Essential Utilities, Inc. hedge fund holdings
WTRGNYSE$38.81+0.14 (+0.36% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
WTRG · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-3.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 216 | 168 | $712M | $654M | 638 | Aug 14, 2025 |
| Q3 2025 | 233 | 163 | $1.15B | $577M | 648 | Nov 14, 2025 |
| Q4 2025 | 171 | 208 | $725M | $1.38B | 660 | Feb 14, 2026 |
| Q1 2026 | 179 | 207 | $1.04B | $1.19B | 658 | May 15, 2026 |
| Q2 2026 | 203 | 195 | $697M | $687M | 657 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
657 filersNew position
61$125M+3.27M sh
Increased
142$572M+14.9M sh
Reduced
138-$634M-16.5M sh
Out / sold
57-$53.4M-1.39M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Nordea Investment Management AB | Reduce 31.62% | -$91.1M | $197M | 0.16% | Aug 5, 2026 |
| Nexpoint Asset Management, L.P. | New Buy | +$68.2M | $68.2M | 4.56% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Reduce 29.99% | -$41.4M | $96.7M | 0.09% | Jul 30, 2026 |
| Gotham Asset Management, LLC | Added 58.06% | +$20.3M | $55.3M | 0.13% | Aug 14, 2026 |
| Energy Income Partners, LLC | Reduce 86.77% | -$16.6M | $2.53M | 0.04% | Aug 7, 2026 |
| Wellington Management Group LLP | Reduce 83.58% | -$16.4M | $3.22M | 0.00% | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | Reduce 95.40% | -$13.6M | $655K | 0.00% | Jul 29, 2026 |
| Canada Pension Plan Investment Board | Added 122.91% | +$10.7M | $19.4M | 0.01% | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | Reduce 93.25% | -$10.5M | $760K | 0.01% | Aug 14, 2026 |
| ING Groep NV | New Buy | +$9.88M | $9.88M | 0.05% | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 30.91% | +$8.87M | $37.6M | 0.08% | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | Sell 100% | -$8.77M | $0 | 0.00% | Aug 14, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Sell 100% | -$7.3M | $0 | 0.00% | Jul 29, 2026 |
| First Trust Advisors LP | Added 9.45% | +$6.92M | $80.2M | 0.05% | Aug 11, 2026 |
| MUFG Securities EMEA plc | Added 131.61% | +$6.66M | $11.7M | 0.12% | Aug 12, 2026 |
| New York Life Investment Management LLC | Reduce 83.20% | -$6.37M | $1.29M | 0.01% | Aug 10, 2026 |
| Jefferies Financial Group Inc. | Sell 100% | -$5.39M | $0 | 0.00% | Aug 17, 2026 |
| Duff & Phelps Investment Management Co | Reduce 6.13% | -$5.14M | $78.7M | 0.74% | Aug 13, 2026 |
| Nomura Asset Management International Inc. | Reduce 4.69% | -$4.23M | $85.9M | 0.13% | Aug 14, 2026 |
| Kintayl Capital LP | Added 28.88% | +$3.97M | $17.7M | 7.04% | Aug 14, 2026 |
| Covea Finance | Added 146.56% | +$3.68M | $6.19M | 0.20% | Jul 13, 2026 |
| Gateway Investment Advisers LLC | Reduce 90.04% | -$3.59M | $397K | 0.00% | Jul 20, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 16.43% | +$3.57M | $25.3M | 0.04% | Aug 14, 2026 |
| Aberdeen Group plc | Added 68.64% | +$3.55M | $8.72M | 0.01% | Jul 31, 2026 |
| Epoch Investment Partners, Inc. | Added 7.77% | +$3.54M | $49.1M | 0.28% | Aug 13, 2026 |
| ASR Vermogensbeheer N.V. | Sell 100% | -$3.25M | $0 | 0.00% | Jul 20, 2026 |
| Odyssean, LLC | New Buy | +$3.04M | $3.04M | 0.49% | Aug 14, 2026 |
| Great Lakes Advisors, LLC | New Buy | +$2.99M | $2.99M | 0.02% | Aug 10, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | New Buy | +$2.99M | $2.99M | 0.00% | Aug 13, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | Added 114.45% | +$2.82M | $5.28M | 0.04% | Jul 8, 2026 |
| Nomura Asset Management Co Ltd | Added 32.36% | +$2.71M | $11.1M | 0.02% | Aug 13, 2026 |
| Natixis | Reduce 94.02% | -$2.66M | $169K | 0.00% | Aug 13, 2026 |
| Econ Financial Services Corp | Sell 100% | -$2.55M | $0 | 0.00% | Jul 23, 2026 |
| Abc Arbitrage SA | Added 58.16% | +$2.54M | $6.91M | 0.75% | Jul 20, 2026 |
| Hussman Strategic Advisors, Inc. | Sell 100% | -$2.54M | $0 | 0.00% | Aug 3, 2026 |
| Empower Advisory Group, LLC | Added 3.49% | +$2.41M | $71.7M | 0.17% | Aug 12, 2026 |
| Jain Global LLC | New Buy | +$2.15M | $2.15M | 0.01% | Aug 14, 2026 |
| Flputnam Investment Management Co | Added 13.35% | +$2.1M | $17.8M | 0.21% | Aug 6, 2026 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | Added 67.84% | +$2.07M | $5.11M | 0.15% | Jul 23, 2026 |
| Retirement Systems of Alabama | Reduce 15.44% | -$2.05M | $11.2M | 0.03% | Jul 28, 2026 |
| Van Eck Associates Corp | Reduce 30.44% | -$2.02M | $4.62M | 0.00% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 44.41% | +$1.88M | $6.11M | 0.02% | Aug 12, 2026 |
| Storebrand Asset Management As | Reduce 23.82% | -$1.74M | $5.58M | 0.01% | Aug 12, 2026 |
| CoreCommodity Management, LLC | Added 106.22% | +$1.71M | $3.33M | 0.66% | Aug 14, 2026 |
| Nuance Investments, LLC | Added 22.64% | +$1.69M | $9.15M | 1.56% | Aug 7, 2026 |
| Quantinno Capital Management LP | Added 24.16% | +$1.66M | $8.54M | 0.01% | Aug 13, 2026 |
| Greenwood Capital Associates LLC | New Buy | +$1.51M | $1.51M | 0.15% | Jul 28, 2026 |
| CenterBook Partners LP | Reduce 81.83% | -$1.48M | $330K | 0.02% | Aug 11, 2026 |
| Catalyst Funds Management Pty Ltd | Sell 100% | -$1.44M | $0 | 0.00% | Aug 10, 2026 |
| Machina Capital S.A.S. | Added 267.60% | +$1.44M | $1.97M | 0.31% | Aug 10, 2026 |
| Pinebridge Investments LLC | Sell 100% | -$1.42M | $0 | 0.00% | Aug 14, 2026 |
| Capital Innovations LLC | New Buy | +$1.4M | $1.4M | 0.36% | Aug 11, 2026 |
| Intesa Sanpaolo S.p.A. | Reduce 39.39% | -$1.25M | $1.92M | 0.07% | Jul 31, 2026 |
| Macquarie Group Ltd | Added 21.37% | +$1.16M | $6.6M | 0.03% | Aug 14, 2026 |
| Kennedy Capital Management LLC | Added 86.96% | +$1.12M | $2.42M | 0.04% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Reduce 11.09% | -$1.08M | $8.66M | 0.01% | Aug 13, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$1.04M | $1.04M | 0.02% | Jul 28, 2026 |
| Cbre Investment Management Listed Real Assets LLC | Reduce 8.82% | -$1.02M | $10.5M | 0.15% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 14.17% | -$985K | $5.97M | 0.01% | Aug 13, 2026 |
| Abn Amro Investment Solutions | Reduce 24.79% | -$960K | $2.91M | 0.03% | Jul 23, 2026 |
| Magellan Asset Management Ltd | Added 8.46% | +$959K | $12.3M | 0.27% | Aug 13, 2026 |
| KLP Kapitalforvaltning As | Added 37.72% | +$900K | $3.29M | 0.01% | Aug 12, 2026 |
| John G Ullman & Associates Inc | Reduce 5.78% | -$893K | $14.6M | 1.77% | Aug 11, 2026 |
| Aigen Investment Management, LP | Sell 100% | -$815K | $0 | 0.00% | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | Sell 100% | -$801K | $0 | 0.00% | Aug 10, 2026 |
| Vontobel Holding Ltd. | Reduce 19.86% | -$743K | $3M | 0.01% | Aug 3, 2026 |
| AEGON ASSET MANAGEMENT UK Plc | Reduce 3.06% | -$729K | $23.1M | 0.25% | Jul 13, 2026 |
| BFSG, LLC | Added 497.79% | +$726K | $872K | 0.08% | Jul 20, 2026 |
| Boston Trust Walden Corp | Reduce 0.72% | -$689K | $94.4M | 0.72% | Jul 24, 2026 |
| Greenland Capital Management LP | Sell 100% | -$669K | $0 | 0.00% | Aug 12, 2026 |
| D.A. Davidson & Co. | Added 116.81% | +$641K | $1.19M | 0.01% | Jul 24, 2026 |
| Maryland State Retirement & Pension System | Added 5.95% | +$611K | $10.9M | 0.19% | Jul 30, 2026 |
| Agp Franklin, LLC | Reduce 46.10% | -$598K | $699K | 0.30% | Jul 30, 2026 |
| Siemens Fonds Invest GmbH | Sell 100% | -$593K | $0 | 0.00% | Aug 14, 2026 |
| Alpine Woods Capital Investors, LLC | Sell 100% | -$567K | $0 | 0.00% | Aug 7, 2026 |
| Synergy Asset Management, LLC | Reduce 18.26% | -$566K | $2.53M | 0.24% | Jul 22, 2026 |
| Inspire Advisors, LLC | Added 19.42% | +$547K | $3.36M | 0.23% | Aug 13, 2026 |
| Trium Capital LLP | Added 41.18% | +$499K | $1.71M | 1.05% | Jul 16, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | Added 5.79% | +$495K | $9.05M | 0.41% | Aug 13, 2026 |
| Korea Investment CORP | Sell 100% | -$488K | $0 | 0.00% | Aug 12, 2026 |
| Agf Management Ltd | Reduce 13.43% | -$487K | $3.14M | 0.01% | Aug 10, 2026 |
| Himension Capital (Singapore) Pte. Ltd. | New Buy | +$474K | $474K | 0.03% | Aug 13, 2026 |
| Hennessy Advisors Inc | Added 11.96% | +$460K | $4.3M | 0.14% | Jul 16, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | New Buy | +$460K | $460K | 0.02% | Aug 10, 2026 |
| Empowered Funds, LLC | Sell 100% | -$451K | $0 | 0.00% | Aug 17, 2026 |
| SummitTX Capital, L.P. | New Buy | +$450K | $450K | 0.01% | Aug 14, 2026 |
| BLB&B Advisors, LLC | Reduce 27.70% | -$438K | $1.14M | 0.04% | Aug 5, 2026 |
| Readystate Asset Management LP | New Buy | +$430K | $430K | 0.01% | Aug 14, 2026 |
| First Manhattan Co. LLC. | Reduce 9.59% | -$411K | $3.87M | 0.01% | Aug 14, 2026 |
| Neo Ivy Capital Management | New Buy | +$397K | $397K | 0.09% | Aug 14, 2026 |
| Inspire Investing, LLC | Added 50.01% | +$396K | $1.19M | 0.05% | Aug 12, 2026 |
| Ridgewood Investments LLC | Added 96.14% | +$393K | $801K | 0.30% | Aug 3, 2026 |
| OMERS ADMINISTRATION Corp | Sell 100% | -$390K | $0 | 0.00% | Aug 13, 2026 |
| Toth Financial Advisory Corp | Reduce 7.64% | -$381K | $4.61M | 0.45% | Jul 14, 2026 |
| Frec Markets, Inc. | New Buy | +$364K | $364K | 0.03% | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 61.61% | -$347K | $216K | 0.01% | Jul 8, 2026 |
| Oppenheimer & Co Inc | Sell 100% | -$342K | $0 | 0.00% | Aug 3, 2026 |
| Continuum Advisory, LLC | Reduce 99.21% | -$331K | $2.64K | 0.00% | Aug 6, 2026 |
| United Capital Financial Advisors, LLC | Reduce 34.64% | -$326K | $614K | 0.00% | Aug 17, 2026 |
| Atria Investments, Inc | Reduce 24.13% | -$325K | $1.02M | 0.01% | Jul 28, 2026 |