Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership16,967 shares
Latest Disclosed Value $ 683,261
Prudential Financial Inc reports 8.47% decrease in ownership of WTRG / Essential Utilities, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 16,967 shares of Essential Utilities, Inc. (US:WTRG) valued at $683,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,538 shares of Essential Utilities, Inc.. This represents a change in shares of -8.47% during the quarter. The current value of the position is $623,537 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)
2026-05-13 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 16,967 -1,571 -8.47 683 -3.94 0.0005
2026-02-13 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 18,538 -34,012 -64.72 711 -66.08 0.0009
2025-11-13 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 52,550 -1,270 -2.36 2,097 1.65 0.0025
2025-08-12 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 53,820 28,385 111.60 2,063 109.13 0.0027
2025-05-13 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 25,435 3,952 18.40 986 19.81 0.0014
2025-02-11 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 21,483 -2,115 -8.96 823 -9.56 0.0011
2024-11-14 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 23,598 1,124 5.00 910 8.59 0.0013
2024-08-13 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 22,474 -20,689 -47.93 839 -47.59 0.0013
2024-05-14 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 43,163 -35,949 -45.44 1,599 -45.87 0.0023
2024-02-13 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 79,112 -3,390 -4.11 2,955 4.31 0.0045
2023-11-13 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 82,502 -6,189 -6.98 2,832 -19.98 0.0044
2023-08-11 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 88,691 7,854 9.72 3,540 0.31 0.0052
2023-05-12 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 80,837 -34,926 -30.17 3,529 -36.14 0.0055
2023-02-14 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 115,763 -346,948 -74.98 5,525 -71.79 0.0093
2022-11-04 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 462,711 53,809 13.16 19,587 4.47 0.0332
2022-08-15 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 408,902 386,073 1,691.15 18,749 1,506.60 0.0297
2022-05-13 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 22,829 -489 -2.10 1,167 4.76 0.0016
2022-02-14 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 23,318 -3,824 -14.09 1,114 -11.52 0.0014
2021-11-15 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 27,142 -605 -2.18 1,259 -0.71 0.0018
2021-08-16 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 27,747 -9,300 -25.10 1,268 -23.52 0.0017
2021-05-12 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 37,047 199 0.54 1,658 -4.82 0.0025
2021-08-16 2020-12-31 13F/A-1 ESSENTIAL UTILS COM 0047 29670G102 36,848 36,823 147,292.00 1,742 174,100.00 0.0029
2021-02-16 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 36,848 36,823 1,742 0.0029
2021-08-05 2020-09-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 25 -378 -93.80 1 -94.12 0.0001
2020-11-16 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 37,059 36,656 1,491 0.0028
2021-08-05 2020-06-30 13F/A-1 ESSENTIAL UTILS COM 0042 29670G102 403 -11 -2.66 17 0.00 0.0031
2020-08-12 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 41,109 40,695 1,736 0.0033
2021-08-05 2020-03-31 13F/A-1 ESSENTIAL UTILS COM 0040 29670G102 414 2 0.49 17 -10.53 0.0044
2020-05-12 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 253,217 252,805 10,307 0.0228
2021-08-05 2019-12-31 13F/A-1 AQUA AMERICA COM 0046 03836W103 412 389 1,691.30 19 1,800.00 0.0050
2020-02-11 2019-12-31 13F AQUA AMERICA COM 03836W103 153,557 153,534 7,208 0.0107
2021-08-05 2019-09-30 13F/A-1 AQUA AMERICA COM 0044 03836W103 23 13 130.00 1 -94.74 0.0003
2019-11-13 2019-09-30 13F AQUA AMERICA COM 03836W103 178,507 178,497 8,001 0.0127
2021-08-05 2019-06-30 13F/A-1 AQUA AMERICA COM 03836W103 10 -497,829 -100.00 0 -100.00
2019-08-08 2019-06-30 13F AQUA AMERICA COM 03836W103 148,497 -349,342 6,144 0.0096
2019-05-15 2019-03-31 13F AQUA AMERICA COM 03836W103 497,839 -26,040 -4.97 18,142 1.28 0.0302
2019-02-07 2018-12-31 13F AQUA AMERICA COM 03836W103 523,879 370,102 240.67 17,912 215.69 0.0315
2018-11-07 2018-09-30 13F AQUA AMERICA COM 03836W103 153,777 -1,900 -1.22 5,674 3.60 0.0084
2018-08-13 2018-06-30 13F AQUA AMERICA COM 03836W103 155,677 3,080 2.02 5,477 5.39 0.0082
2018-05-04 2018-03-31 13F AQUA AMERICA COM 03836W103 152,597 16,850 12.41 5,197 -2.40 0.0079
2018-02-13 2017-12-31 13F AQUA AMERICA COM 03836W103 135,747 -5,320 -3.77 5,325 13.73 0.0073
2017-11-02 2017-09-30 13F AQUA AMERICA COM 03836W103 141,067 1,540 1.10 4,682 0.77 0.0077
2017-08-07 2017-06-30 13F AQUA AMERICA COM 03836W103 139,527 -4,560 -3.16 4,646 0.30 0.0069
2017-05-10 2017-03-31 13F AQUA AMERICA COM 03836W103 144,087 3,790 2.70 4,632 9.89 0.0072
2017-02-07 2016-12-31 13F AQUA AMERICA COM 03836W103 140,297 9,280 7.08 4,215 5.56 0.0068
2016-11-04 2016-09-30 13F AQUA AMERICA COM 03836W103 131,017 -18,860 -12.58 3,993 -25.29 0.0066
2016-08-09 2016-06-30 13F AQUA AMERICA COM 03836W103 149,877 3,900 2.67 5,345 15.07 0.0090
2016-05-09 2016-03-31 13F AQUA AMERICA COM 03836W103 145,977 -1,560 -1.06 4,645 5.64 0.0083
2016-02-12 2015-12-31 13F AQUA AMERICA COM 03836W103 147,537 6,000 4.24 4,397 17.38 0.0080
2015-11-10 2015-09-30 13F AQUA AMERICA COM 03836W103 141,537 -9,100 -6.04 3,746 1.55 0.0074
2015-08-06 2015-06-30 13F AQUA AMERICA COM 03836W103 150,637 -70,000 -31.73 3,689 -36.55 0.0065
2015-05-01 2015-03-31 13F AQUA AMERICA COM 03836W103 220,637 56,870 34.73 5,814 32.95 0.0101
2015-02-06 2014-12-31 13F AQUA AMERICA COM 03836W103 163,767 39,800 32.11 4,373 49.91 0.0079
2014-11-12 2014-09-30 13F AQUA AMERICA COM 03836W103 123,967 -37,467 -23.21 2,917 -31.09 0.0055
2014-08-13 2014-06-30 13F AQUA AMERICA COM 03836W103 161,434 21,667 15.50 4,233 20.80 0.0075
2014-05-14 2014-03-31 13F AQUA AMERICA COM 03836W103 139,767 27,800 24.83 3,504 32.68 0.0065
2014-02-11 2013-12-31 13F AQUA AMERICA COM 03836W103 111,967 -5,000 -4.27 2,641 -8.71 0.0052
2013-11-07 2013-09-30 13F AQUA AMERICA COM 03836W103 116,967 23,941 25.74 2,893 -0.62 0.0061
2013-08-07 2013-06-30 13F AQUA AMERICA COM 03836W103 93,026 93,026 2,911 0.0065
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.