Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership52,547 shares
Latest Disclosed Value $ 2,116,078
Private Advisor Group, LLC reports 19.99% decrease in ownership of WTRG / Essential Utilities, Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 52,547 shares of Essential Utilities, Inc. (US:WTRG) valued at $2,116,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 65,677 shares of Essential Utilities, Inc.. This represents a change in shares of -19.99% during the quarter. The current value of the position is $1,944,239 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 52,547 -13,130 -19.99 2,116 -16.00 0.0094
2026-02-17 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 65,677 -9,269 -12.37 2,519 -15.75 0.0113
2025-11-13 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 74,946 -1,831 -2.38 2,990 4.88 0.0147
2025-08-11 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 76,777 5,376 7.53 2,852 1.03 0.0154
2025-05-05 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 71,401 -14,195 -16.58 2,822 -9.20 0.0171
2025-02-03 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 85,596 -17,515 -16.99 3,109 -21.83 0.0175
2024-10-22 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 103,111 -2,111 -2.01 3,977 1.25 0.0247
2024-08-05 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 105,222 -3,632 -3.34 3,928 -2.63 0.0264
2024-04-30 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 108,854 -2,140 -1.93 4,033 -2.70 0.0290
2024-02-06 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 110,994 -3,606 -3.15 4,146 5.36 0.0322
2023-11-03 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 114,600 -8,469 -6.88 3,934 -20.97 0.0351
2023-08-10 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 123,069 -3,196 -2.53 4,979 -9.67 0.0433
2023-05-10 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 126,265 4,390 3.60 5,511 339.82 0.0526
2023-01-18 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 121,875 -10,550 -7.97 1,253 -77.13 0.0631
2022-10-14 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 132,425 -3,045 -2.25 5,479 -11.79 0.0630
2022-07-13 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 135,470 -4,362 -3.12 6,211 -13.13 0.0554
2022-05-12 2022-03-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 139,832 16,439 13.32 7,150 7.92 0.0548
2022-05-10 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 123,393 0 6,625 0.0498
2022-02-10 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 123,393 -21,101 -14.60 6,625 -0.50 0.0497
2021-10-14 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 144,494 31,366 27.73 6,658 28.78 0.0423
2021-08-12 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 113,128 10,010 9.71 5,170 12.05 0.0452
2021-04-22 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 103,118 5,183 5.29 4,614 -0.37 0.0440
2021-04-01 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 97,935 4,713 5.06 4,631 22.87 0.0483
2020-11-02 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 93,222 -738 -0.79 3,769 -5.04 0.0490
2020-08-17 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 93,960 33,033 54.22 3,969 60.04 0.0551
2020-05-12 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 60,927 -17,481 -22.29 2,480 -32.63 0.0455
2020-02-10 2019-12-31 13F AQUA AMERICA COM 03836W103 78,408 3,839 5.15 3,681 10.14 0.0572
2019-11-13 2019-09-30 13F AQUA AMERICA COM 03836W103 74,569 8,376 12.65 3,342 22.06 0.0520
2019-08-14 2019-06-30 13F AQUA AMERICA COM 03836W103 66,193 -3,933 -5.61 2,738 7.12 0.0495
2019-05-13 2019-03-31 13F AQUA AMERICA COM 03836W103 70,126 4,675 7.14 2,556 14.21 0.0504
2019-02-08 2018-12-31 13F AQUA AMERICA COM 03836W103 65,451 5,077 8.41 2,238 0.45 0.0539
2018-11-01 2018-09-30 13F AQUA AMERICA COM 03836W103 60,374 16,501 37.61 2,228 43.46 0.0457
2018-08-09 2018-06-30 13F AQUA AMERICA COM 03836W103 43,873 680 1.57 1,553 5.57 0.0255
2018-05-09 2018-03-31 13F AQUA AMERICA COM 03836W103 43,193 1,333 3.18 1,471 -6.90 0.0576
2018-02-07 2017-12-31 13F AQUA AMERICA COM 03836W103 41,860 -24,272 -36.70 1,580 -30.34 0.0667
2017-11-13 2017-09-30 13F AQUA AMERICA COM 03836W103 66,132 1,852 2.88 2,268 8.10 0.0561
2017-08-10 2017-06-30 13F AQUA AMERICA COM 03836W103 64,280 1,855 2.97 2,098 3.40 0.0568
2017-05-10 2017-03-31 13F AQUA AMERICA COM 03836W103 62,425 -7,239 -10.39 2,029 -3.38 0.0567
2017-02-09 2016-12-31 13F AQUA AMERICA COM 03836W103 69,664 33,843 94.48 2,100 97.18 0.0688
2016-11-10 2016-09-30 13F AQUA AMERICA COM 03836W103 35,821 8,255 29.95 1,065 9.12 0.0434
2016-08-09 2016-06-30 13F AQUA AMERICA COM 03836W103 27,566 1,287 4.90 976 16.75 0.0394
2016-05-13 2016-03-31 13F AQUA AMERICA COM 03836W103 26,279 1,383 5.56 836 12.67 0.0404
2016-02-09 2015-12-31 13F AQUA AMERICA COM 03836W103 24,896 -5,156 -17.16 742 -6.67 0.0356
2015-11-13 2015-09-30 13F AQUA AMERICA COM 03836W103 30,052 1,592 5.59 795 14.06 0.0437
2015-08-13 2015-06-30 13F AQUA AMERICA COM 03836W103 28,460 -2,413 -7.82 697 -14.37 0.0331
2015-05-13 2015-03-31 13F AQUA AMERICA COM 03836W103 30,873 -269 -0.86 814 -2.05 0.0469
2015-02-17 2014-12-31 13F AQUA AMERICA COM 03836W103 31,142 -300 -0.95 831 12.30 0.0535
2014-11-12 2014-09-30 13F AQUA AMERICA COM 03836W103 31,442 -46 -0.15 740 -10.41 0.0512
2014-08-08 2014-06-30 13F AQUA AMERICA COM 03836W103 31,488 3,508 12.54 826 17.83 0.0710
2014-05-15 2014-03-31 13F AQUA AMERICA COM 03836W103 27,980 1,505 5.68 701 12.16 0.0739
2014-02-13 2013-12-31 13F AQUA AMERICA COM 03836W103 26,475 26,475 625 0.0698
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.