Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership6,251 shares
Latest Disclosed Value $ 251,712
Sigma Planning Corp reports 5.31% increase in ownership of WTRG / Essential Utilities, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 6,251 shares of Essential Utilities, Inc. (US:WTRG) valued at $251,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 5,936 shares of Essential Utilities, Inc.. This represents a change in shares of 5.31% during the quarter. The current value of the position is $229,724 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)
2026-05-04 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 6,251 315 5.31 252 10.57 0.0070
2026-01-30 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 5,936 -269 -4.34 228 -8.10 0.0063
2025-11-10 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 6,205 -301 -4.63 248 2.49 0.0070
2025-08-05 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 6,506 -2 -0.03 242 -6.23 0.0073
2025-05-02 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 6,508 38 0.59 257 9.83 0.0082
2025-02-03 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 6,470 -1,680 -20.61 235 -25.48 0.0074
2024-11-04 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 8,150 58 0.72 314 3.97 0.0096
2024-08-06 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 8,092 1,799 28.59 302 29.61 0.0096
2024-05-02 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 6,293 851 15.64 233 14.78 0.0073
2024-02-01 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 5,442 -3,335 -38.00 203 -32.56 0.0159
2023-11-06 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 8,777 246 2.88 301 -11.47 0.0113
2023-08-02 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 8,531 -1,329 -13.48 341 -20.93 0.0122
2023-05-08 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 9,860 -1,758 -15.13 430 -22.38 0.0143
2023-01-24 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 11,618 368 3.27 555 18.88 0.0198
2022-11-10 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 11,250 2,258 25.11 466 13.11 0.0178
2022-08-11 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 8,992 178 2.02 412 -8.65 0.0143
2022-04-20 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 8,814 -2,032 -18.74 451 -22.51 0.0135
2022-02-02 2021-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 10,846 -441 -3.91 582 11.92 0.0162
2021-10-28 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 11,287 -245 -2.12 520 -1.33 0.0156
2021-08-13 2021-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 11,532 -925 -7.43 527 -5.39 0.0157
2021-05-06 2021-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 12,457 -19,392 -60.89 557 -63.01 0.0178
2021-02-09 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 31,849 -1,138 -3.45 1,506 13.40 0.0512
2020-11-03 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 32,987 -4,858 -12.84 1,328 -16.95 0.0526
2020-07-31 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 37,845 4,916 14.93 1,599 19.33 0.0702
2020-05-01 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 32,929 1,167 3.67 1,340 -10.13 0.0796
2020-02-03 2019-12-31 13F AQUA AMERICA COM 03836W103 31,762 4,945 18.44 1,491 24.04 0.0629
2019-11-01 2019-09-30 13F AQUA AMERICA COM 03836W103 26,817 4,423 19.75 1,202 29.81 0.0577
2019-08-01 2019-06-30 13F AQUA AMERICA COM 03836W103 22,394 5,028 28.95 926 46.29 0.0477
2019-05-01 2019-03-31 13F AQUA AMERICA COM 03836W103 17,366 2,036 13.28 633 20.80 0.0359
2019-01-31 2018-12-31 13F AQUA AMERICA COM 03836W103 15,330 9,178 149.19 524 130.84 0.0381
2018-11-07 2018-09-30 13F AQUA AMERICA COM 03836W103 6,152 6,152 227 0.0133
2018-05-11 2018-03-31 13F AQUA AMERICA COM 03836W103 0 -5,106 -100.00 0 -100.00
2018-02-07 2017-12-31 13F AQUA AMERICA COM 03836W103 5,106 5,106 200 0.0154
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.