Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership12,729 shares
Latest Disclosed Value $ 512,597
Clean Yield Group ownership in WTRG / Essential Utilities, Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 12,729 shares of Essential Utilities, Inc. (US:WTRG) valued at $512,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,729 shares of Essential Utilities, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $470,973 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)
2026-04-14 2026-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 12,729 0 0.00 513 4.92 0.1443
2026-01-26 2025-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 12,729 0 0.00 488 -3.75 0.1355
2025-10-23 2025-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 12,729 0 0.00 508 7.42 0.1436
2025-07-17 2025-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 12,729 0 0.00 473 -6.16 0.1414
2025-04-14 2025-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 12,729 -541 -4.08 503 4.57 0.1639
2025-01-13 2024-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 13,270 -250 -1.85 482 -7.68 0.1533
2024-10-07 2024-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 13,520 0 0.00 521 3.37 0.1652
2024-07-10 2024-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 13,520 0 0.00 505 0.80 0.1885
2024-05-29 2024-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 13,520 0 0.00 501 -0.79 0.1949
2024-01-24 2023-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 13,520 -1,430 -9.57 505 -1.37 0.2127
2023-10-12 2023-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 14,950 0 0.00 512 -14.26 0.2268
2023-07-26 2023-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 14,950 0 0.00 597 -8.59 0.2458
2023-04-26 2023-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 14,950 0 0.00 653 -8.56 0.2780
2023-01-31 2022-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 14,950 -376 -2.45 714 12.46 0.3065
2022-10-31 2022-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,326 0 0.00 634 -9.82 0.2942
2022-07-18 2022-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,326 0 0.00 703 -10.33 0.2906
2022-04-25 2022-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,326 -400 -2.54 784 -7.11 0.2769
2022-01-24 2021-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,726 0 0.00 844 16.41 0.2697
2021-10-27 2021-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,726 0 0.00 725 0.83 0.2378
2021-07-26 2021-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,726 0 0.00 719 2.13 0.2444
2021-04-26 2021-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 15,726 -1,324 -7.77 704 -12.66 0.2648
2021-01-26 2020-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 17,050 -220 -1.27 806 15.97 0.2897
2020-10-16 2020-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 17,270 -300 -1.71 695 -6.33 0.2818
2020-07-22 2020-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 17,570 -1,474 -7.74 742 -4.26 0.3206
2020-04-20 2020-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 19,044 -625 -3.18 775 -16.03 0.3681
2020-01-17 2019-12-31 13F AQUA AMERICA INC COM Stock 03836W103 19,669 -262 -1.31 923 3.24 0.2893
2019-10-23 2019-09-30 13F AQUA AMERICA INC COM Stock 03836W103 19,931 -1,229 -5.81 894 2.17 0.2948
2019-07-22 2019-06-30 13F AQUA AMERICA INC COM Stock 03836W103 21,160 -150 -0.70 875 12.61 0.3163
2019-04-24 2019-03-31 13F AQUA AMERICA INC COM Stock 03836W103 21,310 -1,374 -6.06 777 0.13 0.3146
2019-01-23 2018-12-31 13F AQUA AMERICA INC COM Stock 03836W103 22,684 -1,200 -5.02 776 -11.92 0.3378
2018-10-22 2018-09-30 13F AQUA AMERICA INC COM Stock 03836W103 23,884 -357 -1.47 881 3.28 0.3507
2018-07-24 2018-06-30 13F AQUA AMERICA INC COM Stock 03836W103 24,241 0 0.00 853 3.27 0.3533
2018-04-23 2018-03-31 13F AQUA AMERICA INC COM Stock 03836W103 24,241 -1,598 -6.18 826 -18.54 0.3488
2018-01-16 2017-12-31 13F AQUA AMERICA INC COM Stock 03836W103 25,839 0 0.00 1,014 18.18 0.4014
2017-10-11 2017-09-30 13F AQUA AMERICA INC COM Stock 03836W103 25,839 0 0.00 858 1.90 0.3500
2017-07-17 2017-06-30 13F AQUA AMERICA INC COM Stock 03836W103 25,839 -900 -3.37 842 -2.09 0.3522
2017-05-03 2017-03-31 13F AQUA AMERICA INC COM Stock 03836W103 26,739 0 0.00 860 7.10 0.3623
2017-01-24 2016-12-31 13F AQUA AMERICA INC COM Stock 03836W103 26,739 -2,357 -8.10 803 -9.47 0.3622
2016-10-28 2016-09-30 13F AQUA AMERICA INC COM Stock 03836W103 29,096 0 0.00 887 -14.55 0.3856
2016-07-27 2016-06-30 13F AQUA AMERICA INC COM Stock 03836W103 29,096 -500 -1.69 1,038 12.34 0.4456
2016-04-15 2016-03-31 13F AQUA AMERICA INC COM Stock 03836W103 29,596 -3,055 -9.36 924 -5.52 0.4108
2016-01-27 2015-12-31 13F AQUA AMERICA INC COM Stock 03836W103 32,651 -502 -1.51 978 3.16 0.4825
2015-10-29 2015-09-30 13F AQUA AMERICA INC COM Stock 03836W103 33,153 -2,200 -6.22 948 9.47 0.4471
2015-07-31 2015-06-30 13F AQUA AMERICA INC COM Stock 03836W103 35,353 -38,974 -52.44 866 -55.79 0.3979
2015-04-24 2015-03-31 13F AQUA AMERICA INC COM Stock 03836W103 74,327 74,327 0.00 1,959 0.8398
2015-01-29 2014-12-31 13F Aqua America COM 03836W103 0 -78,988 -100.00 0 -100.00
2014-10-27 2014-09-30 13F Aqua America COM 03836W103 78,988 -7,607 -8.78 1,859 -18.14 0.8928
2014-07-21 2014-06-30 13F Aqua America COM 03836W103 86,595 -5,067 -5.53 2,271 -1.17 1.1220
2014-04-24 2014-03-31 13F Aqua America COM 03836W103 91,662 -7,928 -7.96 2,298 -2.17 1.1884
2014-01-31 2013-12-31 13F Aqua America COM 03836W103 99,590 -1,701 -1.68 2,349 -6.23 1.2572
2013-10-24 2013-09-30 13F Aqua America COM 03836W103 101,291 17,786 21.30 2,505 -4.13 1.3567
2013-10-24 2013-06-30 13F Aqua America COM 03836W103 83,505 83,505 2,613 1.4937
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.