Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership304,119 shares
Latest Disclosed Value $ 12,247
Natixis Advisors, L.p. reports 25.45% increase in ownership of WTRG / Essential Utilities, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 304,119 shares of Essential Utilities, Inc. (US:WTRG) valued at $12,246,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 242,414 shares of Essential Utilities, Inc.. This represents a change in shares of 25.45% during the quarter. The current value of the position is $11,252,403 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)
2026-05-13 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 304,119 61,705 25.45 12 33.33 0.0170
2026-02-10 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 242,414 33,346 15.95 9 12.50 0.0132
2025-11-13 2025-09-30 13F ESSENTIAL UTILS INC COM 29670G102 209,068 48,174 29.94 8 60.00 0.0122
2025-08-13 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 160,894 34,300 27.09 6 0.00 0.0095
2025-05-08 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 126,594 34,366 37.26 5 66.67 0.0092
2025-02-10 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 92,228 25,846 38.94 3 50.00 0.0063
2024-11-06 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 66,382 3,761 6.01 3 0.00 0.0050
2024-08-01 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 62,621 6,992 12.57 2 0.00 0.0051
2024-04-25 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 55,629 30,673 122.91 2 0.0047
2024-02-06 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 24,956 3,277 15.12 1 0.0025
2023-11-13 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 21,679 -5,599 -20.53 1 -100.00 0.0023
2023-08-15 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 27,278 5,897 27.58 1 0.0034
2023-05-11 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 21,381 -7,342 -25.56 1 -100.00 0.0032
2023-01-27 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 28,723 4,345 17.82 1 -99.90 0.0052
2022-11-14 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 24,378 4,709 23.94 1,009 11.86 0.0043
2022-08-12 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 19,669 -18,118 -47.95 902 -53.31 0.0040
2022-05-12 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 37,787 16,871 80.66 1,932 72.04 0.0074
2022-02-08 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 20,916 -1,215 -5.49 1,123 10.10 0.0043
2021-11-15 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 22,131 850 3.99 1,020 4.83 0.0042
2021-08-12 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 21,281 5,072 31.29 973 34.21 0.0045
2021-05-05 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 16,209 -1,227 -7.04 725 -12.12 0.0038
2021-02-12 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 17,436 2,779 18.96 825 39.83 0.0048
2020-11-12 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 14,657 150 1.03 590 -3.75 0.0037
2020-08-11 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 14,507 2,031 16.28 613 20.67 0.0041
2020-04-27 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 12,476 12,476 508 0.0041
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.