WTRG

Essential Utilities Inc

Latest period2024 - Q4Total superinvestors71

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Rasmus Kroner@Nordea Investment Management Ab Recent Activity Increased 16.67%	0.26%	$247.134M 6.812M shares@ 36.29 avg price	Increased 16.67%
Richard S. Foster@Folger Nolan Fleming Douglas Capital Management, Inc Recent Activity Increased 0.86%	0.77%	$7.334M 201,926 shares@ 36.32 avg price	Increased 0.86%
Teresa M. Nilsen@Hennessy Advisors Inc Recent Activity Increased 2.82%	0.19%	$6.374M 175,500 shares@ 36.32 avg price	Increased 2.82%
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a. Recent Activity Increased 219.45%	0.01%	$4.452M 122,581 shares@ 36.33 avg price	Increased 219.45%
Eric Duncan@Wealth Enhancement Advisory Services, Llc Recent Activity Increased 28.71%	0.01%	$2.338M 60,605 shares@ 38.57 avg price	Increased 28.71%
Richard M. Dolson@Nisa Investment Advisors, Llc Recent Activity Increased 3.07%	0.01%	$1.821M 50,150 shares@ 36.32 avg price	Increased 3.07%
Randall Eli Joseph@Secure Asset Management, Llc Recent Activity Increased 12.18%	0.25%	$1.646M 45,332 shares@ 36.32 avg price	Increased 12.18%
Stephanie West@Capital Market Strategies Llc Recent Activity Increased 166.04%	0.3%	$512,112 14,100 shares@ 36.32 avg price	Increased 166.04%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 8.51%	0.01%	$396,611 10,919 shares@ 36.33 avg price	Increased 8.51%
Ashleigh C. Swayze@Bernardo Wealth Planning Llc Recent Activity Increased 0.03%	0.09%	$356,159 10,451 shares@ 34.08 avg price	Increased 0.03%