Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,565 shares
Latest Disclosed Value $ 63,023
IFP Advisors, Inc reports 35.30% decrease in ownership of WTRG / Essential Utilities, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,565 shares of Essential Utilities, Inc. (US:WTRG) valued at $63,023 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,419 shares of Essential Utilities, Inc.. This represents a change in shares of -35.30% during the quarter. The current value of the position is $58,468 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)
2026-04-13 2026-03-31 13F ESSENTIAL UTILS cs 29670G102 1,565 -854 -35.30 63 -31.52 0.0013
2026-02-06 2025-12-31 13F ESSENTIAL UTILS cs 29670G102 2,419 1,328 121.72 93 113.95 0.0021
2026-02-06 2025-09-30 13F/A-1 ESSENTIAL UTILS cs 29670G102 1,091 8 0.74 44 -23.21 0.0011
2025-12-02 2025-09-30 13F ESSENTIAL UTILS cs 29670G102 942 -141 50 0.0013
2025-07-24 2025-06-30 13F ESSENTIAL UTILS cs 29670G102 1,083 -27 -2.43 57 30.23 0.0016
2025-05-05 2025-03-31 13F ESSENTIAL UTILS cs 29670G102 1,110 6 0.54 44 7.50 0.0014
2025-02-04 2024-12-31 13F ESSENTIAL UTILS cs 29670G102 1,104 473 74.96 40 66.67 0.0013
2025-02-04 2024-09-30 13F ESSENTIAL UTILS cs 29670G102 631 96 17.94 24 26.32 0.0009
2024-07-30 2024-06-30 13F ESSENTIAL UTILS cs 29670G102 535 29 5.73 20 5.56 0.0008
2024-07-30 2024-03-31 13F ESSENTIAL UTILS cs 29670G102 506 84 19.91 19 20.00 0.0008
2024-01-09 2023-12-31 13F ESSENTIAL UTILS cs 29670G102 422 10 2.43 16 7.14 0.0007
2023-10-12 2023-09-30 13F ESSENTIAL UTILS cs 29670G102 412 -451 -52.26 14 -58.82 0.0006
2023-08-14 2023-06-30 13F/A-1 ESSENTIAL UTILS cs 29670G102 863 457 112.56 34 61.90 0.0014
2023-08-04 2023-06-30 13F ESSENTIAL UTILS cs 29670G102 863 457 45 0.0021
2023-04-18 2023-03-31 13F ESSENTIAL UTILS cs 29670G102 406 -2,216 -84.52 21 0.0009
2023-02-07 2022-12-31 13F ESSENTIAL UTILS cs 29670G102 2,622 -746 -22.15 0 -100.00 0.0036
2022-11-08 2022-09-30 13F ESSENTIAL UTILS cs 29670G102 3,368 54 1.63 173 1.17 0.0045
2022-09-06 2022-06-30 13F/A-1 ESSENTIAL UTILS cs 29670G102 3,314 0 0.00 171 0.00 0.0055
2022-09-06 2022-03-31 13F/A-1 ESSENTIAL UTILS cs 29670G102 3,314 2,852 617.32 171 557.69 0.0055
2022-08-08 2022-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 1,689 1,227 86 0.0018
2022-01-12 2021-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 462 37 8.71 26 30.00 0.0005
2021-10-06 2021-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 425 32 8.14 20 11.11 0.0004
2021-07-13 2021-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 393 2 0.51 18 0.00 0.0004
2021-04-30 2021-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 391 -1,088 -73.56 18 -74.29 0.0004
2021-01-25 2020-12-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 1,479 -22 -1.47 70 14.75 0.0028
2020-10-29 2020-09-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 1,501 -376 -20.03 61 -21.79 0.0036
2020-08-05 2020-06-30 13F ESSENTIAL UTILS INC COM Stock 29670G102 1,877 18 0.97 78 -1.27 0.0062
2020-05-12 2020-03-31 13F ESSENTIAL UTILS INC COM Stock 29670G102 1,859 -3,540 -65.57 79 -68.65 0.0080
2020-01-17 2019-12-31 13F AQUA AMERICA INC COM Stock 03836W103 5,399 -832 -13.35 252 -10.32 0.0189
2019-11-07 2019-09-30 13F AQUA AMERICA INC COM Stock 03836W103 6,231 4,836 346.67 281 450.98 0.0188
2019-05-15 2019-03-31 13F AQUA AMERICA Stock 03836W103 1,395 -3,598 -72.06 51 -69.82 0.0070
2019-06-03 2018-12-31 13F/A-10 AQUA AMERICA INC COM Stock 03836W103 4,993 93 1.90 169 -6.63 0.0103
2019-01-23 2018-12-31 13F AQUA AMERICA INC COM Stock 03836W103 4,993 93 169 0.0103
2019-06-03 2018-09-30 13F/A-9 AQUA AMERICA INC COM Stock 03836W103 4,900 1,270 34.99 181 41.41 0.0074
2018-10-25 2018-09-30 13F AQUA AMERICA INC COM Stock 03836W103 4,900 1,270 181 0.0074
2019-06-03 2018-06-30 13F/A-8 AQUA AMERICA INC COM Stock 03836W103 3,630 -26 -0.71 128 -10.49 0.0054
2018-08-07 2018-06-30 13F AQUA AMERICA INC COM Stock 03836W103 3,630 825 128
2019-06-03 2018-03-31 13F/A-7 AQUA AMERICA INC COM Stock 03836W103 3,656 0 0.00 143 0.00 0.0065
2018-05-09 2018-03-31 13F AQUA AMERICA INC COM Stock 03836W103 2,805 -851 96
2019-06-03 2017-12-31 13F/A-6 AQUA AMERICA INC COM Stock 03836W103 3,656 -2,540 -40.99 143 -30.58 0.0065
2018-01-24 2017-12-31 13F AQUA AMERICA INC COM Stock 03836W103 3,656 -2,540 143
2017-10-30 2017-09-30 13F AQUA AMERICA INC COM Stock 03836W103 6,196 1,495 31.80 206 31.21 0.0082
2019-06-03 2017-06-30 13F/A-5 AQUA AMERICA INC COM Stock 03836W103 4,701 809 20.79 157 25.60 0.0067
2017-07-31 2017-06-30 13F AQUA AMERICA INC COM Stock 03836W103 4,701 809 157
2019-06-03 2017-03-31 13F/A-4 AQUA AMERICA INC COM Stock 03836W103 3,892 53 1.38 125 8.70 0.0054
2017-04-26 2017-03-31 13F AQUA AMERICA INC COM Stock 03836W103 3,892 53 125
2019-06-03 2016-12-31 13F/A-3 AQUA AMERICA INC COM Stock 03836W103 3,839 -1,862 -32.66 115 -33.91 0.0055
2017-02-14 2016-12-31 13F AQUA AMERICA INC COM Stock 03836W103 3,839 -1,862 115
2016-11-04 2016-09-30 13F AQUA AMERICA INC COM Stock 03836W103 5,701 -5,273 -48.05 174 -55.50 0.0090
2019-06-03 2016-06-30 13F/A-2 AQUA AMERICA INC COM Stock 03836W103 10,974 9,579 686.67 391 666.67 0.0218
2016-08-22 2016-06-30 13F AQUA AMERICA INC COM Stock 03836W103 10,974 9,579 391
2019-06-03 2016-03-31 13F/A-1 AQUA AMERICA Stock 03836W103 1,395 -1,181 -45.85 51 -33.77 0.0070
2016-05-02 2016-03-31 13F AQUA AMERICA INC COM Stock 03836W103 10,462 7,886 333
2016-02-11 2015-12-31 13F AQUA AMERICA INC COM Stock 03836W103 2,576 2,576 77 0.0052
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.