§ UTILITIES
USD · UtilitiesWTRG
ESSENTIAL UTILITIES INC
USDSector · UtilitiesBeta · 0.77
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 38.84HIGH 39.46LOW 38.8452W 36.32 — 42.37
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
343 increased/new, 238 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 19.4 | P/B | 1.58 |
| EPS (TTM) | 2.21 | Dividend | 3.58% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 31.6M | 0.0% | −8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.7M | n/a | n/a |
| State Street | 12.4M | 0.0% | −10% |
| NORDEA INVESTMENT MANAGEMENT AB | 7.5M | 0.3% | −2% |
| Geode Capital Management | 5.2M | 0.0% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for WTRG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER18.8% · 0 holders
OTHER34.7% · 548 holders
PASSIVE / INDEX17.7% · 11 holders
DEALER / BANK11.9% · 62 holders
QUALITY / COMPOUNDER9.6% · 27 holders
TACTICAL / MACRO3.1% · 5 holders
INCOME / DEFENSIVE2.3% · 30 holders
SYSTEMATIC / QUANT1.4% · 7 holders
DEEP VALUE0.3% · 2 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WTRG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WTRG yet.