Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership50,380 shares
Latest Disclosed Value $ 2,028,804
Cwm, Llc reports 31.13% increase in ownership of WTRG / Essential Utilities, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 50,380 shares of Essential Utilities, Inc. (US:WTRG) valued at $2,028,803 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 38,421 shares of Essential Utilities, Inc.. This represents a change in shares of 31.13% during the quarter. The current value of the position is $1,864,060 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)
2026-05-14 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 50,380 11,959 31.13 2,029 202,700.00 0.0053
2026-01-26 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 38,421 -1,731 -4.31 1 0.00 0.0040
2025-10-15 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 40,152 24,465 155.96 2 0.0048
2025-07-25 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 15,687 3,940 33.54 1 0.0021
2025-05-01 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 11,747 -1,965 -14.33 0 0.0019
2025-02-04 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 13,712 1,717 14.31 0 0.0021
2024-10-08 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 11,995 1,397 13.18 0 0.0020
2024-07-10 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 10,598 -6 -0.06 0 0.0019
2024-04-05 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 10,604 640 6.42 0 0.0019
2024-02-01 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 9,964 6,108 158.40 0 0.0020
2023-10-11 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 3,856 933 31.92 0 0.0008
2023-08-03 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 2,923 -3,285 -52.92 0 0.0007
2023-05-01 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 6,208 855 15.97 0 0.0018
2023-02-01 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 5,353 1,580 41.88 0 -100.00 0.0019
2022-10-27 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 3,773 215 6.04 156 -4.29 0.0012
2022-07-28 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 3,558 2,773 353.25 163 307.50 0.0013
2022-04-21 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 785 -420 -34.85 40 -38.46 0.0003
2022-01-31 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 1,205 873 262.95 65 333.33 0.0005
2021-09-15 2021-06-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2021-07-29 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 332 0 15 0.0001
2021-09-15 2021-03-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2021-04-27 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 332 0 15 0.0001
2021-09-15 2020-12-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2021-01-27 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 380 48 18 0.0002
2021-09-15 2020-09-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2020-10-19 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 733 401 30 0.0003
2021-09-15 2020-06-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2020-07-22 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 441 109 19 0.0002
2021-09-15 2020-03-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2020-04-28 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 613 281 25 0.0004
2021-09-14 2019-12-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2020-01-27 2019-12-31 13F AQUA AMERICA COM 03836W103 573 241 27 0.0003
2021-09-14 2019-09-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2019-10-22 2019-09-30 13F AQUA AMERICA COM 03836W103 770 438 35 0.0005
2021-09-14 2019-06-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 0 0.00 15 0.00 0.0001
2019-07-31 2019-06-30 13F AQUA AMERICA COM 03836W103 250,344 250,012 10,357 0.1713
2021-09-02 2019-03-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 332 -67,616 -99.51 15 -99.35 0.0001
2019-04-22 2019-03-31 13F AQUA AMERICA COM 03836W103 154,309 86,361 5,623 0.1128
2019-01-25 2018-12-31 13F AQUA AMERICA COM 03836W103 67,948 58,334 606.76 2,323 554.37 0.0580
2018-10-29 2018-09-30 13F AQUA AMERICA COM 03836W103 9,614 9,424 4,960.00 355 4,971.43 0.0091
2018-07-31 2018-06-30 13F AQUA AMERICA COM 03836W103 190 190 7 0.0002
2018-01-16 2017-12-31 13F AQUA AMERICA COM 03836W103 0 -100 -100.00 0 -100.00
2017-10-16 2017-09-30 13F AQUA AMERICA COM 03836W103 100 -533 -84.20 3 -85.71 0.0001
2017-07-17 2017-06-30 13F AQUA AMERICA COM 03836W103 633 -164 -20.58 21 -19.23 0.0011
2017-04-17 2017-03-31 13F AQUA AMERICA COM 03836W103 797 722 962.67 26 1,200.00 0.0015
2017-01-19 2016-12-31 13F AQUA AMERICA COM 03836W103 75 75 2 0.0001
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.