ETF Holdings Breakdown of WTRG

Stock Name	Essential Utilities Inc
Ticker	WTRG(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US29670G1022
LEI	549300ILTEOF3E3QY357

WTRG institutional holdings

The following institutional investment holdings of WTRG have been identified

Date	ETF ISIN/Name	Num Shares	Book value	Derived Price per Share
2025-12-11	IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc))	41	USD 1,544 1.3%	37.66
2025-12-11	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	2,628	USD 98,997 1.4%	37.67
2025-12-11	IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc))	80,926 0.1%	USD 3,048,482 1.4%	37.67
2025-12-11	IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc))	35	USD 1,318 1.3%	37.66
2025-12-11	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	404,937	USD 15,253,977 1.4%	37.67
2025-12-11	IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist))	35	USD 1,318 1.3%	37.66
2025-12-11	IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist))	41	USD 1,544 1.2%	37.66
2025-12-11	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	28,857 -0.2%	USD 1,087,043 1.2%	37.67
2025-12-11	IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD)	5,690	USD 214,342 1.4%	37.67
2025-12-11	IE00B1FZS467 (iShares Global Infrastructure UCITS ETF USD (Dist))	175,530	USD 6,612,215 1.4%	37.67
2025-12-11	IE00B1TXK627 (iShares Global Water UCITS)	2,581,416	USD 97,241,941 1.4%	37.67
2025-12-11	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	1,562	USD 43,796 0.5%	28.04
2025-12-11	IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc))	404,937	USD 15,253,977 1.4%	37.67
2025-12-11	IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc))	13,459 0.3%	USD 507,001 1.7%	37.67
2025-12-11	IE00B6R52259 (iShares MSCI ACWI UCITS ETF)	47,198	USD 1,777,949 1.4%	37.67
2025-12-11	IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc))	24,971	USD 940,658 1.4%	37.67
2025-12-11	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	404,937	USD 15,253,977 1.4%	37.67
2025-12-11	IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc))	80,926 0.1%	USD 3,048,482 1.4%	37.67
2025-12-11	IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist))	80,926 0.1%	USD 3,048,482 1.4%	37.67
2025-12-11	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	30,507	USD 1,149,199 1.4%	37.67
2025-12-11	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	30,507	USD 1,149,199 1.4%	37.67
2025-12-11	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	35,478	USD 1,336,456 1.4%	37.67
2025-12-11	IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist))	361	USD 13,599 1.4%	37.67
2025-12-11	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	35,478	USD 1,336,456 1.4%	37.67
2025-12-11	IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist))	469,954 0.1%	USD 17,703,167 1.4%	37.67
2025-12-11	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	404,937	USD 15,253,977 1.4%	37.67
2025-12-11	IE00BKM4H312 (iShares MSCI USA Dividend IQ UCITS)	29,869	USD 1,125,165 1.4%	37.67
2025-12-11	IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc))	12,227	USD 460,591 1.4%	37.67
2025-12-11	IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc))	361	USD 13,599 1.4%	37.67
2025-12-10	IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc))	16,184 0.4%	USD 516,576 -0.6%	31.92
2025-12-09	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	47,198	USD 1,757,182 -0.6%	37.23
Total =	5,452,113	USD 205,252,209

News associated with WTRG

WTRG November 21st Options Begin Trading: Investors in Essential Utilities Inc (Symbol: WTRG) saw new options become available today, for the November 21st expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the WTRG options chain for the new November 21st contracts and identified the f - 2025-09-18 14:24:17
Essential Utilities (NYSE:WTRG) versus Two Rivers Water & Farming (OTCMKTS:TURV) Head-To-Head Contrast: Essential Utilities (NYSE:WTRG – Get Free Report) and Two Rivers Water & Farming (OTCMKTS:TURV – Get Free Report) are both utilities companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, dividends, profitability, institutional ownership and valuation. Insider & Institutional Ownership 74.8% […] - 2025-09-02 04:26:57
Essential Utilities Inc. (NYSE:WTRG) Receives Average Rating of “Moderate Buy” from Brokerages: Essential Utilities Inc. (NYSE:WTRG – Get Free Report) has been given an average rating of “Moderate Buy” by the six ratings firms that are currently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average 12 […] - 2025-08-27 04:34:45
Headlands Technologies LLC Invests $31,000 in Essential Utilities Inc. (NYSE:WTRG): Headlands Technologies LLC bought a new position in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 777 shares of the company’s stock, valued at approximately $31,000. Other hedge funds also recently […] - 2025-08-14 05:22:58
Essential Utilities Inc. (NYSE:WTRG) Receives $43.50 Consensus Target Price from Analysts: Shares of Essential Utilities Inc. (NYSE:WTRG – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the six brokerages that are covering the firm, Marketbeat.com reports. One equities research analyst has rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1 year […] - 2025-08-07 04:38:47
Choreo LLC Lowers Stock Holdings in Essential Utilities Inc. (NYSE:WTRG): Choreo LLC lessened its position in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 7.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,027 shares of the company’s stock after selling 1,128 shares during the quarter. Choreo LLC’s holdings in Essential Utilities were worth […] - 2025-07-28 05:46:50
Essential Utilities (NYSE:WTRG) Raised to Hold at Wall Street Zen: Essential Utilities (NYSE:WTRG – Get Free Report) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report issued on Saturday. Separately, Robert W. Baird reduced their price objective on shares of Essential Utilities from $47.00 to $46.00 and set an “outperform” rating for the company in […] - 2025-07-28 02:24:47
J.W. Cole Advisors Inc. Has $1.19 Million Position in Essential Utilities Inc. (NYSE:WTRG): J.W. Cole Advisors Inc. raised its position in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 55.0% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 30,159 shares of the company’s stock after buying an additional 10,699 shares during the period. J.W. Cole Advisors Inc.’s holdings in […] - 2025-07-24 06:01:06
Cerity Partners LLC Sells 3,410 Shares of Essential Utilities Inc. (NYSE:WTRG): Cerity Partners LLC lessened its position in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) by 9.5% during the first quarter, HoldingsChannel.com reports. The fund owned 32,576 shares of the company’s stock after selling 3,410 shares during the period. Cerity Partners LLC’s holdings in Essential Utilities were worth $1,288,000 at the end of the […] - 2025-07-22 06:52:57
Essential Utilities (NYSE:WTRG) Downgraded to Sell Rating by Wall Street Zen: Wall Street Zen cut shares of Essential Utilities (NYSE:WTRG – Free Report) from a hold rating to a sell rating in a research report released on Friday morning. Separately, Robert W. Baird reduced their price target on Essential Utilities from $47.00 to $46.00 and set an “outperform” rating on the stock in a report on […] - 2025-07-21 02:48:50
Essential Utilities Inc. (NYSE:WTRG) Shares Bought by Nisa Investment Advisors LLC: Nisa Investment Advisors LLC grew its holdings in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) by 13.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 57,120 shares of the company’s stock after purchasing an additional 6,970 shares during the period. Nisa […] - 2025-07-14 05:50:53
Essential Utilities (NYSE:WTRG) and Veolia Environnement (OTCMKTS:VEOEY) Critical Analysis: Veolia Environnement (OTCMKTS:VEOEY – Get Free Report) and Essential Utilities (NYSE:WTRG – Get Free Report) are both large-cap utilities companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, risk, institutional ownership, profitability and analyst recommendations. Volatility & Risk Veolia Environnement has a […] - 2025-07-13 05:30:53
Principal Financial Group Inc. Decreases Stock Holdings in Essential Utilities Inc. (NYSE:WTRG): Principal Financial Group Inc. trimmed its position in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 706,302 shares of the company’s stock after selling 19,179 shares during the quarter. Principal Financial Group Inc.’s […] - 2025-07-09 05:51:39
Private Trust Co. NA Sells 350 Shares of Essential Utilities Inc. (NYSE:WTRG): Private Trust Co. NA decreased its holdings in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) by 6.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,968 shares of the company’s stock after selling 350 shares during the period. Private Trust Co. NA’s […] - 2025-07-08 05:30:59
Essential Utilities Inc. (NYSE:WTRG) Receives Consensus Recommendation of “Moderate Buy” from Brokerages: Shares of Essential Utilities Inc. (NYSE:WTRG – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the six analysts that are currently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1 year […] - 2025-07-08 04:48:58
New York State Teachers Retirement System Has $9.95 Million Position in Essential Utilities Inc. (NYSE:WTRG): New York State Teachers Retirement System cut its holdings in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 11.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 251,591 shares of the company’s stock after selling 32,200 shares during the period. […] - 2025-07-04 06:40:45
Essential Utilities Inc. (NYSE:WTRG) Stock Position Reduced by Robeco Institutional Asset Management B.V.: Robeco Institutional Asset Management B.V. trimmed its holdings in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 20.6% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,897 shares of the company’s stock after selling 11,663 shares during the period. Robeco Institutional Asset Management […] - 2025-07-02 05:16:46
Oppenheimer & Co. Inc. Buys 1,218 Shares of Essential Utilities Inc. (NYSE:WTRG): Oppenheimer & Co. Inc. boosted its stake in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 14.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,775 shares of the company’s stock after purchasing an additional 1,218 shares during the quarter. […] - 2025-07-02 04:44:58
State of Alaska Department of Revenue Buys 800 Shares of Essential Utilities Inc. (NYSE:WTRG): State of Alaska Department of Revenue boosted its stake in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 2.8% during the 1st quarter, HoldingsChannel.com reports. The fund owned 29,611 shares of the company’s stock after acquiring an additional 800 shares during the period. State of Alaska Department of Revenue’s holdings in Essential Utilities were worth […] - 2025-06-26 04:43:02
Retirement Systems of Alabama Acquires 305 Shares of Essential Utilities Inc. (NYSE:WTRG): Retirement Systems of Alabama lifted its stake in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) by 0.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 351,596 shares of the company’s stock after acquiring an additional 305 shares during the period. Retirement Systems of Alabama’s holdings in Essential Utilities were worth $13,899,000 as […] - 2025-06-23 05:06:57
Essential Utilities Inc. (NYSE:WTRG) Shares Sold by Exchange Traded Concepts LLC: Exchange Traded Concepts LLC cut its stake in Essential Utilities Inc. (NYSE:WTRG – Free Report) by 3.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 63,449 shares of the company’s stock after selling 2,305 shares during the quarter. Exchange Traded Concepts LLC’s […] - 2025-06-18 06:04:53
1,062 Shares in Essential Utilities Inc. (NYSE:WTRG) Bought by CX Institutional: CX Institutional bought a new stake in Essential Utilities Inc. (NYSE:WTRG – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,062 shares of the company’s stock, valued at approximately $42,000. A number of other hedge funds […] - 2025-06-18 05:22:59
Essential Utilities Inc. (NYSE:WTRG) Receives $43.50 Consensus PT from Analysts: Shares of Essential Utilities Inc. (NYSE:WTRG – Get Free Report) have received an average rating of “Moderate Buy” from the six analysts that are covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a hold rating and five have assigned a buy rating to the company. The average 1 year […] - 2025-06-18 04:30:52
Brighton Jones LLC Increases Position in Essential Utilities, Inc. (NYSE:WTRG): Brighton Jones LLC lifted its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 3.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,129 shares of the company’s stock after acquiring an additional 566 shares during the quarter. Brighton […] - 2025-06-17 05:36:59
Stock Yards Bank & Trust Co. Takes $206,000 Position in Essential Utilities, Inc. (NYSE:WTRG): Stock Yards Bank & Trust Co. purchased a new stake in Essential Utilities, Inc. (NYSE:WTRG – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,205 shares of the company’s stock, valued at approximately $206,000. A number of other institutional investors and […] - 2025-06-16 05:54:48
Assenagon Asset Management S.A. Sells 26,118 Shares of Essential Utilities, Inc. (NYSE:WTRG): Assenagon Asset Management S.A. lowered its holdings in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 21.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 96,463 shares of the company’s stock after selling 26,118 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Essential Utilities were worth $3,813,000 as of its most recent […] - 2025-06-16 05:08:51
Wealthcare Advisory Partners LLC Acquires 1,867 Shares of Essential Utilities, Inc. (NYSE:WTRG): Wealthcare Advisory Partners LLC increased its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 8.0% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 25,255 shares of the company’s stock after purchasing an additional 1,867 shares during the quarter. Wealthcare […] - 2025-06-13 06:58:51
Yousif Capital Management LLC Sells 1,253 Shares of Essential Utilities, Inc. (NYSE:WTRG): Yousif Capital Management LLC decreased its holdings in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 1.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,756 shares of the company’s stock after selling 1,253 shares during the period. Yousif […] - 2025-06-13 06:24:45
UMB Bank n.a. Buys 2,150 Shares of Essential Utilities, Inc. (NYSE:WTRG): UMB Bank n.a. increased its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 465.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,612 shares of the company’s stock after acquiring an additional 2,150 shares during the quarter. UMB […] - 2025-06-13 04:50:53
Hennion & Walsh Asset Management Inc. Makes New $366,000 Investment in Essential Utilities, Inc. (NYSE:WTRG): Hennion & Walsh Asset Management Inc. acquired a new position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 9,264 shares of the company’s stock, valued at approximately $366,000. Other large investors also […] - 2025-06-09 05:33:05

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