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
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -3.64%
0.03%
$265,595
7,313 shares@ 36.32 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -9.89%
0.01%
$251,153
6,915 shares@ 36.33 avg price
Simeon Arneaud@Mitsubishi Ufj Asset Management (uk) Ltd.
Recent Activity
Decreased -73.33%
0.07%
$145,000
4,000 shares@ 36.25 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -40.73%
0.01%
$54,480
1,500 shares@ 36.32 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -76.47%
0.01%
$16,780
462 shares@ 36.33 avg price
Therese C.D. Linden@Bank Of New Hampshire
Recent Activity
Decreased -50%
0.01%
$13,620
375 shares@ 36.32 avg price
Carla Olenchak@Peoples Financial Services Corp.
Recent Activity
Decreased -80%
0.01%
$9,077
250 shares@ 36.31 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -20%
0.01%
$4,358
120 shares@ 36.32 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -90.18%
0.01%
$944
26 shares@ 36.31 avg price