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
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -9.89%
0.01%
$251,153
6,915 shares@ 36.33 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Increased 41.66%
0.15%
$229,724
6,325 shares@ 36.32 avg price
Matthew Wilkins@Fulcrum Capital Llc
Recent Activity
0.05%
$227,000
6,250 shares@ 36.32 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 7.2%
0.02%
$179,639
4,946 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
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.01%
$109,686
3,020 shares@ 36.32 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
0.01%
$61,199
1,685 shares@ 36.32 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 6.36%
0.01%
$55,352
1,524 shares@ 36.33 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
John J Gonner@First Community Trust Na
Recent Activity
0.03%
$29,129
802 shares@ 36.33 avg price