Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership200,642 shares
Latest Disclosed Value $ 8,079,873
Creative Planning reports 4.33% increase in ownership of WTRG / Essential Utilities, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 200,642 shares of Essential Utilities, Inc. (US:WTRG) valued at $8,079,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 192,312 shares of Essential Utilities, Inc.. This represents a change in shares of 4.33% during the quarter. The current value of the position is $7,423,754 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)
2026-05-12 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 200,642 8,330 4.33 8,080 9.52 0.0055
2026-02-17 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 192,312 9,960 5.46 7,377 1.40 0.0053
2025-11-14 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 182,352 -15,039 -7.62 7,276 -0.76 0.0056
2025-08-08 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 197,391 118,005 148.65 7,331 133.62 0.0063
2025-05-15 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 79,386 -1,916 -2.36 3,138 6.30 0.0030
2025-02-14 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 81,302 1,478 1.85 2,953 -4.09 0.0029
2024-10-11 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 79,824 -1,116 -1.38 3,079 1.89 0.0030
2024-08-15 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 80,940 -2,173 -2.61 3,021 -1.88 0.0032
2024-05-13 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 83,113 7,588 10.05 3,079 9.18 0.0034
2024-02-14 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 75,525 -10,691 -12.40 2,821 -4.70 0.0052
2023-11-16 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 86,216 44,104 104.73 2,960 76.13 0.0039
2023-07-21 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 42,112 -3,555 -7.78 1,681 -15.70 0.0022
2023-05-15 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 45,667 -23 -0.05 1,993 -8.58 0.0029
2023-02-10 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 45,690 2,501 5.79 2,181 21.99 0.0033
2022-11-03 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 43,189 587 1.38 1,787 -8.50 0.0031
2022-08-15 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 42,602 -1,707 -3.85 1,953 -13.81 0.0032
2022-05-16 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 44,309 5,536 14.28 2,266 8.84 0.0035
2022-02-11 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 38,773 -38,319 -49.71 2,082 -41.39 0.0033
2021-11-10 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 77,092 4,600 6.35 3,552 7.21 0.0063
2021-08-04 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 72,492 -8,979 -11.02 3,313 -9.13 0.0059
2021-04-30 2021-03-31 13F CreativePlanning COM 29670G102 81,471 -2,818 -3.34 3,646 -8.55 0.0073
2021-01-29 2020-12-31 13F ESSENTIAL UTILITIES COM 29670G102 84,289 1,429 1.72 3,987 18.55 0.0088
2020-11-05 2020-09-30 13F ESSENTIAL UTILITIES COM 29670G102 82,860 5,080 6.53 3,363 2.37 0.0088
2020-07-23 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 77,780 -178 -0.23 3,285 3.53 0.0095
2020-05-05 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 77,958 -15 -0.02 3,173 -13.31 0.0113
2020-01-30 2019-12-31 13F AQUA AMERICA COM 03836W103 77,973 -531 -0.68 3,660 4.01 0.0110
2019-11-01 2019-09-30 13F AQUA AMERICA COM 03836W103 78,504 -2,857 -3.51 3,519 4.55 0.0115
2019-07-26 2019-06-30 13F AQUA AMERICA COM 03836W103 81,361 2,778 3.54 3,366 17.53 0.0113
2019-04-24 2019-03-31 13F AQUA AMERICA COM 03836W103 78,583 -1,568 -1.96 2,864 4.53 0.0103
2019-02-12 2018-12-31 13F/A-1 AQUA AMERICA COM 03836W103 80,151 427 0.54 2,740 -6.87 0.0112
2019-02-01 2018-12-31 13F AQUA AMERICA COM 03836W103 80,151 427 2,740
2018-10-25 2018-09-30 13F AQUA AMERICA COM 03836W103 79,724 537 0.68 2,942 5.60 0.0109
2018-07-20 2018-06-30 13F AQUA AMERICA COM 03836W103 79,187 301 0.38 2,786 3.68 0.0109
2018-04-18 2018-03-31 13F AQUA AMERICA COM 03836W103 78,886 45,462 136.02 2,687 104.96 0.0109
2018-01-17 2017-12-31 13F AQUA AMERICA COM 03836W103 33,424 -2,367 -6.61 1,311 10.35 0.0056
2017-10-17 2017-09-30 13F AQUA AMERICA COM 03836W103 35,791 -142 -0.40 1,188 -0.75 0.0055
2017-07-12 2017-06-30 13F AQUA AMERICA COM 03836W103 35,933 2,134 6.31 1,197 10.12 0.0061
2017-04-07 2017-03-31 13F AQUA AMERICA COM 03836W103 33,799 -6,734 -16.61 1,087 -10.76 0.0059
2017-01-09 2016-12-31 13F AQUA AMERICA COM 03836W103 40,533 4,773 13.35 1,218 11.74 0.0074
2016-10-12 2016-09-30 13F AQUA AMERICA COM 03836W103 35,760 4,677 15.05 1,090 -1.62 0.0069
2016-07-12 2016-06-30 13F AQUA AMERICA COM 03836W103 31,083 864 2.86 1,108 15.18 0.0080
2016-04-08 2016-03-31 13F AQUA AMERICA COM 03836W103 30,219 3,460 12.93 962 20.70 0.0075
2016-01-11 2015-12-31 13F AQUA AMERICA COM 03836W103 26,759 1,944 7.83 797 21.31 0.0066
2015-10-09 2015-09-30 13F AQUA AMERICA COM 03836W103 24,815 -1,720 -6.48 657 1.08 0.0058
2015-07-09 2015-06-30 13F AQUA AMERICA COM 03836W103 26,535 -1,571 -5.59 650 -12.28 0.0059
2015-04-13 2015-03-31 13F AQUA AMERICA COM 03836W103 28,106 28,106 0.00 741 0.0070
2015-01-29 2014-12-31 13F AQUA AMERICA COM 03836W103 0 -20,837 -100.00 0 -100.00
2014-10-10 2014-09-30 13F AQUA AMERICA COM 03836W103 20,837 1,769 9.28 490 -2.00 0.0057
2014-08-20 2014-06-30 13F AQUA AMERICA COM 03836W103 19,068 -1,278 -6.28 500 -1.96 0.0065
2014-04-11 2014-03-31 13F AQUA AMERICA COM 03836W103 20,346 -917 -4.31 510 1.59 0.0077
2014-01-06 2013-12-31 13F AQUA AMERICA COM 03836W103 21,263 -2,460 -10.37 502 -14.48 0.0086
2013-10-10 2013-09-30 13F AQUA AMERICA COM 03836W103 23,723 7,770 48.71 587 17.64 0.0116
2013-07-09 2013-06-30 13F AQUA AMERICA COM 03836W103 15,953 15,953 499 0.0116
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.