21 institutions reported holding $20.0M of ESSENTIAL UTILS INC (WTRG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($9.4M), PensionDanmark Pensionsforsikringsaktieselskab ($5.3M), Trilogy Capital Inc. ($3.2M), CX Institutional ($367,000), Apella Capital, LLC ($355,860). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $9.4M | 244,227 | Trimmed |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $5.3M | 137,908 | New |
| 3 | Trilogy Capital Inc. | $3.2M | 82,885 | Added |
| 4 | CX Institutional | $367,000 | 9,573 | Added |
| 5 | Apella Capital, LLC | $355,860 | 9,106 | Added |
| 6 | EASTERN BANK | $338,984 | 8,848 | Added |
| 7 | GAMMA Investing LLC | $288,244 | 7,524 | Trimmed |
| 8 | Hennion & Walsh Asset Management, Inc. | $216,413 | 5,649 | Trimmed |
| 9 | Avior Wealth Management, LLC | $214,090 | 5,588 | Added |
| 10 | CoreCap Advisors, LLC | $163,533 | 4,269 | Added |
| 11 | Versant Capital Management, Inc | $67,272 | 1,756 | Added |
| 12 | Byrne Asset Management LLC | $47,888 | 1,250 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $42,524 | 1,110 | Trimmed |
| 14 | Bangor Savings Bank | $23,135 | 604 | Added |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $20,308 | 530 | Added |
| 16 | Hilltop National Bank | $12,451 | 325 | Hold |
| 17 | Cedar Mountain Advisors, LLC | $6,684 | 174 | Added |
| 18 | Retirement Wealth Solutions LLC | $4,215 | 110 | Trimmed |
| 19 | 3 FACTOR INDEXING, LLC | $77 | 2 | Hold |
| 20 | Ledgewood Wealth Advisors, LLC | $0 | 0 | Exited |
| 21 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30