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
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
0.02%
$13,584
374 shares@ 36.33 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.01%
$11,804
325 shares@ 36.32 avg price
STEVEN SHILLING@Cnb Bank
Recent Activity
0.01%
$10,896
300 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
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
0.01%
$6,829
188 shares@ 36.33 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -20%
0.01%
$4,358
120 shares@ 36.32 avg price
Greg Lowe@Lowe Wealth Advisors, Llc
Recent Activity
New Position
0.01%
$2,797
77 shares@ 36.33 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
0.01%
$2,288
63 shares@ 36.32 avg price
James RG Skjong@Ulland Investment Advisors, Llc
Recent Activity
0.01%
$1,000
30 shares@ 33.34 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -90.18%
0.01%
$944
26 shares@ 36.31 avg price