ESSENTIAL UTILITIES INC (WTRG) Institutional Ownership Changes & 13F Activity

ESSENTIAL UTILITIES INC (WTRG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Nexpoint Asset Management, L.P., Qube Research & Technologies Ltd, Assenagon Asset Management S.A., and Tudor Investment Corp Et Al.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-297-5.3%5,305$203.25KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+14,976+5.4%289,905$11.11MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+4,391+32.6%17,862$684.28KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+541+61.8%1,417$54.29KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhSell-158,563-22.5%545,007$20.88MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+26,699+69.0%65,412$2.51MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+1313$498.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-9,589-23.1%31,982$1.23MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-24,108-7.2%312,425$11.97MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-1,500,452-86.0%244,227$9.36MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+33,531+51.6%98,527$3.77MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,366+26.7%6,477$248.15KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+2+1.0%193$7.39KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+5,4165,416$207.49KQ2 2026Aug 18, 2026
Glenview Trust CoSell-18-0.2%8,274$316.98KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-8,498-34.6%16,033$614.23KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-901-1.1%80,726$3.09MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-737-5.1%13,779$527.87KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+7+35.0%27$1.03KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+4+0.1%4,993$191.00KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+1+0.0%10,945$419.30KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+2,401,0882,401,088$91.99MQ2 2026Aug 14, 2026
Nexpoint Asset Management, L.P.Buy+1,780,3491,780,349$68.21MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-1,504,554-45.9%1,774,130$67.97MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlSell-1,217,708-87.9%168,187$6.44MQ2 2026Aug 14, 2026
Lmr Partners LlpBuy+1,087,463+201.0%1,628,583$62.39MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-1,076,079-46.6%1,234,270$47.28MQ2 2026Aug 14, 2026
Price T Rowe Associates IncSell-1,043,524-68.1%489,451$18.75MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-854,666-57.4%633,877$24.28MQ2 2026Aug 14, 2026
Aqr Arbitrage LlcBuy+720,838+23.0%3,858,057$147.80MQ2 2026Aug 14, 2026
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Frequently asked questions about WTRG activity

  • Which institutional owners are buying WTRG?

    Institutional owners buying WTRG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WTRG activity?

    "Buy" means an investor increased their reported position in WTRG compared to the prior reporting period. This reflects growing exposure to ESSENTIAL UTILITIES INC (WTRG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WTRG increasing?

    Institutional interest in WTRG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.