$WTRG

$42.27 -$0.37 (0.87%) Close

$WTRG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 283.8M shares outstanding

Who owns WTRG?

By type of holder

Institutions 78.4% Insiders 0.3% Everyone else 21.3%

Concentration Top 10 holders own 42.4%

BlackRock, Inc. 11.8% · Vanguard Portfolio Management LLC 5.8%

Institutional ownership

78.4%

+2.3 pts vs last qtr

Institutional holders

695

+2 vs last qtr

Net shares bought

+6.5M

by institutions in Q2 2026

New / sold out

80 / 78

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +6.5M
BlackRock, Inc. +1.9M

Biggest sellers in Q2 2026

Nordea Investment Management AB −2.4M
Invesco Ltd. −1.9M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Essential Utilities Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+9.6%

+1.03% a year

Each share's claim on the business

−8.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$28.8M vs $91.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years3% 1–3 years9% Under 1 year17%

Quarterly turnover

11.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WTRG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	33.4M	11.78%	+1.9M (+5.9%)	≤2021	0.0%
Shares held by quarter Peak holding36.9M (Q3'25) Change over 8 quarters+2.3M Share of the company11.780% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	16.3M	5.76%	−148.6K (−0.9%)	≤2021	0.0%
Shares held by quarter Peak holding16.5M (Q1'26) Change over 8 quarters+16.3M Share of the company5.760% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

33.4M

% of company

11.78%

Change vs last qtr

+1.9M (+5.9%)

Held since

≤2021

Vanguard Portfolio Management LLC

16.3M

% of company

5.76%

Change vs last qtr

−148.6K (−0.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Essential Utilities Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WTRG on Form N-PORT; together they hold 31.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$372M	9.7M	3.42%	0.30%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$345M	9.0M	3.17%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$372M

% of company

3.42%

% of the fund

0.30%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$345M

% of company

3.17%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Essential Utilities Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CP Canada Pension Plan Investment Board 5%+ holder 13D · 4.2%	11.7M	4.11%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.110% Disclosed stake13D · 4.2% View the 13D/G filing →
CI CPP Investment Board PMI-2 Inc. 5%+ holder 13D · 4.2%	11.7M	4.11%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.110% Disclosed stake13D · 4.2% View the 13D/G filing →

Canada Pension Plan Investment Board

5%+ holder13D · 4.2%

11.7M

% of company

4.11%

Change vs last qtr

—

Held since

—

CPP Investment Board PMI-2 Inc.

5%+ holder13D · 4.2%

11.7M

% of company

4.11%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Essential Utilities Inc.

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