WTRGNYSEWater SupplyFiscal year ends December 31
Essential Utilities, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$40.38−0.45 (-1.10%)
Close on Oct 19, 2026
- Market cap
- $11.47B
- P/E (TTM)
- 20.6
- Dividend yield
- 3.31%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.0%
224M of 284M shares
Institutional holders
698
78 new, 66 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $112.92K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 30,925,357 | 10.90% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 16,523,287 | 5.83% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 14,971,772 | 5.28% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WTRG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,433,285 | 11.78% | $1.28B | +1,863,880 | 0.02% |
| Vanguard Portfolio Management LLC | 16,340,786 | 5.76% | $626.02M | −148,565 | 0.03% |
| State Street Corp | 13,119,170 | 4.62% | $502.60M | +687,688 | 0.01% |
| Vanguard Capital Management LLC | 12,782,196 | 4.50% | $489.69M | +120,517 | 0.01% |
| Norges Bank | 6,489,675 | 2.29% | $248.62M | New | 0.02% |
| Geode Capital Management, LLC | 5,279,933 | 1.86% | $202.33M | +55,890 | 0.01% |
| Nordea Investment Management Ab | 5,119,221 | 1.80% | $196.99M | −2,367,235 | 0.16% |
| Amundi | 4,333,385 | 1.53% | $166.05M | −206,168 | 0.04% |
| Millennium Management LLC | 4,153,002 | 1.46% | $159.10M | +90,520 | 0.06% |
| AQR Arbitrage LLC | 3,858,057 | 1.36% | $147.80M | +720,838 | 2.10% |
| Legal & General Group Plc | 3,504,219 | 1.23% | $134.25M | +95,371 | 0.03% |
| Goldman Sachs Group Inc | 3,398,595 | 1.20% | $130.20M | +559,317 | 0.01% |
| Northern Trust Corp | 3,299,746 | 1.16% | $126.41M | +97,899 | 0.01% |
| Morgan Stanley | 3,276,730 | 1.15% | $125.53M | +57,681 | 0.01% |
| ANTIPODES PARTNERS Ltd | 3,266,286 | 1.15% | $125.13M | +247,471 | 2.29% |
| Balyasny Asset Management L.P. | 3,229,542 | 1.14% | $123.72M | +140,917 | 0.15% |
| Dimensional Fund Advisors LP | 3,006,373 | 1.06% | $115.18M | +124,883 | 0.02% |
| JPMorgan Chase & Co | 2,753,727 | 0.97% | $106.33M | +561,748 | 0.01% |
| Pictet Asset Management Holding SA | 2,524,042 | 0.89% | $96.70M | −1,081,409 | 0.09% |
| Boston Trust Walden Corp | 2,463,461 | 0.87% | $94.38M | −17,987 | 0.72% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 698 | 224M | 79.0% | 78 / 258 | 236 / 66 | 27M | 19M |
| Q1 2026 | 697 | 217M | 76.3% | 91 / 219 | 250 / 76 | 59M | 36M |
| Q4 2025 | 694 | 226M | 79.6% | 111 / 209 | 232 / 83 | 31M | 36M |
| Q3 2025 | 679 | 232M | 81.6% | 86 / 276 | 177 / 79 | 30M | 19M |
| Q2 2025 | 683 | 221M | 78.0% | 79 / 283 | 200 / 65 | 21M | 19M |
| Q1 2025 | 677 | 222M | 78.4% | 113 / 242 | 206 / 46 | 15M | 9M |
| Q4 2024 | 622 | 218M | 76.8% | 71 / 184 | 254 / 65 | 18M | 12M |
| Q3 2024 | 629 | 212M | 74.8% | 76 / 233 | 202 / 43 | 47M | 20M |
| Q2 2024 | 601 | 215M | 75.9% | 63 / 216 | 216 / 46 | 10M | 15M |
| Q1 2024 | 592 | 221M | 77.7% | 45 / 234 | 196 / 68 | 28M | 16M |
| Q4 2023 | 622 | 209M | 73.6% | 87 / 243 | 197 / 42 | 23M | 14M |
| Q3 2023 | 582 | 200M | 70.5% | 41 / 220 | 207 / 74 | 22M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WTRG | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9,706,562 | 3.42% | $371.86M | 0.30% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 9,003,658 | 3.17% | $344.93M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,503,935 | 2.29% | $249.17M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,120,544 | 1.45% | $157.86M | 0.23% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,252,789 | 1.15% | $124.61M | 0.13% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,989,365 | 1.05% | $114.52M | 0.54% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 1,970,413 | 0.69% | $72.69M | 0.69% | May 31, 2026 |
| Nexpoint Merger Arbitrage Fund | 1,733,287 | 0.61% | $66.40M | 4.46% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 1,604,755 | 0.57% | $63.95M | 0.05% | Jul 31, 2026 |
| Invesco S&P Global Water Index ETF | 1,506,959 | 0.53% | $60.05M | 5.72% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,467,514 | 0.52% | $54.14M | 0.13% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,435,692 | 0.51% | $55.00M | 0.30% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Value ETF | 1,420,890 | 0.50% | $54.43M | 0.62% | Jun 30, 2026 |
| Franklin Utilities Fund | 1,250,000 | 0.44% | $47.89M | 0.63% | Jun 30, 2026 |
| JPMorgan Mid Cap Value Fund | 1,212,998 | 0.43% | $46.47M | 0.42% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chris Franklin | Chief Executive Officer, Director | 396,532 | 0.14% | Feb 24, 2026 |
| Colleen Arnold | President - Aqua | 19,144 | 0.01% | Aug 11, 2026 |
| Daniel Schuller | Executive Vice President | 84,575 | 0.03% | Mar 3, 2026 |
| Michael Huwar | President - Peoples | 21,423 | 0.01% | Mar 3, 2026 |
| Christopher Paul Luning | EVP, General Counsel | 86,455 | 0.03% | Mar 3, 2026 |
| Bradley John Palmer | Chief Accounting Officer | 2,270 | 0.00% | Feb 24, 2026 |
| Robert A. Rubin | CHIEF ACCOUNTING OFFICER | 74,124 | 0.03% | Aug 1, 2025 |
| Tamara Louise Linde | Director | 10,533 | 0.00% | Jun 24, 2026 |
| Elizabeth B. Amato | Director | 26,636 | 0.01% | Jun 24, 2026 |
| David Alan Ciesinski | Director | 16,800 | 0.01% | Jun 24, 2026 |
| Daniel J. Hilferty III | Director | 38,011 | 0.01% | Jun 24, 2026 |
| Wilbert Bryan Lewis | Director | 13,999 | 0.00% | Jun 24, 2026 |
| Christopher L. Bruner | Director | 10,533 | 0.00% | Jun 24, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Colleen Arnold President - Aqua | Aug 7, 2026 | Sale | −2,855 | $39.55 | $112.92K | 17,347 |
| David Alan Ciesinski Director | Jun 23, 2026 | Award | +3,666 | $36.82 | $134.98K | 16,800 |
| Elizabeth B. Amato Director | Jun 23, 2026 | Award | +3,666 | $36.82 | $134.98K | 26,636 |
| Wilbert Bryan Lewis Director | Jun 23, 2026 | Award | +3,666 | $36.82 | $134.98K | 13,999 |
| Christopher L. Bruner Director | Jun 23, 2026 | Award | +3,666 | $36.82 | $134.98K | 10,533 |
| Daniel J. Hilferty III Director | Jun 23, 2026 | Award | +3,666 | $36.82 | $134.98K | 38,011 |
| Tamara Louise Linde Director | Jun 23, 2026 | Award | +3,666 | $36.82 | $134.98K | 10,533 |
| Daniel Schuller Executive Vice President | Feb 22, 2026 | Tax withholding | −4,683 | $38.78 | $181.61K | 83,502 |
| Daniel Schuller Executive Vice President | Feb 22, 2026 | Award | +6,682 | – | – | 88,185 |
| Michael Huwar President - Peoples | Feb 22, 2026 | Tax withholding | −1,939 | $38.78 | $75.19K | 21,423 |
| Michael Huwar President - Peoples | Feb 22, 2026 | Award | +2,598.5 | – | – | 23,362 |
| Colleen Arnold President - Aqua | Feb 22, 2026 | Award | +2,747 | – | – | 22,157 |
| Colleen Arnold President - Aqua | Feb 22, 2026 | Tax withholding | −2,053 | $38.78 | $79.62K | 1,925 |
| Colleen Arnold President - Aqua | Feb 22, 2026 | Tax withholding | −1,925 | $38.78 | $74.65K | 20,232 |
| Colleen Arnold President - Aqua | Feb 22, 2026 | Award | +2,747 | – | – | 22,157 |
| Christopher Paul Luning EVP, General Counsel | Feb 22, 2026 | Tax withholding | −3,382 | $38.78 | $131.15K | 84,691 |
| Christopher Paul Luning EVP, General Counsel | Feb 22, 2026 | Award | +4,804 | – | – | 88,073 |
| Colleen Arnold President - Aqua | Feb 22, 2026 | Tax withholding | −2,053 | $38.78 | $79.62K | 20,104 |
| Colleen Arnold President - Aqua | Feb 22, 2026 | Award | +2,747 | – | – | 22,157 |
| Chris Franklin Chief Executive Officer, Director | Feb 22, 2026 | Award | +25,332 | – | – | 363,420 |
| Chris Franklin Chief Executive Officer, Director | Feb 22, 2026 | Tax withholding | −17,964 | $38.78 | $696.64K | 345,456 |
| Christopher Paul Luning EVP, General Counsel | Feb 22, 2026 | Award | +4,804 | – | – | 88,073 |
| Christopher Paul Luning EVP, General Counsel | Feb 22, 2026 | Tax withholding | −3,465 | $38.78 | $134.37K | 84,608 |
| Bradley John Palmer Chief Accounting Officer | Feb 22, 2026 | Tax withholding | −158 | $38.78 | $6.13K | 2,270 |
| Bradley John Palmer Chief Accounting Officer | Feb 22, 2026 | Award | +246 | – | – | 2,428 |
| Michael Huwar President - Peoples | Feb 22, 2026 | Tax withholding | −2,068 | $38.78 | $80.20K | 21,294 |
| Michael Huwar President - Peoples | Feb 22, 2026 | Award | +2,598.5 | – | – | 23,362 |
| Daniel Schuller Executive Vice President | Feb 22, 2026 | Award | +6,682 | – | – | 88,185 |
| Daniel Schuller Executive Vice President | Feb 22, 2026 | Tax withholding | −4,681 | $38.78 | $181.53K | 83,504 |
| Chris Franklin Chief Executive Officer, Director | Feb 17, 2026 | Award | +10,068 | $39.73 | $400.00K | 338,088 |
| Christopher Paul Luning EVP, General Counsel | Feb 17, 2026 | Award | +4,531 | $39.73 | $180.02K | 83,269 |
| Colleen Arnold President - Aqua | Feb 5, 2026 | Tax withholding | −643 | $37.69 | $24.23K | 19,410 |
| Bradley John Palmer Chief Accounting Officer | Feb 5, 2026 | Tax withholding | −89 | $37.69 | $3.35K | 2,182 |
| Chris Franklin Chief Executive Officer, Director | Feb 5, 2026 | Tax withholding | −5,917 | $37.69 | $223.01K | 328,020 |
| Daniel Schuller Executive Vice President | Feb 5, 2026 | Tax withholding | −1,624 | $37.69 | $61.21K | 81,503 |
| Michael Huwar President - Peoples | Feb 5, 2026 | Tax withholding | −652 | $37.69 | $24.57K | 20,763 |
| Christopher Paul Luning EVP, General Counsel | Feb 5, 2026 | Tax withholding | −1,112 | $37.69 | $41.91K | 78,724 |
| Colleen Arnold President | Jan 23, 2026 | Award | +3,833 | – | – | 20,053 |
| Christopher Paul Luning EVP, General Counsel | Jan 23, 2026 | Award | +6,351 | – | – | 79,836 |
| Michael Huwar President | Jan 23, 2026 | Award | +3,650 | – | – | 21,415 |
| Daniel Schuller Executive Vice President | Jan 23, 2026 | Award | +9,183 | – | – | 83,127 |
| Bradley John Palmer Chief Accounting Officer | Jan 23, 2026 | Award | +933 | – | – | 2,271 |
| Chris Franklin Chief Executive Officer | Jan 23, 2026 | Award | +36,788 | – | – | 333,937 |
| David Alan Ciesinski Director | Jun 23, 2025 | Award | +3,608 | $37.42 | $135.01K | 13,134 |
| Elizabeth B. Amato Director | Jun 23, 2025 | Award | +3,608 | $37.42 | $135.01K | 22,970 |
| Daniel J. Hilferty III Director | Jun 23, 2025 | Award | +3,608 | $37.42 | $135.01K | 34,345 |
| Christopher L. Bruner Director | Jun 23, 2025 | Award | +3,608 | $37.42 | $135.01K | 6,867 |
| Tamara Louise Linde Director | Jun 23, 2025 | Award | +3,608 | $37.42 | $135.01K | 6,867 |
| Wilbert Bryan Lewis Director | Jun 23, 2025 | Award | +3,608 | $37.42 | $135.01K | 10,333 |
| Chris Franklin Chief Executive Officer | Mar 14, 2025 | Sale | −7,700 | $39.40 | $303.38K | 32,229 |
| Robert A. Rubin Chief Accounting Officer | Feb 18, 2025 | Tax withholding | −987 | $35.65 | $35.19K | 53,617 |
| Robert A. Rubin Chief Accounting Officer | Feb 18, 2025 | Award | +1,665 | – | – | 54,604 |
| Chris Franklin Chief Executive Officer | Feb 18, 2025 | Award | +29,539 | – | – | 276,744 |
| Chris Franklin Chief Executive Officer | Feb 18, 2025 | Tax withholding | −19,022 | $35.65 | $678.13K | 257,722 |
| Michael Huwar President | Feb 18, 2025 | Tax withholding | −1,859 | $35.65 | $66.27K | 13,797 |
| Michael Huwar President | Feb 18, 2025 | Award | +2,775 | – | – | 15,656 |
| Colleen Arnold President | Feb 18, 2025 | Tax withholding | −1,865 | $35.65 | $66.49K | 12,012 |
| Colleen Arnold President | Feb 18, 2025 | Award | +2,830 | – | – | 13,877 |
| Daniel Schuller Executive Vice President | Feb 18, 2025 | Award | +7,969 | – | – | 69,126 |
| Daniel Schuller Executive Vice President | Feb 18, 2025 | Tax withholding | −5,206 | $35.65 | $185.59K | 63,920 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Arnold Colleen Officer | Aug 7, 2026 | 2,885 | $118.29K | Aug 7, 2026 | STOCK BONUS |
| Franklin Chris Chief Executive Officer | Mar 17, 2025 | 7,700 | $303.38K | Mar 14, 2025 | Essential Utilities, Inc. 401(k) Plan |
| Robert A. Rubin Officer | Jul 8, 2024 | 2,342 | $87.50K | Jul 1, 2024 | stock award |
| Robert A. Rubin Officer | May 1, 2024 | 2,023 | $73.90K | May 1, 2024 | award |
| Robert A. Rubin Officer | Apr 1, 2024 | 5,565 | $208.00K | Apr 1, 2024 | stock option |
| Robert A. Rubin Officer | Mar 11, 2024 | 3,551 | $127.73K | Mar 11, 2024 | stock award |
| Robert A. Rubin Officer | Mar 6, 2024 | 6,350 | $225.00K | Mar 5, 2024 | stock award |
| Colleen Arnold Officer | Jun 14, 2023 | 1,244 | $52.01K | Jun 14, 2023 | STOCK AWARD |