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
Stephanie West@Capital Market Strategies Llc
Recent Activity
Increased 166.04%
0.3%
$512,112
14,100 shares@ 36.32 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
New Position
0.08%
$491,155
13,523 shares@ 36.32 avg price
Jenny Ly@Clean Yield Group
Recent Activity
Decreased -1.84%
0.16%
$481,966
13,270 shares@ 36.32 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -13.31%
0.05%
$446,809
12,302 shares@ 36.33 avg price
Jennifer Harrington@Farmers Trust Co
Recent Activity
Decreased -2.65%
0.08%
$423,201
11,652 shares@ 36.33 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -77.17%
0.01%
$408,600
11,250 shares@ 36.32 avg price
Robert Sinnaeve@Ss&h Financial Advisors, Inc.
Recent Activity
0.15%
$403,000
11,074 shares@ 36.4 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 8.51%
0.01%
$396,611
10,919 shares@ 36.33 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Increased 0.03%
0.09%
$356,159
10,451 shares@ 34.08 avg price
Ashleigh Swayze@Code Waechter Llc
Recent Activity
Decreased -8.01%
0.32%
$366,432
10,089 shares@ 36.32 avg price