Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionCommerce Bank
Latest Disclosed Ownership8,192 shares
Latest Disclosed Value $ 329,892
Commerce Bank reports 16.20% decrease in ownership of WTRG / Essential Utilities, Inc.

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 8,192 shares of Essential Utilities, Inc. (US:WTRG) valued at $329,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,776 shares of Essential Utilities, Inc.. This represents a change in shares of -16.20% during the quarter. The current value of the position is $306,053 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 8,192 -1,584 -16.20 330 -12.27 0.0007
2026-02-13 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 9,776 112 1.16 375 -2.60 0.0021
2025-11-12 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 9,664 67 0.70 386 8.15 0.0021
2025-08-07 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 9,597 505 5.55 356 -0.84 0.0021
2025-05-08 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 9,092 1,364 17.65 359 28.21 0.0023
2025-02-13 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 7,728 863 12.57 281 6.06 0.0017
2024-11-08 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 6,865 805 13.28 265 16.81 0.0016
2024-08-12 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 6,060 0 0.00 226 0.89 0.0015
2024-05-03 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 6,060 156 2.64 225 1.82 0.0015
2024-02-09 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 5,904 5,904 221 0.0016
2023-11-13 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 0 -6,921 -100.00 0 -100.00
2023-08-08 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 6,921 -520 -6.99 276 -14.81 0.0021
2023-05-04 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 7,441 560 8.14 325 -1.22 0.0025
2023-02-10 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 6,881 450 7.00 328 23.31 0.0027
2022-11-04 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 6,431 -117 -1.79 266 -11.33 0.0023
2022-08-12 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 6,548 172 2.70 300 -7.98 0.0024
2022-05-09 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 6,376 -1,119 -14.93 326 -18.91 0.0022
2022-02-14 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 7,495 404 5.70 402 22.94 0.0026
2021-11-09 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 7,091 -869 -10.92 327 -10.16 0.0023
2021-08-09 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 7,960 1,117 16.32 364 18.95 0.0026
2021-05-05 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 6,843 172 2.58 306 -2.86 0.0023
2021-02-09 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 6,671 -50 -0.74 315 16.67 0.0025
2020-11-06 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 6,721 -624 -8.50 270 -12.90 0.0024
2020-08-07 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 7,345 62 0.85 310 4.73 0.0030
2020-05-08 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 7,283 -55 -0.75 296 -13.95 0.0036
2020-02-14 2019-12-31 13F AQUA AMERICA COM 03836W103 7,338 178 2.49 344 7.17 0.0033
2019-11-12 2019-09-30 13F AQUA AMERICA COM 03836W103 7,160 77 1.09 321 9.56 0.0033
2019-08-07 2019-06-30 13F AQUA AMERICA COM 03836W103 7,083 738 11.63 293 26.84 0.0033
2019-05-08 2019-03-31 13F AQUA AMERICA COM 03836W103 6,345 220 3.59 231 10.53 0.0027
2019-02-11 2018-12-31 13F AQUA AMERICA COM 03836W103 6,125 6,125 209 0.0027
2018-05-03 2018-03-31 13F AQUA AMERICA COM 03836W103 0 -6,190 -100.00 0 -100.00
2018-02-12 2017-12-31 13F AQUA AMERICA COM 03836W103 6,190 -1,350 -17.90 243 -2.80 0.0032
2017-11-07 2017-09-30 13F/A-1 AQUA AMERICA COM 03836W103 7,540 204 2.78 250 2.46 0.0034
2017-11-07 2017-09-30 13F AQUA AMERICA COM 03836W103 7,336 244
2017-08-08 2017-06-30 13F AQUA AMERICA COM 03836W103 7,336 -1,530 -17.26 244 -14.39 0.0034
2017-05-05 2017-03-31 13F AQUA AMERICA COM 03836W103 8,866 487 5.81 285 13.10 0.0041
2017-02-08 2016-12-31 13F AQUA AMERICA COM 03836W103 8,379 0 0.00 252 -1.18 0.0038
2016-11-03 2016-09-30 13F AQUA AMERICA COM 03836W103 8,379 8,379 0.00 255 0.0040
2016-02-12 2015-12-31 13F AQUA AMERICA COM 03836W103 0 -13,267 -100.00 0 -100.00
2015-11-10 2015-09-30 13F AQUA AMERICA COM 03836W103 13,267 -325 -2.39 351 5.41 0.0060
2015-08-03 2015-06-30 13F AQUA AMERICA COM 03836W103 13,592 -1,357 -9.08 333 -15.48 0.0052
2015-05-06 2015-03-31 13F AQUA AMERICA COM 03836W103 14,949 -2,218 -12.92 394 -13.97 0.0061
2015-02-11 2014-12-31 13F AQUA AMERICA COM 03836W103 17,167 -10 -0.06 458 13.37 0.0072
2014-11-06 2014-09-30 13F AQUA AMERICA COM 03836W103 17,177 636 3.84 404 -6.91 0.0067
2014-08-05 2014-06-30 13F AQUA AMERICA COM 03836W103 16,541 2,250 15.74 434 21.23 0.0071
2014-05-09 2014-03-31 13F AQUA AMERICA COM 03836W103 14,291 -502 -3.39 358 2.87 0.0061
2014-02-14 2013-12-31 13F AQUA AMERICA COM 03836W103 14,793 2,000 15.63 348 10.13 0.0060
2013-11-05 2013-09-30 13F/A-1 AQUA AMERICA COM 03836W103 12,793 1,258 316 0.0057
2013-11-05 2013-09-30 13F/A-2 AQUA AMERICA COM 03836W103 12,793 1,258 10.91 316 -12.47 0.0057
2013-11-04 2013-09-30 13F AQUA AMERICA COM 03836W103 12,793 316
2013-08-07 2013-06-30 13F AQUA AMERICA COM 03836W103 11,535 335 2.99 361 2.56 0.0067
2013-08-08 2013-03-31 13F/A-1 AQUA AMERICA COM 03836W103 11,200 11,200 352 0.0069
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.