Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership1,293 shares
Latest Disclosed Value $ 52
Bessemer Group Inc reports 3.03% increase in ownership of WTRG / Essential Utilities, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 1,293 shares of Essential Utilities, Inc. (US:WTRG) valued at $52,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,255 shares of Essential Utilities, Inc.. The current value of the position is $48,306 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)
2026-05-06 2026-03-31 13F ESSENTIAL UTILITIES SC 29670G102 1,293 38 3.03 0 0.0001
2026-02-05 2025-12-31 13F ESSENTIAL UTILITIES SC 29670G102 1,255 141 12.66 0 0.0001
2025-11-05 2025-09-30 13F ESSENTIAL UTILITIES SC 29670G102 1,114 338 43.56 0 0.0001
2025-08-01 2025-06-30 13F ESSENTIAL UTILITIES SC 29670G102 776 69 9.76 0 0.0000
2025-04-23 2025-03-31 13F ESSENTIAL UTILITIES SC 29670G102 707 -858 -54.82 0 0.0001
2025-02-13 2024-12-31 13F ESSENTIAL UTILITIES SC 29670G102 1,565 778 98.86 0 0.0001
2024-11-12 2024-09-30 13F ESSENTIAL UTILITIES SC 29670G102 787 375 91.02 0 0.0001
2024-08-13 2024-06-30 13F ESSENTIAL UTILITIES SC 29670G102 412 0 0.00 0 0.0000
2024-08-13 2024-03-31 13F/A-1 ESSENTIAL UTILITIES SC 29670G102 412 -47,985 -99.15 0 -100.00 0.0000
2024-05-13 2024-03-31 13F ESSENTIAL UTILITIES SC 29670G102 412 -47,985 0 0.0000
2024-02-09 2023-12-31 13F ESSENTIAL UTILITIES SC 29670G102 48,397 -2,528 -4.96 2 0.00 0.0035
2023-11-13 2023-09-30 13F ESSENTIAL UTILITIES SC 29670G102 50,925 -157 -0.31 2 -50.00 0.0038
2023-08-10 2023-06-30 13F ESSENTIAL UTILITIES SC 29670G102 51,082 76 0.15 2 0.00 0.0043
2023-05-10 2023-03-31 13F ESSENTIAL UTILITIES SC 29670G102 51,006 43 0.08 2 0.00 0.0053
2023-02-13 2022-12-31 13F ESSENTIAL UTILITIES SC 29670G102 50,963 230 0.45 2 -99.90 0.0059
2022-11-09 2022-09-30 13F ESSENTIAL UTILITIES SC 29670G102 50,733 -1,607 -3.07 2,099 -12.54 0.0055
2022-08-10 2022-06-30 13F ESSENTIAL UTILITIES SC 29670G102 52,340 48,915 1,428.18 2,400 1,271.43 0.0060
2022-05-12 2022-03-31 13F ESSENTIAL UTILITIES SC 29670G102 3,425 -83 -2.37 175 -6.91 0.0004
2022-01-27 2021-12-31 13F ESSENTIAL UTILITIES SC 29670G102 3,508 83 2.42 188 18.99 0.0004
2021-11-12 2021-09-30 13F ESSENTIAL UTILITIES SC 29670G102 3,425 0 0.00 158 0.64 0.0003
2021-08-06 2021-06-30 13F ESSENTIAL UTILITIES SC 29670G102 3,425 3,200 1,422.22 157 1,470.00 0.0003
2021-05-13 2021-03-31 13F ESSENTIAL UTILITIES SC 29670G102 225 225 10 0.0000
2018-01-30 2017-12-31 13F AQUA AMERICA SC 03836W103 0 -622 -100.00 0 -100.00
2017-11-03 2017-09-30 13F AQUA AMERICA SC 03836W103 622 0 0.00 21 0.00 0.0001
2017-07-27 2017-06-30 13F AQUA AMERICA SC 03836W103 622 1 0.16 21 5.00 0.0001
2017-05-12 2017-03-31 13F AQUA AMERICA SC 03836W103 621 123 24.70 20 33.33 0.0001
2017-02-07 2016-12-31 13F AQUA AMERICA SC 03836W103 498 0 0.00 15 0.00 0.0001
2016-11-10 2016-09-30 13F AQUA AMERICA SC 03836W103 498 0 0.00 15 -16.67 0.0001
2016-08-11 2016-06-30 13F AQUA AMERICA SC 03836W103 498 498 18 0.0001
2016-02-12 2015-12-31 13F AQUA AMERICA SC 03836W103 0 -40 -100.00 0 -100.00
2015-11-16 2015-09-30 13F AQUA AMERICA SC 03836W103 40 40 1 0.0000
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.