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Essential Utilities
WTRG

Overview Fund Activity

668 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.27B 34,221,385 +1,540,414 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B 30,407,634 +693,988 +2%
State Street
3
State Street
Massachusetts
$481M 12,950,256 -195,885 -1%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$433M 11,661,095 -10,000,000 -46%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$264M 7,150,259 -217,946 -3%
Amundi
6
Amundi
France
$219M 5,637,022 +146,960 +3%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$198M 5,339,428 -1,193,171 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M 4,734,532 +173,319 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$154M 4,158,376 +375 +0%
Invesco
10
Invesco
Georgia
$130M 3,502,380 -17,168 -0.5%
Legal & General Group
11
Legal & General Group
United Kingdom
$130M 3,488,920 +136,270 +4%
Morgan Stanley
12
Morgan Stanley
New York
$123M 3,320,442 +78,671 +2%
Northern Trust
13
Northern Trust
Illinois
$112M 3,013,141 -205,173 -6%
UBS AM
14
UBS AM
Illinois
$106M 2,852,839 +414,056 +17%
Citadel Advisors
15
Citadel Advisors
Florida
$105M 2,820,091 +2,514,794 +824%
Norges Bank
16
Norges Bank
Norway
$102M 2,755,714 +2,755,714 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$99.5M 2,679,144 +7,137 +0.3%
Macquarie Group
18
Macquarie Group
Australia
$99M 2,664,876 +325,178 +14%
BTW
19
Boston Trust Walden
Massachusetts
$94.5M 2,544,883 +68,072 +3%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$87.7M 2,360,631 +193,834 +9%
DPIM
21
Duff & Phelps Investment Management
Illinois
$79.6M 2,142,795 -270,969 -11%
TIA
22
Tandem Investment Advisors
South Carolina
$76.9M 2,070,162 +25,102 +1%
Charles Schwab
23
Charles Schwab
California
$75.5M 2,032,362 -71,415 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$74.3M 2,000,589 +136,352 +7%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$67.8M 1,825,959 +153,865 +9%
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