에센셜 유틸리티, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionCharter Trust Co
Latest Disclosed Ownership5,019 shares
Latest Disclosed Value $ 202,115
Charter Trust Co ownership in WTRG / Essential Utilities, Inc.

On April 17, 2026 - Charter Trust Co filed a 13F-HR form disclosing ownership of 5,019 shares of Essential Utilities, Inc. (US:WTRG) valued at $202,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 0 shares of Essential Utilities, Inc.. The current value of the position is $187,510 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 5,019 5,019 202 0.0118
2026-01-22 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 0 -100.00 0
2025-10-15 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 5,068 5,068 202 0.0121
2025-07-23 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 0 -5,322 -100.00 0 -100.00
2025-04-16 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 5,322 5,322 210 0.0139
2025-01-13 2024-12-31 13F Essential Utilities COM 29670G102 0 -5,322 -100.00 0 -100.00
2024-10-16 2024-09-30 13F Essential Utilities COM 29670G102 5,322 5,322 205 0.0131
2024-04-24 2024-03-31 13F Essential Utilities COM 29670G102 0 -6,167 -100.00 0 -100.00
2024-01-17 2023-12-31 13F Essential Utilities COM 29670G102 6,167 100 1.65 230 10.58 0.0172
2023-11-28 2023-09-30 13F Essential Utilities COM 29670G102 6,067 585 10.67 208 -4.59 0.0166
2023-08-09 2023-06-30 13F Essential Utilities COM 29670G102 5,482 -932 -14.53 219 -21.86 0.0168
2023-04-24 2023-03-31 13F Essential Utilities COM 29670G102 6,414 0 0.00 280 -8.82 0.0223
2023-06-09 2022-12-31 13F/A-1 Essential Utilities COM 29670G102 6,414 360 5.95 306 21.91 0.0244
2023-01-19 2022-12-31 13F Essential Utilities COM 29670G102 6,414 360 0 0.0000
2022-10-24 2022-09-30 13F Essential Utilities COM 29670G102 6,054 0 0.00 251 -9.71 0.0216
2022-08-12 2022-06-30 13F Essential Utilities COM 29670G102 6,054 0 0.00 278 -10.32 0.0222
2022-04-14 2022-03-31 13F Essential Utilities COM 29670G102 6,054 -319 -5.01 310 -9.36 0.0278
2022-01-28 2021-12-31 13F Essential Utilities COM 29670G102 6,373 321 5.30 342 22.58 0.0290
2021-11-15 2021-09-30 13F Essential Utilities COM 29670G102 6,052 -100 -1.63 279 -0.71 0.0261
2021-08-11 2021-06-30 13F Essential Utilities COM 29670G102 6,152 0 0.00 281 2.18 0.0261
2021-05-06 2021-03-31 13F Essential Utilities COM 29670G102 6,152 0 0.00 275 -5.50 0.0268
2021-02-09 2020-12-31 13F Essential Utilities COM 29670G102 6,152 -1,022 -14.25 291 0.69 0.0292
2020-11-02 2020-09-30 13F Essential Utilities COM 29670G102 7,174 0 0.00 289 -4.62 0.0319
2020-08-04 2020-06-30 13F Essential Utilities COM 29670G102 7,174 -2,600 -26.60 303 -23.87 0.0350
2020-05-14 2020-03-31 13F Essential Utilities None 29670G102 9,774 -1 -0.01 398 -13.29 0.0537
2020-02-11 2019-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 9,775 -550 -5.33 459 -0.86 0.0502
2019-11-07 2019-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 10,325 75 0.73 463 9.20 0.0538
2019-08-01 2019-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 10,250 0 0.00 424 13.37 0.0493
2019-05-10 2019-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 10,250 -130 -1.25 374 5.35 0.0448
2019-02-13 2018-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 10,380 -80 -0.76 355 -8.03 0.0472
2018-11-14 2018-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 10,460 -50 -0.48 386 4.32 0.0438
2018-08-10 2018-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 10,510 -1,592 -13.15 370 -10.19 0.0446
2018-04-06 2018-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 12,102 -244 -1.98 412 -14.88 0.0505
2018-01-17 2017-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 12,346 -68 -0.55 484 17.48 0.0563
2017-10-11 2017-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 12,414 -6 -0.05 412 -0.24 0.0498
2017-07-10 2017-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 12,420 -209 -1.65 413 1.72 0.0496
2017-04-07 2017-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 12,629 294 2.38 406 9.73 0.0474
2017-01-19 2016-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 12,335 200 1.65 370 0.00 0.0408
2016-10-14 2016-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 12,135 0 0.00 370 -14.55 0.0419
2016-07-19 2016-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 12,135 0 0.00 433 11.89 0.0503
2016-04-08 2016-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 12,135 2,122 21.19 387 29.87 0.0472
2016-01-11 2015-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 10,013 0 0.00 298 12.45 0.0374
2015-10-16 2015-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 10,013 -1,200 -10.70 265 -3.28 0.0352
2015-07-20 2015-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 11,213 800 7.68 274 0.00 0.0333
2015-04-07 2015-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 10,413 24 0.23 274 -1.08 0.0332
2015-01-14 2014-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 10,389 1,200 13.06 277 28.24 0.0346
2014-10-21 2014-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 9,189 70 0.77 216 -9.62 0.0277
2014-07-09 2014-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 9,119 0 0.00 239 4.37 0.0299
2014-04-28 2014-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 9,119 0 0.00 229 6.51 0.0294
2014-01-15 2013-12-31 13F AQUA AMERICA COMMON STOCK 03836W103 9,119 0 0.00 215 -4.87 0.0279
2013-10-23 2013-09-30 13F AQUA AMERICA COMMON STOCK 03836W103 9,119 1,824 25.00 226 -0.88 0.0317
2013-07-25 2013-06-30 13F AQUA AMERICA COMMON STOCK 03836W103 7,295 -1,166 -13.78 228 -14.29 0.0330
2013-05-28 2013-03-31 13F AQUA AMERICA COMMON STOCK 03836W103 8,461 8,461 266 0.0406
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.