WTRG

Essential Utilities Inc

Latest period2024 - Q4Total superinvestors71

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 71 superinvestors own shares of Essential Utilities Inc (WTRG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Essential Utilities Inc (WTRG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Essential Utilities Inc (WTRG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Essential Utilities Inc (WTRG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -8.69%
0.02%
$4.638M
127,707 shares@ 36.32 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -2.76%
0.31%
$3.655M
100,632 shares@ 36.32 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Decreased -11.61%
0.37%
$2.156M
59,352 shares@ 36.33 avg price
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
Decreased -0.01%
0.17%
$1.615M
47,334 shares@ 34.12 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Decreased -1.54%
0.12%
$1.67M
45,969 shares@ 36.33 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Decreased -4.6%
0.12%
$1.41M
38,819 shares@ 36.32 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -7.08%
0.03%
$849,439
23,388 shares@ 36.32 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -7.03%
0.03%
$777,147
21,397 shares@ 36.33 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -3.36%
0.02%
$648,000
17,844 shares@ 36.32 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Decreased -0.13%
0.15%
$613,054
16,879 shares@ 36.33 avg price