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Security record

WTRG

Essential Utilities, Inc. · Utilities · Regulated Water

40.76 -1.4% mkt cap $11.56B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
139Tracked holders
+3Δ holders
165.15MShares held
$6.33BReported value
+5New positions
−1Exits
Stable Conviction score 44/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.2% · share flow -1.9% · net new positions +2.9%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 139 +3 165.15M $6.33B +5 −1
Q1 2026 138 -2 162.31M $6.54B +7 −10
Q4 2025 139 +3 189.43M $7.27B +6 −2
Q3 2025 15 -4 107.31M $4.28B −5
Q2 2025 17 +3 92.98M $3.45B +4 −1
Q1 2025 11 +2 21.91M $865.74M +2
Q4 2024 9 -3 21.03M $763.67M −3
Q3 2024 11 +4 9.93M $382.48M +4
Q2 2024 7 7.15M $266.51M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 33.43M +5.9% $1.28B 0.0% ▲ Add 5 SEC ↗
18 State Street Global Advisors (passive) 13.12M +5.5% $502.60M 0.0% ▲ Add 7 SEC ↗
19 Vanguard Capital Management Llc 12.78M +0.9% $489.69M 0.0% ▲ Add 2 SEC ↗
20 Norges Bank (passive) 6.49M New $248.62M 0.0% New 1 SEC ↗
21 Geode Capital Management (passive) 5.28M +1.1% $202.33M 0.0% ▲ Add 9 SEC ↗
22 Geode Capital Management (passive) 5.28M +1.1% $202.33M 0.0% ▲ Add 9 SEC ↗
23 Nordea Investment Management Ab 5.12M -31.6% $196.99M 0.2% ▼ Trim 3 SEC ↗
24 Nordea Investment Management Ab 5.12M -31.6% $196.99M 0.2% ▼ Trim 3 SEC ↗
25 Nordea Investment Management Ab 5.12M -31.6% $196.99M 0.2% ▼ Trim 3 SEC ↗
26 Nordea Investment Management Ab 5.12M -31.6% $196.99M 0.2% ▼ Trim 3 SEC ↗
27 Amundi 4.33M -4.5% $166.05M 0.0% ▼ Trim 3 SEC ↗
28 Amundi 4.33M -4.5% $166.05M 0.0% ▼ Trim 3 SEC ↗
29 Amundi 4.33M -4.5% $166.05M 0.0% ▼ Trim 3 SEC ↗
30 Amundi 4.33M -4.5% $166.05M 0.0% ▼ Trim 3 SEC ↗
31 Amundi 4.33M -4.5% $166.05M 0.0% ▼ Trim 3 SEC ↗
32 Millennium Management 4.15M +2.2% $159.10M 0.1% ▲ Add 8 SEC ↗
33 Legal & General Group Plc 3.50M +2.8% $134.25M 0.0% ▲ Add 3 SEC ↗
34 Legal & General Group Plc 3.50M +2.8% $134.25M 0.0% ▲ Add 3 SEC ↗
35 Legal & General Group Plc 3.50M +2.8% $134.25M 0.0% ▲ Add 3 SEC ↗
36 Goldman Sachs Group 3.40M +19.7% $130.20M 0.0% ▲ Add 4 SEC ↗
37 Goldman Sachs Group 3.40M +19.7% $130.20M 0.0% ▲ Add 4 SEC ↗
38 Northern Trust Corp 3.30M +3.1% $126.41M 0.0% ▲ Add 3 SEC ↗
39 Northern Trust Corp 3.30M +3.1% $126.41M 0.0% ▲ Add 3 SEC ↗
40 Northern Trust Corp 3.30M +3.1% $126.41M 0.0% ▲ Add 3 SEC ↗
41 Northern Trust Corp 3.30M +3.1% $126.41M 0.0% ▲ Add 3 SEC ↗
42 Northern Trust Corp 3.30M +3.1% $126.41M 0.0% ▲ Add 3 SEC ↗
43 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
45 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
46 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
47 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
48 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
49 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
50 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
51 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
52 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
53 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
54 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
55 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
56 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
57 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
58 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
59 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
60 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
61 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
62 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
63 Morgan Stanley 3.28M +1.8% $125.53M 0.0% ▲ Add 4 SEC ↗
64 Balyasny Asset Management L.P. 3.23M +4.6% $123.72M 0.2% ▲ Add 3 SEC ↗
65 Dimensional Fund Advisors Lp 3.01M +4.3% $115.18M 0.0% ▲ Add 3 SEC ↗
66 Dimensional Fund Advisors Lp 3.01M +4.3% $115.18M 0.0% ▲ Add 3 SEC ↗
67 Dimensional Fund Advisors Lp 3.01M +4.3% $115.18M 0.0% ▲ Add 3 SEC ↗
68 Dimensional Fund Advisors Lp 3.01M +4.3% $115.18M 0.0% ▲ Add 3 SEC ↗
69 Dimensional Fund Advisors Lp 3.01M +4.3% $115.18M 0.0% ▲ Add 3 SEC ↗
70 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
71 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
72 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
73 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
74 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
75 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
76 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
77 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
78 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
79 JPMorgan Chase 2.75M +25.6% $106.33M 0.0% ▲ Add 4 SEC ↗
80 Pictet Asset Management Holding SA 2.52M -30.0% $96.70M 0.1% ▼ Trim 3 SEC ↗
81 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
82 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
83 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
84 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
85 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
86 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
87 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
88 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
89 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
90 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
91 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
92 Bank of New York Mellon Corp 2.41M -4.3% $92.47M 0.0% ▼ Trim 3 SEC ↗
93 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
94 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
95 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
96 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
97 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
98 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
99 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗
100 Invesco Ltd. 2.40M -43.8% $91.99M 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $248.62M 0.0%

Exited

Korea Investment CORP $488,032 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 691 holders, 214.27M shares, $8.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 07 Arnold Colleen

Officer · 2.85K sh · $112,915

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API