Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership14,477 shares
Latest Disclosed Value $ 582,997
Truist Financial Corp reports 1.06% increase in ownership of WTRG / Essential Utilities, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 14,477 shares of Essential Utilities, Inc. (US:WTRG) valued at $582,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,325 shares of Essential Utilities, Inc.. This represents a change in shares of 1.06% during the quarter. The current value of the position is $532,030 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)
2026-04-27 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 14,477 152 1.06 583 6.01 0.0004
2026-02-02 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 14,325 -8,363 -36.86 549 -39.34 0.0007
2025-11-03 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 22,688 -4,054 -15.16 905 -8.86 0.0012
2025-07-18 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 26,742 4,965 22.80 993 15.47 0.0015
2025-04-29 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 21,777 4,134 23.43 861 34.38 0.0014
2025-01-31 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 17,643 -592 -3.25 641 -8.96 0.0010
2024-11-13 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 18,235 -1,490 -7.55 703 -4.48 0.0011
2024-08-21 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 19,725 -1,971 -9.08 736 -8.34 0.0011
2024-05-13 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 21,696 2,832 15.01 804 14.06 0.0012
2024-02-02 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 18,864 -599 -3.08 705 5.39 0.0011
2023-11-14 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 19,463 810 4.34 668 -10.22 0.0011
2023-08-01 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 18,653 46 0.25 744 -8.37 0.0012
2023-05-05 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 18,607 -6,682 -26.42 812 -32.73 0.0014
2023-02-17 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 25,289 -551 -2.13 1,207 12.91 0.0021
2022-10-26 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 25,840 39 0.15 1,069 -9.64 0.0021
2022-07-22 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 25,801 -2,191 -7.83 1,183 -17.39 0.0022
2022-04-22 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 27,992 -43,623 -60.91 1,432 -62.77 0.0023
2022-02-14 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 71,615 -3,504 -4.66 3,846 11.12 0.0059
2021-11-05 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 75,119 -5,399 -6.71 3,461 -5.95 0.0057
2021-08-16 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 80,518 -5,337 -6.22 3,680 -4.22 0.0060
2021-05-17 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 85,855 -285,723 -76.89 3,842 -78.14 0.0067
2021-11-19 2020-12-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 371,578 23,872 6.87 17,572 25.56 0.0336
2021-02-18 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 396,393 48,687 18,746 0.0348
2021-11-05 2020-09-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 347,706 35,996 11.55 13,995 6.30 0.0306
2020-11-13 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 347,706 35,996 13,995 0.0302
2021-11-16 2020-06-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 311,710 102,302 48.85 13,166 54.49 0.0296
2020-08-14 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 311,710 102,302 13,166 0.0292
2021-11-05 2020-03-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 209,408 190,382 1,000.64 8,522 618.55 0.0224
2020-05-15 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 209,408 190,382 8,522 0.0222
2021-11-16 2019-12-31 13F/A-1 AQUA AMERICA UNIT 04/30/2022 03836W202 19,026 19,026 1,186 0.0024
2021-11-16 2019-12-31 13F/A-1 AQUA AMERICA COM 03836W103 39,799 39,799 1,868 0.0038
2020-02-14 2019-12-31 13F AQUA AMERICA COM 03836W103 39,799 39,799 1,868 0.0038
2020-02-14 2019-12-31 13F AQUA AMERICA UNIT 04/30/2022 03836W202 19,026 19,026 1,186 0.0024
2019-07-24 2019-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 0 -11,423 -100.00 0 -100.00
2019-04-23 2019-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 11,423 2,438 27.13 416 35.50 0.0074
2019-01-22 2018-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 8,985 539 6.38 307 -1.60 0.0063
2018-10-17 2018-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 8,446 -705 -7.70 312 -3.11 0.0056
2018-07-26 2018-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 9,151 224 2.51 322 5.92 0.0061
2018-04-20 2018-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 8,927 148 1.69 304 -11.63 0.0058
2018-01-29 2017-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 8,779 -681 -7.20 344 9.55 0.0064
2017-10-23 2017-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 9,460 -3,501 -27.01 314 -27.15 0.0061
2017-07-20 2017-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 12,961 -3,650 -21.97 431 -19.29 0.0085
2017-04-28 2017-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 16,611 -4,475 -21.22 534 -15.64 0.0107
2017-02-02 2016-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 21,086 -71,418 -77.21 633 -77.55 0.0129
2016-11-01 2016-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 92,504 -1,304 -1.39 2,820 -15.70 0.0580
2016-08-01 2016-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 93,808 87,512 1,389.96 3,345 1,564.18 0.0703
2016-05-05 2016-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 6,296 -2,099 -25.00 201 -19.60 0.0052
2016-01-28 2015-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 8,395 0 0.00 250 12.61 0.0065
2015-11-04 2015-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 8,395 8,395 222 0.0058
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.