WTRG Essential Utilities, Inc.

NYSE
$38.98

Essential Utilities, Inc. (WTRG) Institutional Ownership

What the institutions did with WTRG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
9
filed both this quarter and last
Managers holding
9
+0 on the quarter
Buyers
4
0 opened new
Sellers
2
0 sold out entirely
Buyer share
66.7%
of managers who traded it
Breadth
+33.3
net buyers, as a share of those trading

Only 9 managers reported a position this quarter, so the percentages above describe a very small sample.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Ridgewood Investments LLC 24.8K 41.4%
CX Institutional 13.1K 21.9%
EASTERN BANK 8.9K 14.8%
TOMPKINS FINANCIAL CORP 8.0K 13.3%
Versant Capital Management, Inc 1.8K 3.1%
Coastline Trust Co 1.3K 2.2%
Rosenberg Matthew Hamilton 947 1.6%
MassMutual Private Wealth & Trust, FSB 917 1.5%
Planning Strategies Inc. 12 0.0%

Largest changes

Manager Action Previous Current Change
Ridgewood Investments LLC Increased 20.9K 24.8K +3.9K
CX Institutional Increased 9.6K 13.1K +3.5K
Coastline Trust Co Reduced 1.7K 1.3K -353
MassMutual Private Wealth & Trust, FSB Reduced 1.1K 917 -193
Versant Capital Management, Inc Increased 1.8K 1.8K +80
EASTERN BANK Increased 8.8K 8.9K +34

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.