에센셜 유틸리티, Inc.
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionMoors & Cabot, Inc.
Latest Disclosed Ownership30,908 shares
Latest Disclosed Value $ 1,244,658
Moors & Cabot, Inc. reports 3.01% increase in ownership of WTRG / Essential Utilities, Inc.

On May 8, 2026 - Moors & Cabot, Inc. filed a 13F-HR form disclosing ownership of 30,908 shares of Essential Utilities, Inc. (US:WTRG) valued at $1,244,665 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 30,005 shares of Essential Utilities, Inc.. This represents a change in shares of 3.01% during the quarter. The current value of the position is $1,154,723 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 30,908 903 3.01 1,245 8.17 0.0533
2026-02-10 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 30,005 438 1.48 1,151 -2.46 0.0493
2025-11-14 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 29,567 1,644 5.89 1,180 13.69 0.0515
2025-08-06 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 27,923 -701 -2.45 1,037 -8.31 0.0482
2025-05-08 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 28,624 3,461 13.75 1,132 23.88 0.0574
2025-02-07 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 25,163 383 1.55 914 -4.40 0.0434
2024-11-08 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 24,780 2,878 13.14 956 16.89 0.0475
2024-08-09 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 21,902 1,239 6.00 818 6.80 0.0435
2024-05-08 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 20,663 1,786 9.46 766 8.51 0.0415
2024-02-14 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 18,877 6,246 49.45 705 62.82 0.0439
2023-11-08 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 12,631 368 3.00 434 -11.45 0.0294
2023-08-10 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 12,263 -125 -1.01 489 -9.44 0.0325
2023-05-05 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 12,388 -276 -2.18 541 -10.60 0.0372
2023-02-10 2022-12-31 13F/A-1 ESSENTIAL UTILS COM 29670G102 12,664 0 0.00 604 15.27 0.0421
2023-02-07 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 11,758 -906 631 0.0421
2022-11-08 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 12,664 -838 -6.21 524 -15.35 0.0399
2022-08-08 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 13,502 125 0.93 619 -9.50 0.0445
2022-05-13 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 13,377 0 0.00 684 -4.74 0.0421
2022-02-14 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 13,377 0 0.00 718 16.56 0.0442
2021-12-08 2021-09-30 13F/A-1 ESSENTIAL UTILS COM 29670G102 13,377 375 2.88 616 3.70 0.0387
2021-08-10 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 13,002 400 3.17 594 5.51 0.0417
2021-05-12 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 12,602 -806 -6.01 563 -11.76 0.0431
2021-02-11 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 13,408 -548 -3.93 638 13.52 0.0536
2020-11-09 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 13,956 -1 -0.01 562 -4.42 0.0529
2020-08-13 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 13,957 2,052 17.24 588 21.74 0.0626
2020-05-12 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 11,905 -2,952 -19.87 483 -30.80 0.0702
2020-01-28 2019-12-31 13F AQUA AMERICA COM 03836W103 14,857 -250 -1.65 698 3.10 0.0701
2019-10-22 2019-09-30 13F AQUA AMERICA COM 03836W103 15,107 1,155 8.28 677 17.53 0.0746
2019-07-18 2019-06-30 13F AQUA AMERICA COM 03836W103 13,952 2,925 26.53 576 42.93 0.0730
2019-05-06 2019-03-31 13F/A-1 AQUA AMERICA COM 03836W103 11,027 100 0.92 403 7.75 0.0548
2019-05-01 2019-03-31 13F AQUA AMERICA COM 03836W103 22,054 11,127 806
2019-02-13 2018-12-31 13F AQUA AMERICA COM 03836W103 10,927 -425 -3.74 374 -10.31 0.0587
2018-11-14 2018-09-30 13F AQUA AMERICA COM 03836W103 11,352 0 0.00 417 3.47 0.0509
2018-08-14 2018-06-30 13F AQUA AMERICA COM 03836W103 11,352 -5,102 -31.01 403 -28.04 0.0543
2018-05-18 2018-03-31 13F AQUA AMERICA COM 03836W103 16,454 376 2.34 560 -11.53 0.0740
2018-02-13 2017-12-31 13F AQUA AMERICA COM 03836W103 16,078 939 6.20 633 25.60 0.0838
2017-11-16 2017-09-30 13F AQUA AMERICA COM 03836W103 15,139 11 0.07 504 -0.20 0.0729
2017-08-15 2017-06-30 13F AQUA AMERICA COM 03836W103 15,128 10 0.07 505 4.12 0.0839
2017-05-15 2017-03-31 13F AQUA AMERICA COM 03836W103 15,118 14 0.09 485 6.59 0.0818
2017-02-13 2016-12-31 13F AQUA AMERICA COM 03836W103 15,104 -2,316 -13.30 455 -13.83 0.0749
2016-11-14 2016-09-30 13F AQUA AMERICA COM 03836W103 17,420 1,293 8.02 528 -7.69 0.0883
2016-08-08 2016-06-30 13F AQUA AMERICA COM 03836W103 16,127 -398 -2.41 572 8.75 0.1005
2016-05-10 2016-03-31 13F AQUA AMERICA COM 03836W103 16,525 -897 -5.15 526 0.57 0.0949
2016-02-09 2015-12-31 13F AQUA AMERICA COM 03836W103 17,422 -802 -4.40 523 6.95 0.0958
2015-11-17 2015-09-30 13F AQUA AMERICA COM 03836W103 18,224 2,107 13.07 489 24.11 0.0903
2015-08-17 2015-06-30 13F AQUA AMERICA COM 03836W103 16,117 -373 -2.26 394 -8.58 0.0641
2015-05-14 2015-03-31 13F AQUA AMERICA COM 03836W103 16,490 3 0.02 431 -2.49 0.0719
2015-02-17 2014-12-31 13F AQUA AMERICA COM 03836W103 16,487 -623 -3.64 442 9.14 0.0749
2014-11-12 2014-09-30 13F AQUA AMERICA COM 03836W103 17,110 -1,247 -6.79 405 -14.92 0.0689
2014-08-11 2014-06-30 13F AQUA AMERICA COM 03836W103 18,357 1,886 11.45 476 15.25 0.0802
2014-05-08 2014-03-31 13F AQUA AMERICA COM 03836W103 16,471 16,471 413 0.1045
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.