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 ($68.7m this quarter). Holder counts are more reliable. Shares outstanding: 283.6m as of 2026-04-27, 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 ≈ $40.27. Options: 4 managers hold calls ($6.7m notional), 4 hold puts ($1.9m).
Trends to Q1 2026
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 |
| Q3 2025 | 679 |
| Q4 2025 | 694 |
| Q1 2026 | 697 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 274 | 263 |
| Q3 2024 | 298 | 245 |
| Q4 2024 | 227 | 318 |
| Q1 2025 | 340 | 252 |
| Q2 2025 | 352 | 266 |
| Q3 2025 | 355 | 252 |
| Q4 2025 | 286 | 315 |
| Q1 2026 | 291 | 325 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $14.5m | $5.7m | 0.39 |
| Q3 2025 | $14.4m | $4.9m | 0.34 |
| Q4 2025 | $8.9m | $2.2m | 0.25 |
| Q1 2026 | $6.7m | $1.9m | 0.28 |
Biggest buyers
| Qube Research & Technologies Ltd | New | +3.3m |
| Balyasny Asset Management L.P. | Added | +3.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.8m |
| AQR Arbitrage LLC | Added | +2.2m |
| Assenagon Asset Management S.A. | Added | +1.5m |
| TUDOR INVESTMENT CORP ET AL | New | +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.3m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.2m |
| Grantham, Mayo, Van Otterloo & Co. LLC | New | +748.8k |
Biggest sellers
| BlackRock, Inc. | Reduced | -2.8m |
| FIRST TRUST ADVISORS LP | Reduced | -2.2m |
| Amundi | Reduced | -1.8m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -1.7m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -1.6m |
| JPMORGAN CHASE & CO | Reduced | -1.5m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.5m |
| STATE STREET CORP | Reduced | -1.4m |
| CITADEL ADVISORS LLC | Reduced | -1.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.8m120.4k shares |
| GROUP ONE TRADING LLC | Added | $1.4m36.0k shares |
| CITADEL ADVISORS LLC | Reduced | $394.6k9.8k shares |
| SIMPLEX TRADING, LLC | New | $4.0k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m38.1k shares |
| CITADEL ADVISORS LLC | Reduced | $277.9k6.9k shares |
| GROUP ONE TRADING LLC | Reduced | $52.4k1.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.1k300 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 31.6m $1.3bn | Reduced -2.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 16.5m $664.0m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 12.7m $509.9m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 12.4m $500.6m | Reduced -1.4m |
| NORDEA INVESTMENT MANAGEMENT AB 0.28% of their portfolio | 7.5m $301.9m | Reduced -139.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.2m $210.4m | Reduced -9.7k |
| Amundi 0.05% of their portfolio | 4.5m $182.8m | Reduced -1.8m |
| Invesco Ltd. 0.02% of their portfolio | 4.3m $171.9m | Added +306.8k |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 4.1m $163.6m | Added +2.8m |
| Pictet Asset Management Holding SA 0.15% of their portfolio | 3.6m $145.2m | Reduced -934.5k |
| Legal & General Group Plc 0.03% of their portfolio | 3.4m $137.3m | Reduced -740.2k |
| Qube Research & Technologies Ltd 0.19% of their portfolio | 3.3m $132.0m | New |
| MORGAN STANLEY 0.01% of their portfolio | 3.2m $129.6m | Reduced -201.2k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.2m $128.9m | Reduced -41.8k |
| AQR Arbitrage LLC 2.07% of their portfolio | 3.1m $126.3m | Added +2.2m |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 3.1m $124.4m | Added +3.0m |
| ANTIPODES PARTNERS Ltd 2.34% of their portfolio | 3.0m $121.6m | Reduced -256.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.9m $116.0m | Added +106.3k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.8m $114.3m | Added +1.3m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.5m $101.6m | Reduced -224.2k |
| Boston Trust Walden Corp 0.82% of their portfolio | 2.5m $99.9m | Reduced -77.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.16% of their portfolio | 2.4m $94.8m | Reduced -1.6m |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 2.3m $93.0m | Reduced -175.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.2m $90.0m | Reduced -1.5m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.92% of their portfolio | 2.2m $88.1m | Added +103 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.0m $80.0m | Added +65.9k |
| FIL Ltd 0.06% of their portfolio | 2.0m $78.6m | Added +234.1k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.9m $77.0m | Reduced -2.2m |
| Empower Advisory Group, LLC 0.19% of their portfolio | 1.8m $72.8m | Added +120.1k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.8m $70.9m | First filing |
| Assenagon Asset Management S.A. 0.11% of their portfolio | 1.7m $70.3m | Added +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.5m $61.7m | Added +1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 1.5m $59.9m | Reduced -1.5m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $59.3m | Added +132.6k |
| TUDOR INVESTMENT CORP ET AL 0.30% of their portfolio | 1.4m $55.8m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.4m $55.0m | Reduced -2.9k |
| Ensign Peak Advisors, Inc 0.10% of their portfolio | 1.3m $54.2m | Reduced -401.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 1.3m $51.6m | Added +1.2m |
| Magnetar Financial LLC 0.49% of their portfolio | 1.2m $48.5m | Added +4.6k |
| Epoch Investment Partners, Inc. 0.29% of their portfolio | 1.2m $47.9m | Added +53.1k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 1.2m $46.6m | Added +126.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $43.7m | Reduced -1.2m |
| UBS Group AG 0.01% of their portfolio | 1.1m $43.4m | Reduced -28.2k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 913.5k $36.8m | Reduced -28.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 908.0k $34.8m | Added +254.6k |
| CITIGROUP INC 0.02% of their portfolio | 879.7k $35.4m | Reduced -19.4k |
| Nuveen, LLC 0.01% of their portfolio | 855.1k $34.4m | Added +295.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 829.4k $33.4m | Reduced -28.3k |
| GW&K Investment Management, LLC 0.28% of their portfolio | 799.2k $32.2m | Reduced -14.5k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 766.6k $30.9m | Added +308.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 748.8k $30.2m | New |
| FMR LLC 0.00% of their portfolio | 725.0k $29.2m | Added +439.3k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 703.6k $28.3m | Reduced -625.8k |
| Squarepoint Ops LLC 0.06% of their portfolio | 691.5k $27.8m | Added +189.5k |
| ProShare Advisors LLC 0.04% of their portfolio | 685.8k $27.6m | Reduced -143.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 631.4k $25.4m | Added +20.4k |
| AEGON ASSET MANAGEMENT UK Plc 0.33% of their portfolio | 622.5k $25.1m | Reduced -179.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 615.0k $24.8m | Reduced -52.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 608.8k $24.5m | Reduced -157.6k |
| GABELLI FUNDS LLC 0.16% of their portfolio | 587.5k $23.7m | Added +2.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 567.8k $22.9m | New |
| Swiss National Bank 0.01% of their portfolio | 560.4k $22.6m | Reduced -186.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 558.5k $22.5m | New |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.14% of their portfolio | 552.0k $22.2m | First filing |
| LMR Partners LLP 0.20% of their portfolio | 541.1k $21.8m | Reduced -18.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 511.6k $20.6m | Added +10.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.10% of their portfolio | 503.2k $20.3m | Reduced -56.3k |
| Energy Income Partners, LLC 0.32% of their portfolio | 498.4k $20.1m | Added +6.9k |
| TORONTO DOMINION BANK 0.04% of their portfolio | 452.3k $18.2m | Reduced -1.1m |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 420.3k $16.9m | Reduced -16.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 416.4k $16.8m | Reduced -94.4k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.25% of their portfolio | 410.8k $16.5m | Reduced -134.9k |
| JOHN G ULLMAN & ASSOCIATES INC 2.15% of their portfolio | 403.5k $16.3m | Reduced -1.9k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 401.0k $16.2m | Reduced -52.6k |
| MIROVA 0.64% of their portfolio | 392.7k $15.8m | New |
| Eurizon Capital SGR S.p.A. 0.05% of their portfolio | 371.5k $15.0m | Reduced -385.3k |
| Kintayl Capital LP 8.90% of their portfolio | 359.0k $14.5m | Reduced -17.1k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 353.8k $14.6m | Unchanged |
| Retirement Systems of Alabama 0.05% of their portfolio | 346.9k $14.0m | Added +7.3k |
| LPL Financial LLC 0.00% of their portfolio | 339.5k $13.7m | Reduced -2.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 336.5k $13.6m | Reduced -525.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 309.0k $12.4m | Added +528 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 304.5k $12.3m | Reduced -97.6k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 304.1k $12.2m | Added +61.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.18% of their portfolio | 301.6k $12.1m | Reduced -1.7m |
| Magellan Asset Management Ltd 0.15% of their portfolio | 295.8k $11.9m | Added +70.5k |
| Susquehanna Portfolio Strategies, LLC 0.18% of their portfolio | 294.3k $11.8m | Added +18.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 287.8k $11.6m | Reduced -8.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 274.9k $11.1m | Reduced -65.6k |
| Maryland State Retirement & Pension System 0.22% of their portfolio | 268.0k $10.8m | Reduced -11.8k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 258.9k $10.4m | Reduced -4.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 255.6k $10.3m | Reduced -361.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 254.2k $10.2m | First filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 253.5k $10.2m | Reduced -8.7k |
| Cetera Investment Advisers 0.01% of their portfolio | 249.1k $10.0m | Added +7.7k |
| BARCLAYS PLC 0.00% of their portfolio | 236.4k $9.5m | Reduced -313.0k |
| AdvisorNet Financial, Inc 0.49% of their portfolio | 232.7k $9.4m | Reduced -311 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 227.4k $9.2m | Added +152.5k |
| Meiji Yasuda Asset Management Co Ltd. 0.45% of their portfolio | 223.3k $9.0m | Reduced -27.7k |
| Virtu Financial LLC 0.37% of their portfolio | 223.2k $9.0m | Added +41.6k |