Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionCoreCommodity Management, LLC
Latest Disclosed Ownership42,109 shares
Latest Disclosed Value $ 1,695,729
CoreCommodity Management, LLC ownership in WTRG / Essential Utilities, Inc.

On May 15, 2026 - CoreCommodity Management, LLC filed a 13F-HR form disclosing ownership of 42,109 shares of Essential Utilities, Inc. (US:WTRG) valued at $1,695,729 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 14, 2025 disclosing 0 shares of Essential Utilities, Inc.. The current value of the position is $1,558,033 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)
2026-05-15 2026-03-31 13F ESSENTIAL UTILITIES COM 29670G102 42,109 42,109 1,696 0.3136
2025-11-14 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 0 -23,996 -100.00 0 -100.00
2025-08-14 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 23,996 -44,887 -65.16 891 -67.27 0.1467
2025-05-15 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 68,883 68,883 2,723 0.4427
2024-08-14 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 0 -147,555 -100.00 0 -100.00
2024-05-15 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 147,555 16,696 12.76 5,467 11.85 1.9476
2024-02-14 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 130,859 130,859 4,888 1.4523
2023-11-14 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 0 -598 -100.00 0 -100.00
2023-08-14 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 598 -41,956 -98.59 24 -98.76 0.0070
2023-05-15 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 42,554 18,482 76.78 1,857 61.76 0.5308
2023-02-14 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 24,072 24,072 1,149 0.3544
2022-08-15 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 0 -27,321 -100.00 0 -100.00
2022-05-16 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 27,321 -249 -0.90 1,397 -5.61 0.3069
2022-02-14 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 27,570 0 0.00 1,480 16.54 0.4073
2021-11-15 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 27,570 0 0.00 1,270 0.79 0.3566
2021-08-16 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 27,570 11,923 76.20 1,260 80.00 0.3907
2021-05-17 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 15,647 15,647 700 0.2934
2020-08-12 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 0 -54,973 -100.00 0 -100.00
2020-05-13 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 54,973 3,674 7.16 2,237 -7.10 2.5831
2020-02-04 2019-12-31 13F AQUA AMERICA COM 03836W103 51,299 8,071 18.67 2,408 24.25 1.3432
2019-11-14 2019-09-30 13F AQUA AMERICA COM 03836W103 43,228 -9,677 -18.29 1,938 -11.47 1.2161
2019-08-14 2019-06-30 13F AQUA AMERICA COM 03836W103 52,905 2,062 4.06 2,189 18.13 1.2131
2019-05-15 2019-03-31 13F AQUA AMERICA COM 03836W103 50,843 2,472 5.11 1,853 12.03 1.0525
2019-02-14 2018-12-31 13F AQUA AMERICA COM 03836W103 48,371 7,407 18.08 1,654 9.39 1.3891
2018-11-14 2018-09-30 13F AQUA AMERICA COM 03836W103 40,964 8,920 27.84 1,512 34.16 0.7553
2018-08-13 2018-06-30 13F AQUA AMERICA COM 03836W103 32,044 -180 -0.56 1,127 2.64 0.7563
2018-05-15 2018-03-31 13F AQUA AMERICA COM 03836W103 32,224 30,300 1,574.84 1,098 1,364.00 0.8291
2018-02-14 2017-12-31 13F AQUA AMERICA COM 03836W103 1,924 1,924 75 0.0621
2017-11-14 2017-09-30 13F AQUA AMERICA COM 03836W103 0 -20,632 -100.00 0 -100.00
2017-08-14 2017-06-30 13F AQUA AMERICA COM 03836W103 20,632 261 1.28 687 4.89 0.6604
2017-05-15 2017-03-31 13F AQUA AMERICA COM 03836W103 20,371 -2,039 -9.10 655 -2.67 0.5311
2017-02-14 2016-12-31 13F AQUA AMERICA COM 03836W103 22,410 -384 -1.68 673 -3.17 0.5917
2016-11-14 2016-09-30 13F AQUA AMERICA COM 03836W103 22,794 264 1.17 695 -13.45 0.7096
2016-08-15 2016-06-30 13F/A-1 AQUA AMERICA COM 03836W103 22,530 1,635 7.82 803 20.75 0.7909
2016-05-16 2016-03-31 13F AQUA AMERICA COM 03836W103 20,895 0 0.00 665 6.74 0.6882
2016-02-16 2015-12-31 13F AQUA AMERICA COM 03836W103 20,895 2,569 14.02 623 28.45 0.5834
2015-11-16 2015-09-30 13F AQUA AMERICA COM 03836W103 18,326 3,722 25.49 485 35.47 0.4464
2015-08-14 2015-06-30 13F AQUA AMERICA COM 03836W103 14,604 -3,599 -19.77 358 -25.42 0.2941
2015-05-15 2015-03-31 13F AQUA AMERICA COM 03836W103 18,203 0 0.00 480 -1.23 0.3027
2015-02-17 2014-12-31 13F AQUA AMERICA COM 03836W103 18,203 -15,288 -45.65 486 -38.32 0.3640
2014-11-14 2014-09-30 13F AQUA AMERICA COM 03836W103 33,491 4,683 16.26 788 4.37 0.4094
2014-08-14 2014-06-30 13F AQUA AMERICA COM 03836W103 28,808 28,808 755 0.3599
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.