Essential Utilities, Inc.: shareholders and insiders
Price
$45.23
November 13, 2026Market cap $12.8B
What Ploutos Investor adds for Essential Utilities
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- The full history: 17 fiscal years, from 2009
- The estimated fair value, with its range and its certainty
- The full analysis, 18 a month
- More questions to the chat on its filings
- Excel with every year
- An email when it reports, changes its dividend or an officer buys
Sign in with a free account to see the last 5 fiscal years.
Insiders and their shares
Purchases and sales by officers and directors, from their own Form 4 filings.
Reading the newest filings from the SEC. This part fills in on its own in a few seconds.
Major holders (over 5%)
Whoever comes to own more than 5% of a class of shares reports it to the SEC on Schedule 13D or 13G. Here is each holder's latest filing.
- BlackRock, Inc.Share of class10.9%
- Vanguard Portfolio ManagementShare of class5.83%
- Vanguard Capital ManagementShare of class5.28%
| Holder | Kind of stake | Share of class | Shares | Filed | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10.9% | 30.93M | Apr 24, 20262 filings since Oct 17, 2025 | 13G/A | |
| Vanguard Portfolio Management | 5.83% | 16.52M | Apr 29, 2026 | 13G | |
| Vanguard Capital Management | 5.28% | 14.97M | Apr 29, 2026 | 13G |
Fell to 5% or less (2)
Holders whose latest filing says they hold 5% or less. After it they need not file again, so what they hold today is not known.
From the Schedule 13D and 13G filed with the SEC since Dec 18, 2024, when they became structured data. A holder who has filed nothing since then is not shown here. A 13D is updated within two business days of any material change, a 13G up to 45 days after the quarter of the change, so the shares are those of the filing. The large managers also appear in the 13Fs.
Well-known managers
Which of the about 30 investment managers we track held the shares at the quarter end, and what they changed from the quarter before.
- Millennium Mgmt (Englander)In the quarter+2.2%
- Renaissance TechnologiesIn the quarter+139%
- AQR CapitalIn the quarter+53%
- Bridgewater (Dalio)In the quarter+3.4%
- Point72 (Cohen)In the quarter+105%
- D.E. ShawIn the quarter-51%
- Citadel Advisors (Griffin)In the quarter+69%
| Manager | Shares | In the quarter | Value | % of their portfolio |
|---|---|---|---|---|
| Millennium Mgmt (Englander) | 4.15M | +2.2% | $159M | 0.11% |
| Renaissance Technologies | 562.5K | +139% | $22M | 0.03% |
| AQR Capital | 1.78M | +53% | $68M | 0.02% |
| Bridgewater (Dalio) | 77.6K | +3.4% | $3.0M | 0.01% |
| Point72 (Cohen) | 153.3K | +105% | $5.9M | 0.01% |
| D.E. Shaw | 272.3K | -51% | $10M | 0.01% |
| Citadel Advisors (Griffin) | 65.4K | +69% | $2.5M | 0.00% |
From the 13Fs managers file with the SEC up to 45 days after each quarter end. They show only long positions on that day, not short sales or what has changed since. No recent 13F: Pershing Square (Ackman), Scion (Burry).
Short interest
How many of the company's shares have been sold borrowed and not yet bought back, twice a month.
On Oct 15, 2026, 2.63% of its shares outstanding were held short, +13.0% since the report before.
- Shares held short
- 7.43M
- 2.63%
- Since the report before6.58M on Sep 30, 2026
- +13.0%
- 2.8
- 2.70M
- More days to cover thanof 4,578 US-listed companies with enough volume
- 32%
- Report date
- Oct 15, 2026
- Oct 31, 2023: Shares held short 3.94M
- Nov 15, 2023: Shares held short 5.41M
- Nov 30, 2023: Shares held short 4.23M
- Dec 15, 2023: Shares held short 4.70M
- Dec 29, 2023: Shares held short 5.42M
- Jan 12, 2024: Shares held short 5.20M
- Jan 31, 2024: Shares held short 5.76M
- Feb 15, 2024: Shares held short 5.95M
- Feb 29, 2024: Shares held short 5.56M
- Mar 15, 2024: Shares held short 5.93M
- Mar 28, 2024: Shares held short 6.60M
- Apr 15, 2024: Shares held short 5.37M
- Apr 30, 2024: Shares held short 6.72M
- May 15, 2024: Shares held short 6.81M
- May 31, 2024: Shares held short 6.44M
- Jun 14, 2024: Shares held short 7.29M
- Jun 28, 2024: Shares held short 6.05M
- Jul 15, 2024: Shares held short 6.21M
- Jul 31, 2024: Shares held short 5.04M
- Aug 15, 2024: Shares held short 5.17M
- Aug 30, 2024: Shares held short 4.58M
- Sep 13, 2024: Shares held short 4.64M
- Sep 30, 2024: Shares held short 4.09M
- Oct 15, 2024: Shares held short 3.85M
- Oct 31, 2024: Shares held short 4.00M
- Nov 15, 2024: Shares held short 4.17M
- Nov 29, 2024: Shares held short 4.47M
- Dec 13, 2024: Shares held short 5.43M
- Dec 31, 2024: Shares held short 5.91M
- Jan 15, 2025: Shares held short 5.38M
- Jan 31, 2025: Shares held short 4.66M
- Feb 14, 2025: Shares held short 4.86M
- Feb 28, 2025: Shares held short 5.01M
- Mar 14, 2025: Shares held short 5.02M
- Mar 31, 2025: Shares held short 5.83M
- Apr 15, 2025: Shares held short 5.39M
- Apr 30, 2025: Shares held short 5.11M
- May 15, 2025: Shares held short 4.36M
- May 30, 2025: Shares held short 4.02M
- Jun 13, 2025: Shares held short 4.45M
- Jun 30, 2025: Shares held short 4.99M
- Jul 15, 2025: Shares held short 4.70M
- Jul 31, 2025: Shares held short 4.37M
- Aug 15, 2025: Shares held short 4.02M
- Aug 29, 2025: Shares held short 4.89M
- Sep 15, 2025: Shares held short 5.01M
- Sep 30, 2025: Shares held short 5.99M
- Oct 15, 2025: Shares held short 5.81M
- Oct 31, 2025: Shares held short 5.22M
- Nov 14, 2025: Shares held short 5.66M
- Nov 28, 2025: Shares held short 5.73M
- Dec 15, 2025: Shares held short 4.90M
- Dec 31, 2025: Shares held short 5.04M
- Jan 15, 2026: Shares held short 6.38M
- Jan 30, 2026: Shares held short 5.77M
- Feb 13, 2026: Shares held short 6.84M
- Feb 27, 2026: Shares held short 7.84M
- Mar 13, 2026: Shares held short 5.41M
- Mar 31, 2026: Shares held short 5.07M
- Apr 15, 2026: Shares held short 4.26M
- Apr 30, 2026: Shares held short 4.45M
- May 15, 2026: Shares held short 4.04M
- May 29, 2026: Shares held short 4.11M
- Jun 15, 2026: Shares held short 4.72M
- Jun 30, 2026: Shares held short 4.79M
- Jul 15, 2026: Shares held short 5.04M
- Jul 31, 2026: Shares held short 5.58M
- Aug 14, 2026: Shares held short 5.19M
- Aug 31, 2026: Shares held short 7.22M
- Sep 15, 2026: Shares held short 7.54M
- Sep 30, 2026: Shares held short 6.58M
- Oct 15, 2026: Shares held short 7.43M
As brokers report them to the regulator twice a month, mid-month and at month end, published about eight business days later. A short position is shares sold borrowed and not yet bought back. The share count is the one the company's market value is figured on, from its filings. Days to cover is the shares held short over the average daily volume of the weeks between two reports.
Short sales in daily trading41.7% of the shares in the last 14 sessions' reported trades were short sales.
In the last 14 sessions, 41.7% of the shares in the reported trades were short sales, against 38.1% in the 14 before.
- Last 14 sessionsOct 27, 2026 – Nov 13, 2026
- 41.7%
- The 14 beforeOct 7, 2026 – Oct 26, 2026
- 38.1%
- Change
- +3.6 pts
- Short sales a dayon average, of 673.5K shares
- 280.6K
- More than atof 3,649 US-listed companies, same days
- 24%
- Median of alleight in ten from 34.6% to 63.4%
- 50.1%
- Oct 7, 2026: Short sales 35%
- Oct 8, 2026: Short sales 32.1%
- Oct 9, 2026: Short sales 36.6%
- Oct 12, 2026: Short sales 38%
- Oct 13, 2026: Short sales 28.8%
- Oct 14, 2026: Short sales 48.2%
- Oct 15, 2026: Short sales 60.2%
- Oct 16, 2026: Short sales 43.8%
- Oct 19, 2026: Short sales 50.2%
- Oct 20, 2026: Short sales 33.2%
- Oct 21, 2026: Short sales 30.1%
- Oct 22, 2026: Short sales 36.8%
- Oct 23, 2026: Short sales 23.5%
- Oct 26, 2026: Short sales 47.1%
- Oct 27, 2026: Short sales 17.6%
- Oct 28, 2026: Short sales 28.1%
- Oct 29, 2026: Short sales 38.1%
- Oct 30, 2026: Short sales 53.3%
- Nov 2, 2026: Short sales 26.3%
- Nov 3, 2026: Short sales 20.5%
- Nov 4, 2026: Short sales 51.2%
- Nov 5, 2026: Short sales 52.1%
- Nov 6, 2026: Short sales 58%
- Nov 9, 2026: Short sales 41.7%
- Nov 10, 2026: Short sales 47.8%
- Nov 11, 2026: Short sales 44.2%
- Nov 12, 2026: Short sales 52.6%
- Nov 13, 2026: Short sales 46.1%
This is not the number of shares sold short today: it measures short sales within each day's trading, and only trades made off the exchanges. Much of it is market makers, who sell shares they do not have to fill buyers' orders and cover soon after, so for a heavily traded stock the share is often around half.
The ETFs that hold it
Which of the 269 US equity ETFs we track hold the stock, and at what weight, from the funds' N-PORT filings.
- VPUVanguard Utilities Index FundWeight in the fund0.76%
- IJHiShares Core S&P Mid-Cap ETFWeight in the fund0.30%
- SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETFWeight in the fund0.30%
- MDYState Street SPDR S&P MidCap 400SM ETF TrustWeight in the fund0.30%
- FDLFirst Trust Morningstar Dividend Leaders Index FundWeight in the fund0.26%
- VBRVanguard Small-Cap Value Index FundWeight in the fund0.23%
- HDViShares Core High Dividend ETFWeight in the fund0.19%
- VBVanguard Small-Cap Index FundWeight in the fund0.13%
- VXFVanguard Extended Market Index FundWeight in the fund0.13%
- IWSiShares Russell Mid-Cap Value ETFWeight in the fund0.11%
| ETF | Weight in the fund | Holdings as of |
|---|---|---|
| VPUVanguard Utilities Index Fund | 0.76% | Aug 31, 2026 |
| IJHiShares Core S&P Mid-Cap ETF | 0.30% | Jun 30, 2026 |
| SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 0.30% | Jun 30, 2026 |
| MDYState Street SPDR S&P MidCap 400SM ETF Trust | 0.30% | Jun 30, 2026 |
| FDLFirst Trust Morningstar Dividend Leaders Index Fund | 0.26% | Jun 30, 2026 |
| VBRVanguard Small-Cap Value Index Fund | 0.23% | Jun 30, 2026 |
| HDViShares Core High Dividend ETF | 0.19% | Jul 31, 2026 |
| VBVanguard Small-Cap Index Fund | 0.13% | Jun 30, 2026 |
| VXFVanguard Extended Market Index Fund | 0.13% | Jun 30, 2026 |
| IWSiShares Russell Mid-Cap Value ETF | 0.11% | Jun 30, 2026 |
30 of the 269 ETFs we track, not of every ETF on the market. The ten largest weights. Positions as each fund filed them in its latest N-PORT.
Institutional investors by quarter
Every manager that reports positions to the SEC (Form 13F), quarter by quarter: how many hold the stock, how many shares and dollars between them, and who entered, left, added or trimmed during the quarter.
- Q3 2025: Managers 680
- Q4 2025: Managers 694
- Q1 2026: Managers 700
- Q2 2026: Managers 698
Institutional investors by quarter
The fund managers holding WTRG, quarter by quarter, from Q1 2016 to Q2 2025, 38 more quarters
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Q2 2026: 698 managers held 224M shares, worth $8.6B. During the quarter 76 opened a position, 78 closed one, 247 added and 230 trimmed.
The largest holders, Q2 2026
- BlackRockIn the quarter+5.9%
- Vanguard Portfolio ManagementIn the quarter-0.9%
- State StreetIn the quarter+5.5%
- Vanguard Capital ManagementIn the quarter+1.0%
- Norges BankIn the quarter+61%
- Geode Capital ManagementIn the quarter+1.1%
- Nordea Investment Management AbIn the quarter-32%
- AmundiIn the quarter-4.5%
- Millennium Mgmt (Englander)In the quarter+2.2%
- AQR ArbitrageIn the quarter+23%
| Manager | Shares | In the quarter | Value |
|---|---|---|---|
| BlackRock | 33.43M | +5.9% | $1.3B |
| Vanguard Portfolio Management | 16.34M | -0.9% | $626M |
| State Street | 13.12M | +5.5% | $503M |
| Vanguard Capital Management | 12.78M | +1.0% | $490M |
| Norges Bank | 6.49M | +61% | $249M |
| Geode Capital Management | 5.28M | +1.1% | $202M |
| Nordea Investment Management Ab | 5.12M | -32% | $197M |
| Amundi | 4.33M | -4.5% | $166M |
| Millennium Mgmt (Englander) | 4.15M | +2.2% | $159M |
| AQR Arbitrage | 3.86M | +23% | $148M |
From the SEC's Form 13F data sets, Q3 2025 to Q2 2026: the long positions of every manager with more than $100 million under management, as filed up to 45 days after each quarter end. Short positions and options are not in them. Shares as reported each quarter, not adjusted for splits. The stock is matched by its CUSIP, through the SEC's fails-to-deliver files.
Pay against performance, the say-on-pay vote, buybacks by quarter and trading plans are read for S&P 500 companies only.
The full analysis
What do Essential Utilities's filings show?
Who buys and sells is one part of Essential Utilities's picture. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.
- A fair value range built from the filings
- Earnings quality, debt and red flags
- Insider and institutional moves
- The case for and the case against
Which well-known managers hold WTRG?
7 of the managers we track held the shares on Sep 30, 2026. The largest position was Millennium Mgmt (Englander)'s, worth $159M.
Is every insider transaction a purchase or a sale?
No. Many are part of their pay: share awards, option exercises and shares the company keeps for the tax. Only code P is a purchase with their own money, and code S a sale on the market.
Related pages
The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.
The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.