ESSENTIAL UTILS INC

$WTRG
13F holders
696
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 696 · Source: 13F-HR
01
Bahl & Gaynor Inc.
02
State Street
03
Axa S.a.
04
US Bancorp De
05
Atlantic Edge Private Wealth Management, LLC
06
Banyan Capital Management, Inc.
07
Exor N.V.
08
Evergreen Capital Management LLC
09
ProShare Advisors LLC
10
Francisco Partners Management, LP

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 696 13F holders · Pro →

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$WTRG is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.34%, with an average of 0.34% of portfolio. Largest holder: ANTIPODES PARTNERS Ltd at 2.34%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

1 transactions · 1 filers
14 Mar 2025
Franklin Chris
▼ SOLD
7,700
$39.40
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

5 disclosures · STOCK Act
House · Michigan · Traded Oct 31
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
BOUGHT
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Sep 25
BOUGHT
$1K–$15K
Oct 22STOCK
House · Washington · Traded Apr 11
SOLD
$1K–$15K
May 16STOCK

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $WTRG lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $WTRG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 15:16 UTC.