No AI summary for this filing type
View Full Filing (SEC EDGAR)Essential Utilities Inc
$40.55-0.5%
+$850.4M
Net Activity
+9.55% total shares
Institutions Holding
695
Popularity Rank
#782
Avg Weight
0.10%
Total Value
$9.0B
Market Cap
$11.4B
695 institutions currently hold WTRG, with 336 net buyers and 303 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
303
Net Buying Institutions
336
Top 5 by Value
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Across its top 20 institutional holders, WTRG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 39/100).
WTRG ranks #782 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
695 institutions disclose a position in WTRG, but none treat it as a major bet — even Nexpoint Asset Management, L.p., its most concentrated holder, allocates just 4.6% of its own portfolio to it.
AQR Arbitrage LLC has added to its WTRG position for two straight quarters, increasing it by $111.4M to reach $147.8M today.
Susquehanna International Group, LLP has trimmed its WTRG position for two straight quarters, cutting it by $87.4M while still holding $31.1M.
WTRG is down 0.5% today, but institutions show net buying of $850.4M this quarter — a divergence between today's price move and the underlying institutional flow.
WTRG posted net income of $554.9M over the trailing twelve months, and currently trades at a P/E of 20.5.
+$1.5B
Total Buy Value
$744.7M
Total Sell Value
336
Net Buyers
303
Net Sellers
WTRG
Q2 2026
Top 5 Institutional Movers
+$248.6M
-$104.9M
-$80.0M
WTRG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$118K
Total Est. Value
3K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Colleen Arnold | 2026-08-07 | $118K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
3
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)29670G102, 03836W103
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