에센셜 유틸리티, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership69,908 shares
Latest Disclosed Value $ 2,815,195
Fifth Third Bancorp reports 1,464.29% increase in ownership of WTRG / Essential Utilities, Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 69,908 shares of Essential Utilities, Inc. (US:WTRG) valued at $2,815,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,469 shares of Essential Utilities, Inc.. This represents a change in shares of 1,464.29% during the quarter. The current value of the position is $2,611,763 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)
2026-05-01 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 69,908 65,439 1,464.29 2,815 1,546.20 0.0051
2026-02-02 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 4,469 1,349 43.24 171 37.90 0.0005
2025-11-07 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 3,120 151 5.09 124 12.73 0.0004
2025-07-15 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 2,969 371 14.28 110 7.84 0.0004
2025-04-15 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 2,598 -1,172 -31.09 103 -25.00 0.0004
2025-01-21 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 3,770 -373 -9.00 137 -14.47 0.0005
2024-10-17 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 4,143 142 3.55 160 6.71 0.0006
2024-07-22 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 4,001 -257 -6.04 149 -5.10 0.0006
2024-04-23 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 4,258 364 9.35 158 8.28 0.0006
2024-01-19 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 3,894 1,936 98.88 145 116.42 0.0006
2023-10-31 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 1,958 869 79.80 67 55.81 0.0003
2023-07-26 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 1,089 -536 -32.98 43 -38.57 0.0002
2023-04-24 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 1,625 -659 -28.85 71 -35.78 0.0003
2023-01-25 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 2,284 -318 -12.22 109 0.93 0.0005
2022-10-25 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 2,602 388 17.52 108 5.88 0.0006
2022-08-04 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 2,214 1,846 501.63 102 436.84 0.0005
2022-04-19 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 368 -152 -29.23 19 -32.14 0.0001
2022-02-01 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 520 114 28.08 28 47.37 0.0001
2021-10-15 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 406 323 389.16 19 375.00 0.0001
2021-08-06 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 83 -2,113 -96.22 4 -95.92 0.0000
2021-05-07 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 2,196 -941 -30.00 98 -33.78 0.0005
2021-02-16 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 3,137 935 42.46 148 66.29 0.0007
2020-11-09 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 2,202 -4,955 -69.23 89 -70.53 0.0005
2020-08-05 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 7,157 6 0.08 302 3.78 0.0018
2020-05-05 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 7,151 -2,250 -23.93 291 -34.01 0.0021
2020-02-14 2019-12-31 13F AQUA AMERICA COM 03836W103 9,401 319 3.51 441 8.35 0.0025
2019-11-14 2019-09-30 13F AQUA AMERICA COM 03836W103 9,082 303 3.45 407 12.12 0.0024
2019-08-07 2019-06-30 13F AQUA AMERICA COM 03836W103 8,779 1,458 19.92 363 35.96 0.0022
2019-05-14 2019-03-31 13F AQUA AMERICA COM 03836W103 7,321 126 1.75 267 8.54 0.0017
2019-02-14 2018-12-31 13F AQUA AMERICA COM 03836W103 7,195 376 5.51 246 -2.38 0.0018
2018-11-14 2018-09-30 13F AQUA AMERICA COM 03836W103 6,819 -73 -1.06 252 4.13 0.0016
2018-08-14 2018-06-30 13F AQUA AMERICA COM 03836W103 6,892 224 3.36 242 6.61 0.0016
2018-05-15 2018-03-31 13F AQUA AMERICA COM 03836W103 6,668 -48 -0.71 227 -13.69 0.0015
2018-02-14 2017-12-31 13F AQUA AMERICA COM 03836W103 6,716 -1,000 -12.96 263 2.73 0.0018
2017-11-14 2017-09-30 13F AQUA AMERICA COM 03836W103 7,716 -662 -7.90 256 -8.24 0.0018
2017-08-11 2017-06-30 13F AQUA AMERICA COM 03836W103 8,378 -1,517 -15.33 279 -12.26 0.0021
2017-05-12 2017-03-31 13F AQUA AMERICA COM 03836W103 9,895 -808 -7.55 318 -1.24 0.0024
2017-02-13 2016-12-31 13F/A-1 AQUA AMERICA COM 03836W103 10,703 3,118 41.11 322 39.39 0.0026
2017-02-09 2016-12-31 13F AQUA AMERICA COM 03836W103 7,585 0 231 0.0019
2016-11-10 2016-09-30 13F AQUA AMERICA COM 03836W103 7,585 144 1.94 231 -12.83 0.0019
2016-08-11 2016-06-30 13F AQUA AMERICA COM 03836W103 7,441 300 4.20 265 16.74 0.0023
2016-05-13 2016-03-31 13F AQUA AMERICA COM 03836W103 7,141 1,618 29.30 227 37.58 0.0020
2016-02-16 2015-12-31 13F AQUA AMERICA COM 03836W103 5,523 -69 -1.23 165 11.49 0.0014
2015-11-13 2015-09-30 13F AQUA AMERICA COM 03836W103 5,592 865 18.30 148 27.59 0.0014
2015-08-14 2015-06-30 13F AQUA AMERICA COM 03836W103 4,727 345 7.87 116 0.87 0.0010
2015-05-14 2015-03-31 13F AQUA AMERICA COM 03836W103 4,382 669 18.02 115 16.16 0.0010
2015-02-13 2014-12-31 13F AQUA AMERICA COM 03836W103 3,713 87 2.40 99 16.47 0.0008
2014-11-17 2014-09-30 13F AQUA AMERICA COM 03836W103 3,626 -1,500 -29.26 85 -36.57 0.0008
2014-08-14 2014-06-30 13F AQUA AMERICA COM 03836W103 5,126 0 0.00 134 3.88 0.0012
2014-05-15 2014-03-31 13F AQUA AMERICA COM 03836W103 5,126 -1,625 -24.07 129 -18.87 0.0012
2014-02-14 2013-12-31 13F AQUA AMERICA COM 03836W103 6,751 0 0.00 159 -4.79 0.0015
2013-11-14 2013-09-30 13F AQUA AMERICA COM 03836W103 6,751 2,009 42.37 167 12.84 0.0017
2013-08-14 2013-06-30 13F AQUA AMERICA COM 03836W103 4,742 4,742 148 0.0016
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.