Essential Utilities, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership3,130 shares
Latest Disclosed Value $ 127,986
Whittier Trust Co ownership in WTRG / Essential Utilities, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 3,130 shares of Essential Utilities, Inc. (US:WTRG) valued at $126,045 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,130 shares of Essential Utilities, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $116,937 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)
2026-04-28 2026-03-31 13F ESSENTIAL UTILITIES common 29670G102 3,130 0 0.00 128 5.83 0.0014
2026-01-26 2025-12-31 13F ESSENTIAL UTILITIES common 29670G102 3,130 0 0.00 120 -2.44 0.0013
2025-10-31 2025-09-30 13F ESSENTIAL UTILS common 29670G102 3,130 0 0.00 123 6.03 0.0014
2025-07-30 2025-06-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,130 0 0.00 116 -5.69 0.0014
2025-05-02 2025-03-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,130 -118 -3.63 124 5.13 0.0017
2025-02-11 2024-12-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,248 -507 -13.50 118 -18.75 0.0016
2024-10-21 2024-09-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,755 0 0.00 145 2.86 0.0019
2024-07-29 2024-06-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,755 0 0.00 140 0.72 0.0020
2024-05-02 2024-03-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,755 0 0.00 139 -0.71 0.0020
2024-01-11 2023-12-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 3,755 -18,789 -83.34 140 -81.89 0.0023
2023-10-27 2023-09-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,544 10 0.04 774 -14.02 0.0138
2023-07-24 2023-06-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,534 0 0.00 899 -8.55 0.0156
2023-04-21 2023-03-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,534 -599 -2.59 984 -10.88 0.0179
2023-01-25 2022-12-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 23,133 0 0.00 1,104 15.26 0.0215
2022-10-21 2022-09-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 23,133 0 0.00 957 -9.72 0.0201
2022-07-28 2022-06-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 23,133 0 0.00 1,060 -10.40 0.0214
2022-04-29 2022-03-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 23,133 0 0.00 1,183 -4.75 0.0200
2022-01-19 2021-12-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 23,133 625 2.78 1,242 19.77 0.0202
2021-11-01 2021-09-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 0 0.00 1,037 0.78 0.0189
2021-07-29 2021-06-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 0 0.00 1,029 2.18 0.0183
2021-04-26 2021-03-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 0 0.00 1,007 -5.36 0.0196
2021-01-29 2020-12-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 0 0.00 1,064 17.44 0.0227
2020-10-30 2020-09-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 0 0.00 906 -4.73 0.0216
2020-07-10 2020-06-30 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 0 0.00 951 3.82 0.0264
2020-04-27 2020-03-31 13F ESSENTIAL UTILS INC COM US MID-CAP EQUITIES 29670G102 22,508 -11,382 -33.59 916 -42.39 0.0299
2020-01-31 2019-12-31 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 33,890 0 0.00 1,590 4.67 0.0417
2019-10-18 2019-09-30 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 33,890 641 1.93 1,519 10.47 0.0435
2019-07-23 2019-06-30 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 33,249 0 0.00 1,375 13.54 0.0404
2019-04-29 2019-03-31 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 33,249 0 0.00 1,211 6.60 0.0370
2019-02-07 2018-12-31 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 33,249 18,779 129.78 1,136 112.73 0.0391
2018-10-23 2018-09-30 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 14,470 0 0.00 534 4.91 0.0167
2018-07-27 2018-06-30 13F/A-1 AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 14,470 0 0.00 509 3.25 0.0168
2018-07-20 2018-06-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,252 -11,218 85
2018-05-01 2018-03-31 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 14,470 10,518 266.14 493 218.06 0.0166
2018-02-07 2017-12-31 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 3,952 0 0.00 155 18.32 0.0054
2017-10-23 2017-09-30 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 3,952 0 0.00 131 -0.76 0.0048
2017-07-20 2017-06-30 13F AQUA AMERICA INC COM US MID-CAP EQUITIES 03836W103 3,952 0 0.00 132 3.94 0.0051
2017-04-26 2017-03-31 13F AQUA AMERICA US SMALL AND MID-CAP EQUITIES 03836W103 3,952 0 0.00 127 6.72 0.0051
2017-01-18 2016-12-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,952 0 0.00 119 -0.83 0.0051
2016-11-10 2016-09-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,952 0 0.00 120 -14.89 0.0052
2016-07-28 2016-06-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,952 120 3.13 141 15.57 0.0062
2016-04-28 2016-03-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,832 0 0.00 122 7.02 0.0054
2016-02-10 2015-12-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,832 -1,046 -21.44 114 -11.63 0.0052
2015-11-12 2015-09-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 4,878 0 0.00 129 8.40 0.0063
2015-08-13 2015-06-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 4,878 0 0.00 119 -7.03 0.0053
2015-05-05 2015-03-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 4,878 4,878 0.00 128 0.0059
2015-02-04 2014-12-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 0 -3,252 -100.00 0 -100.00
2014-11-07 2014-09-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,252 0 0.00 76 -10.59 0.0037
2014-08-04 2014-06-30 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,252 0 0.00 85 4.94 0.0042
2014-05-01 2014-03-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,252 0 0.00 81 5.19 0.0042
2014-02-05 2013-12-31 13F AQUA AMERICA INC COM US SMALL AND MID-CAP EQUITIES 03836W103 3,252 0 0.00 77 -3.75 0.0039
2013-11-18 2013-09-30 13F AQUA AMERICA COM 03836W103 3,252 650 24.98 80 -1.23 0.0043
2013-08-14 2013-06-30 13F AQUA AMERICA COM 03836W103 2,602 2,602 81 0.0045
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.