Essential Utilities, Inc. — Institutional Ownership
Which tracked institutions hold WTRG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
7
Funds holding
$110783759
Total value held
Buying
5 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $92467397 | 2413662 | -109402 | -4.34% |
| 2 | Ameriprise Financial Inc | $12360606 | 322647 | +322647 | NEW BUY |
| 3 | Hennessy Advisors Inc | $4302213 | 112300 | +112300 | NEW BUY |
| 4 | Allstate Corp | $1332230 | 34775 | +16639 | +91.75% |
| 5 | First Business Financial Services, Inc. | $229860 | 6000 | -8146 | -57.59% |
| 6 | First Bancorp, Inc /Me/ | $83285 | 2174 | +2174 | NEW BUY |
| 7 | Amalgamated Financial Corp. | $8168 | 159759 | +159759 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.