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
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 16.67%
0.26%
$247.134M
6.812M shares@ 36.29 avg price
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
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Increased 2.82%
0.19%
$6.374M
175,500 shares@ 36.32 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -8.69%
0.02%
$4.638M
127,707 shares@ 36.32 avg price
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
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -2.76%
0.31%
$3.655M
100,632 shares@ 36.32 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 28.71%
0.01%
$2.338M
60,605 shares@ 38.57 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Decreased -11.61%
0.37%
$2.156M
59,352 shares@ 36.33 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 3.07%
0.01%
$1.821M
50,150 shares@ 36.32 avg price
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
Decreased -0.01%
0.17%
$1.615M
47,334 shares@ 34.12 avg price