De\ | 14.24K | n/a | $546,132 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Royal London Asset Management Ltd | 11.79K | n/a | $452,073 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 6.92K | n/a | $265,431 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fifth Third Bancorp | 4.47K | n/a | $171,431 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Wellington Management | $19.23M | 0.0% |
| GAMCO Investors | $2.24M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 691 持有人, 214.27M 股份, $8.41B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 07
Arnold Colleen
Officer · 2.85K 股 · $112,915
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据