Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership8,333 shares
Latest Disclosed Value $ 335,565
Signaturefd, Llc reports 7.37% decrease in ownership of WTRG / Essential Utilities, Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 8,333 shares of Essential Utilities, Inc. (US:WTRG) valued at $335,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 8,996 shares of Essential Utilities, Inc.. This represents a change in shares of -7.37% during the quarter. The current value of the position is $311,321 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)
2026-04-07 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 8,333 -663 -7.37 336 -2.90 0.0051
2026-01-20 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 8,996 365 4.23 345 0.29 0.0053
2025-10-21 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 8,631 768 9.77 344 17.81 0.0054
2025-07-16 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 7,863 237 3.11 292 -2.99 0.0050
2025-05-02 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 7,626 -1,187 -13.47 301 -5.94 0.0057
2025-02-10 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 8,813 -311 -3.41 320 -8.83 0.0061
2024-10-21 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 9,124 171 1.91 352 5.09 0.0067
2024-07-29 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 8,953 -474 -5.03 334 -4.30 0.0068
2024-05-03 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 9,427 -213 -2.21 349 -3.06 0.0074
2024-02-01 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 9,640 2,673 38.37 360 50.63 0.0083
2023-11-03 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 6,967 4,405 171.94 239 134.31 0.0062
2023-08-01 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 2,562 565 28.29 102 17.24 0.0026
2023-04-28 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 1,997 -476 -19.25 87 -26.27 0.0024
2023-01-30 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 2,473 1,138 85.24 118 114.55 0.0034
2022-11-08 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 1,335 25 1.91 55 -8.33 0.0019
2022-08-10 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 1,310 -1,226 -48.34 60 -53.85 0.0020
2022-05-02 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 2,536 686 37.08 130 31.31 0.0039
2022-01-25 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 1,850 -60 -3.14 99 12.50 0.0030
2021-10-28 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 1,910 257 15.55 88 15.79 0.0030
2021-07-26 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 1,653 340 25.89 76 28.81 0.0030
2021-04-30 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 1,313 332 33.84 59 28.26 0.0026
2021-02-11 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 981 373 61.35 46 91.67 0.0022
2020-11-03 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 608 -134 -18.06 24 -22.58 0.0013
2020-07-30 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 742 170 29.72 31 34.78 0.0019
2020-04-23 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 572 77 15.56 23 0.00 0.0020
2020-02-05 2019-12-31 13F AQUA AMERICA COM 03836W103 495 -176 -26.23 23 -23.33 0.0017
2019-10-16 2019-09-30 13F AQUA AMERICA COM 03836W103 671 200 42.46 30 57.89 0.0025
2019-07-31 2019-06-30 13F AQUA AMERICA COM 03836W103 471 -203 -30.12 19 -24.00 0.0016
2019-05-09 2019-03-31 13F AQUA AMERICA COM 03836W103 674 628 1,365.22 25 1,150.00 0.0021
2019-02-13 2018-12-31 13F AQUA AMERICA COM 03836W103 46 0 0.00 2 0.00 0.0002
2018-11-14 2018-09-30 13F AQUA AMERICA COM 03836W103 46 0 0.00 2 0.00 0.0002
2018-08-14 2018-06-30 13F AQUA AMERICA COM 03836W103 46 -27 -36.99 2 0.00 0.0002
2018-05-08 2018-03-31 13F AQUA AMERICA COM 03836W103 73 73 2 0.0002
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.