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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Exited
0%
$2.545M
98,142 shares@ 25.94 avg price
Franck Ibalot@Covea Finance
Recent Activity
Exited
0%
$3.471M
90,000 shares@ 38.57 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
Exited
0%
$1.262M
32,722 shares@ 38.57 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Exited
0%
$237,475
6,157 shares@ 38.57 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Exited
0%
$236,202
6,124 shares@ 38.57 avg price
Brett D'Orlando@Fortem Financial Group, Llc
Recent Activity
Exited
0%
$206,230
5,347 shares@ 38.57 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Exited
0%
$205,270
5,322 shares@ 38.58 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Exited
0%
$200,062
5,187 shares@ 38.57 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Exited
0%
$193,000
4,999 shares@ 38.61 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$14,000
380 shares@ 36.85 avg price