Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership68,016 shares
Latest Disclosed Value $ 2,739,004
Engineers Gate Manager LP ownership in WTRG / Essential Utilities, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 68,016 shares of Essential Utilities, Inc. (US:WTRG) valued at $2,739,004 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 0 shares of Essential Utilities, Inc.. The current value of the position is $2,516,592 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 UTILS COM 29670G102 68,016 68,016 2,739 0.0342
2026-02-17 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 0 -54,645 -100.00 0 -100.00
2025-11-14 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 54,645 15,886 40.99 2,180 51.49 0.0250
2025-08-14 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 38,759 24,473 171.31 1,440 155.14 0.0179
2025-05-15 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 14,286 -13,157 -47.94 565 -43.37 0.0095
2025-02-14 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 27,443 -48,054 -63.65 997 -65.78 0.0173
2024-11-14 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 75,497 75,497 2,912 0.0568
2024-05-15 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 0 -14,820 -100.00 0 -100.00
2024-02-14 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 14,820 -9,402 -38.82 554 -33.45 0.0158
2023-11-14 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 24,222 -48,264 -66.58 832 -71.27 0.0307
2023-08-14 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 72,486 25,166 53.18 2,893 40.05 0.1094
2023-05-15 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 47,320 47,320 2,066 0.0863
2023-02-14 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 0 -47,897 -100.00 0 -100.00
2022-11-14 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 47,897 35,616 290.01 1,982 252.04 0.1233
2022-08-15 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 12,281 12,281 563 0.0206
2021-02-16 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 0 -23,788 -100.00 0 -100.00
2020-11-16 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 23,788 23,788 957 0.0449
2019-05-15 2019-03-31 13F AQUA AMERICA COM 03836W103 0 -52,431 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AQUA AMERICA COM 03836W103 52,431 52,431 1,793 0.1435
2018-05-07 2018-03-31 13F AQUA AMERICA COM 03836W103 0 -16,986 -100.00 0 -100.00
2018-02-01 2017-12-31 13F AQUA AMERICA COM 03836W103 16,986 16,986 666 0.0457
2017-05-05 2017-03-31 13F AQUA AMERICA COM 03836W103 0 -19,231 -100.00 0 -100.00
2017-02-10 2016-12-31 13F AQUA AMERICA COM 03836W103 19,231 -40,708 -67.92 578 -68.36 0.0620
2016-11-09 2016-09-30 13F AQUA AMERICA COM 03836W103 59,939 59,939 0.00 1,827 0.1903
2016-05-09 2016-03-31 13F AQUA AMERICA COM 03836W103 0 -21,087 -100.00 0 -100.00
2016-02-05 2015-12-31 13F AQUA AMERICA COM 03836W103 21,087 -47,599 -69.30 628 -65.46 0.0424
2015-11-16 2015-09-30 13F AQUA AMERICA COM 03836W103 68,686 38,286 125.94 1,818 144.35 0.1548
2015-08-14 2015-06-30 13F AQUA AMERICA COM 03836W103 30,400 30,400 744 0.0728
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.