ESSENTIAL UTILS INC WTRG
COM · Common Stock · CUSIP 29670G102 · ISIN US29670G1022
American utility company
- SectorUtilities
- IndustryWater Supply
- HeadquartersBryn Mawr, PA
- Founded1968
- Websiteessential.co
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($45.6m this quarter). Holder counts are more reliable. Shares outstanding: 280.5m as of 2025-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $37.17. Options: 8 managers hold calls ($14.5m notional), 6 hold puts ($5.7m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 636 |
| Q4 2022 | 657 |
| Q1 2023 | 650 |
| Q2 2023 | 628 |
| Q3 2023 | 586 |
| Q4 2023 | 624 |
| Q1 2024 | 593 |
| Q2 2024 | 601 |
| Q3 2024 | 629 |
| Q4 2024 | 622 |
| Q1 2025 | 679 |
| Q2 2025 | 684 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 255 | 281 |
| Q4 2023 | 308 | 241 |
| Q1 2024 | 273 | 263 |
| Q2 2024 | 274 | 263 |
| Q3 2024 | 298 | 245 |
| Q4 2024 | 227 | 318 |
| Q1 2025 | 340 | 252 |
| Q2 2025 | 352 | 266 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $3.4m | $3.6m | 1.07 |
| Q4 2024 | $1.5m | $2.8m | 1.89 |
| Q1 2025 | $10.8m | $5.5m | 0.51 |
| Q2 2025 | $14.5m | $5.7m | 0.39 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +2.5m |
| BlackRock, Inc. | Added | +1.5m |
| ROYAL BANK OF CANADA | Added | +1.2m |
| Balyasny Asset Management L.P. | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +752.4k |
| VANGUARD GROUP INC | Added | +694.0k |
| FMR LLC | Added | +685.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +642.3k |
| Ghisallo Capital Management LLC | New | +642.0k |
| BANK OF AMERICA CORP /DE/ | Added | +564.8k |
Biggest sellers
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -10.0m |
| COHEN & STEERS, INC. | Sold out | -1.5m |
| Pictet Asset Management Holding SA | Reduced | -1.2m |
| FIL Ltd | Reduced | -664.5k |
| Aventail Capital Group, LP | Reduced | -528.6k |
| AVIVA PLC | Reduced | -460.0k |
| JPMORGAN CHASE & CO | Reduced | -388.4k |
| Corebridge Financial, Inc. | Sold out | -279.0k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Reduced | -271.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -244.2k |
Biggest calls
| Twin Tree Management, LP | Added | $8.0m216.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.7m99.9k shares |
| JANE STREET GROUP, LLC | Added | $1.5m40.9k shares |
| CITADEL ADVISORS LLC | Added | $891.4k24.0k shares |
| WOLVERINE TRADING, LLC | New | $225.2k6.1k shares |
| SIMPLEX TRADING, LLC | Unchanged | $59.0k1.6k shares |
| GROUP ONE TRADING LLC | Reduced | $33.4k900 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Crawford Fund Management, LLC | Added | $3.9m105.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $857.9k23.1k shares |
| CITADEL ADVISORS LLC | Added | $390.0k10.5k shares |
| SIMPLEX TRADING, LLC | Added | $330.0k8.9k shares |
| GROUP ONE TRADING LLC | Added | $170.8k4.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.8 pts · filed 2026-04-24 | 10.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $108.6k | 1 | $353.9k | — |
| Q2 2024 | 0 | — | 1 | $281.0k | — |
| Q3 2024 | 0 | — | 1 | $87.7k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $303.4k | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 34.2m $1.3bn | Added +1.5m |
| VANGUARD GROUP INC 0.02% of their portfolio | 30.4m $1.1bn | Added +694.0k |
| STATE STREET CORP 0.02% of their portfolio | 13.0m $481.0m | Reduced -195.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.37% of their portfolio | 11.7m $433.1m | Reduced -10.0m |
| NORDEA INVESTMENT MANAGEMENT AB 0.24% of their portfolio | 7.2m $263.6m | Reduced -217.9k |
| Amundi 0.08% of their portfolio | 5.6m $219.0m | Added +147.0k |
| Pictet Asset Management Holding SA 0.20% of their portfolio | 5.3m $198.3m | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.7m $175.3m | Added +173.3k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 4.2m $154.4m | Added +375 |
| Invesco Ltd. 0.02% of their portfolio | 3.5m $130.1m | Reduced -17.2k |
| Legal & General Group Plc 0.03% of their portfolio | 3.5m $129.6m | Added +136.3k |
| MORGAN STANLEY 0.01% of their portfolio | 3.3m $123.3m | Added +78.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.0m $111.9m | Reduced -205.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 2.9m $106.0m | Added +414.1k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 2.8m $104.7m | Added +2.5m |
| NORGES BANK 0.01% of their portfolio | 2.8m $102.3m | Added +522.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.7m $99.5m | Added +7.1k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 2.7m $99.0m | Added +325.2k |
| Boston Trust Walden Corp 0.67% of their portfolio | 2.5m $94.5m | Added +68.1k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.33% of their portfolio | 2.4m $87.7m | Added +193.8k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.94% of their portfolio | 2.1m $79.6m | Reduced -271.0k |
| Tandem Investment Advisors, Inc. 2.69% of their portfolio | 2.1m $76.9m | Added +25.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.0m $75.5m | Reduced -71.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.0m $74.3m | Added +136.4k |
| Ensign Peak Advisors, Inc 0.12% of their portfolio | 1.8m $67.8m | Added +153.9k |
| FIL Ltd 0.06% of their portfolio | 1.8m $65.3m | Reduced -664.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.7m $63.7m | Added +1.2m |
| Empower Advisory Group, LLC 0.19% of their portfolio | 1.7m $63.5m | Added +25.8k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 1.6m $61.2m | Added +18.3k |
| UBS Group AG 0.01% of their portfolio | 1.6m $57.7m | Reduced -72.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $49.6m | Added +564.8k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 1.3m $47.2m | Added +1.2m |
| Epoch Investment Partners, Inc. 0.23% of their portfolio | 1.2m $44.0m | Added +7.5k |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 1.2m $42.8m | Added +121.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.2m $42.7m | Added +99.3k |
| FMR LLC 0.00% of their portfolio | 1.0m $37.4m | Added +685.0k |
| California Public Employees Retirement System 0.02% of their portfolio | 1.0m $37.3m | Reduced -110.4k |
| AEGON ASSET MANAGEMENT UK Plc 0.43% of their portfolio | 900.4k $33.4m | Added +139.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 873.3k $32.4m | Added +22.2k |
| ProShare Advisors LLC 0.06% of their portfolio | 830.8k $30.9m | Reduced -103.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 804.8k $29.9m | Reduced -137.0k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 795.8k $29.6m | Added +752.4k |
| Swiss National Bank 0.02% of their portfolio | 792.3k $29.4m | Added +56.6k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 717.7k $26.5m | Added +642.3k |
| GW&K Investment Management, LLC 0.24% of their portfolio | 716.4k $26.6m | Reduced -14.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 703.4k $26.1m | Reduced -240.4k |
| Energy Income Partners, LLC 0.50% of their portfolio | 683.4k $25.4m | Reduced -37.5k |
| Ghisallo Capital Management LLC 0.64% of their portfolio | 642.0k $23.8m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 635.8k $23.6m | Reduced -70.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 611.6k $22.7m | Added +89.1k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 595.6k $22.1m | Added +325.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 592.2k $22.0m | Reduced -388.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 574.6k $21.3m | Reduced -139.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 570.0k $21.2m | Added +6.7k |
| Verition Fund Management LLC 0.12% of their portfolio | 565.5k $21.0m | Added +59.1k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.11% of their portfolio | 546.2k $20.3m | Added +62.9k |
| GABELLI FUNDS LLC 0.14% of their portfolio | 545.4k $20.3m | Reduced -6.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 543.9k $20.2m | Added +7.2k |
| Nuveen, LLC 0.01% of their portfolio | 537.7k $20.0m | Reduced -108.0k |
| Beck Bode, LLC 3.06% of their portfolio | 487.0k $18.1m | New |
| Greenland Capital Management LP 2.23% of their portfolio | 465.8k $17.3m | Added +283.8k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.29% of their portfolio | 450.0k $16.7m | Added +364.4k |
| Weiss Asset Management LP 0.26% of their portfolio | 434.7k $16.1m | Not comparable |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 425.0k $15.8m | New |
| Aventail Capital Group, LP 0.68% of their portfolio | 413.7k $15.4m | Reduced -528.6k |
| Thematics Asset Management 0.69% of their portfolio | 412.7k $15.3m | Reduced -30.0k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 398.5k $14.8m | Added +13.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.06% of their portfolio | 396.8k $14.7m | Unchanged |
| AVIVA PLC 0.03% of their portfolio | 379.2k $14.1m | Reduced -460.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 377.7k $14.0m | Added +10.7k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 375.9k $13.9m | Added +58.7k |
| Swedbank AB 0.02% of their portfolio | 372.2k $13.8m | First filing |
| DEPRINCE RACE & ZOLLO INC 0.28% of their portfolio | 369.1k $13.7m | Reduced -6.5k |
| Retirement Systems of Alabama 0.05% of their portfolio | 359.3k $13.3m | Added +7.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 356.8k $13.3m | Added +24.5k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 353.8k $13.1m | Reduced -895 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 340.0k $12.6m | Added +1.4k |
| BARCLAYS PLC 0.01% of their portfolio | 339.7k $12.6m | Reduced -2.1k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 338.6k $12.6m | Added +237.6k |
| Candriam S.C.A. 0.07% of their portfolio | 322.1k $12.0m | Reduced -11.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 311.2k $11.6m | Added +146.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 302.2k $11.2m | Reduced -31.7k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 285.6k $10.6m | Reduced -9.1k |
| LPL Financial LLC 0.00% of their portfolio | 283.5k $10.5m | Reduced -11.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 275.9k $10.2m | Added +24.3k |
| Cubist Systematic Strategies, LLC 0.11% of their portfolio | 275.6k $10.2m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 271.0k $10.1m | Added +2.7k |
| JOHN G ULLMAN & ASSOCIATES INC 1.47% of their portfolio | 266.0k $9.9m | Added +5.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 266.0k $9.9m | Added +106.2k |
| Meiji Yasuda Asset Management Co Ltd. 0.48% of their portfolio | 260.8k $9.7m | Reduced -24.5k |
| Maryland State Retirement & Pension System 0.20% of their portfolio | 245.8k $9.1m | Added +19.8k |
| KLP KAPITALFORVALTNING AS 0.04% of their portfolio | 239.5k $8.9m | Added +200 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 238.2k $8.8m | Added +30.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 233.2k $8.7m | Added +225.7k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 229.1k $8.5m | New |
| Susquehanna Portfolio Strategies, LLC 0.18% of their portfolio | 226.1k $8.4m | New |
| Holocene Advisors, LP 0.02% of their portfolio | 223.5k $8.3m | Added +43.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 221.9k $8.2m | Added +6.9k |
| ABN AMRO INVESTMENT SOLUTIONS 0.16% of their portfolio | 220.5k $8.2m | Reduced -15.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 212.7k $7.9m | Reduced -141 |