Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership879,718 shares
Latest Disclosed Value $ 35,426,244
Citigroup Inc reports 2.16% decrease in ownership of WTRG / Essential Utilities, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 879,718 shares of Essential Utilities, Inc. (US:WTRG) valued at $35,426,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 899,141 shares of Essential Utilities, Inc.. This represents a change in shares of -2.16% during the quarter. The current value of the position is $32,549,566 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 879,718 -19,423 -2.16 35,426 2.71 0.0076
2026-02-13 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 899,141 799,688 804.09 34,491 769.23 0.0152
2025-11-10 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 99,453 28,329 39.83 3,968 50.25 0.0018
2025-08-11 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 71,124 -152,367 -68.18 2,642 -70.10 0.0013
2025-05-12 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 223,491 143,032 177.77 8,835 202.33 0.0045
2025-02-12 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 80,459 4,065 5.32 2,922 -0.81 0.0017
2024-11-12 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 76,394 27,743 57.02 2,947 62.22 0.0017
2024-08-12 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 48,651 7,924 19.46 1,816 20.42 0.0012
2024-05-10 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 40,727 -18,605 -31.36 1,509 -31.95 0.0010
2024-02-09 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 59,332 -1,141 -1.89 2,216 6.74 0.0016
2023-12-06 2023-09-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 60,473 522 0.87 2,076 -13.21 0.0016
2023-11-09 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 60,473 522 2,076 0.0006
2023-08-10 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 59,951 -61,367 -50.58 2,393 -54.83 0.0016
2023-05-11 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 121,318 11,318 10.29 5,296 0.86 0.0037
2023-02-09 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 110,000 -62,635 -36.28 5,250 -26.51 0.0042
2022-11-10 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 172,635 57,209 49.56 7,144 35.00 0.0051
2022-08-10 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 115,426 -7,227 -5.89 5,292 -15.62 0.0039
2022-05-12 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 122,653 29,559 31.75 6,272 25.47 0.0038
2022-02-10 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 93,094 -5,581 -5.66 4,999 9.94 0.0027
2021-11-10 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 98,675 -13,754 -12.23 4,547 -11.49 0.0027
2021-08-10 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 112,429 -13,708 -10.87 5,137 -8.98 0.0031
2021-05-13 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 126,137 -19,098 -13.15 5,644 -17.81 0.0037
2021-02-11 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 145,235 48,181 49.64 6,867 75.76 0.0041
2020-11-12 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 97,054 -11,546 -10.63 3,907 -14.81 0.0025
2020-08-12 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 108,600 53,070 95.57 4,586 102.83 0.0036
2020-05-12 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 55,530 37,507 208.11 2,261 101.16 0.0020
2020-02-12 2019-12-31 13F AQUA AMERICA UNIT 04/30/2022 03836W202 18,023 -94,813 -84.03 1,124 -77.78 0.0008
2020-02-12 2019-12-31 13F AQUA AMERICA COM 03836W103 171,771 58,935 8,063 0.0058
2019-11-08 2019-09-30 13F AQUA AMERICA COM 03836W103 112,836 9,030 8.70 5,058 17.74 0.0040
2019-08-12 2019-06-30 13F AQUA AMERICA COM 03836W103 103,806 76,230 276.44 4,296 327.89 0.0035
2019-05-13 2019-03-31 13F AQUA AMERICA COM 03836W103 27,576 10,215 58.84 1,004 69.31 0.0010
2019-02-12 2018-12-31 13F AQUA AMERICA COM 03836W103 17,361 -2,967 -14.60 593 -20.83 0.0006
2018-11-13 2018-09-30 13F AQUA AMERICA COM 03836W103 20,328 -9,484 -31.81 749 -28.60 0.0007
2018-08-10 2018-06-30 13F AQUA AMERICA COM 03836W103 29,812 13,868 86.98 1,049 93.19 0.0010
2018-05-11 2018-03-31 13F AQUA AMERICA COM 03836W103 15,944 -1,000 -5.90 543 -18.35 0.0004
2018-02-12 2017-12-31 13F AQUA AMERICA COM 03836W103 16,944 3,723 28.16 665 51.48 0.0005
2017-11-13 2017-09-30 13F AQUA AMERICA COM 03836W103 13,221 1,068 8.79 439 8.40 0.0004
2017-08-11 2017-06-30 13F AQUA AMERICA COM 03836W103 12,153 6,160 102.79 405 109.84 0.0004
2017-05-12 2017-03-31 13F AQUA AMERICA COM 03836W103 5,993 -6,058 -50.27 193 -46.83 0.0002
2017-02-10 2016-12-31 13F AQUA AMERICA COM 03836W103 12,051 -62,515 -83.84 363 -84.03 0.0003
2016-11-10 2016-09-30 13F AQUA AMERICA COM 03836W103 74,566 48,735 188.67 2,273 146.80 0.0021
2016-08-12 2016-06-30 13F AQUA AMERICA COM 03836W103 25,831 -18,676 -41.96 921 -34.96 0.0009
2016-05-13 2016-03-31 13F AQUA AMERICA COM 03836W103 44,507 10,620 31.34 1,416 40.34 0.0016
2016-02-12 2015-12-31 13F AQUA AMERICA COM 03836W103 33,887 22,130 188.23 1,009 224.44 0.0010
2015-11-13 2015-09-30 13F AQUA AMERICA COM 03836W103 11,757 -11,824 -50.14 311 -46.19 0.0003
2015-08-13 2015-06-30 13F AQUA AMERICA COM 03836W103 23,581 7,781 49.25 578 38.61 0.0005
2015-05-14 2015-03-31 13F AQUA AMERICA COM 03836W103 15,800 14,168 868.14 417 869.77 0.0004
2015-02-17 2014-12-31 13F AQUA AMERICA COM 03836W103 1,632 -18,678 -91.96 43 -91.00 0.0000
2014-11-14 2014-09-30 13F AQUA AMERICA COM 03836W103 20,310 18,470 1,003.80 478 875.51 0.0004
2014-08-14 2014-06-30 13F AQUA AMERICA COM 03836W103 1,840 -16,735 -90.09 49 -89.48 0.0000
2014-05-15 2014-03-31 13F AQUA AMERICA COM 03836W103 18,575 -43,043 -69.85 466 -67.93 0.0005
2014-02-14 2013-12-31 13F AQUA AMERICA COM 03836W103 61,618 51,548 511.90 1,453 483.53 0.0013
2013-11-14 2013-09-30 13F AQUA AMERICA COM 03836W103 10,070 -82,646 -89.14 249 -91.42 0.0002
2013-08-14 2013-06-30 13F AQUA AMERICA COM 03836W103 92,716 92,716 2,901 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.