Essential Utilities, Inc.· WTRG

🇺🇸 US · LargeSP400NYSE

UtilitiesRegulated WaterWebsite

Price: $39.56
Day: +2.01%
Mkt Cap: $11.22B
52W Range: $36.11 – $42.37
Volume: 1.99M
Beta: 0.63

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Essential Utilities, Inc.

WTRG|Utilities|Regulated Water

Current price: $40

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

No insider activity recorded in Q3 2026.

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership76.5%

13F share flow+0.8%

Investors holding700

+406 adding-338 reducing

313

248

New 93Inc 313Red 248Closed 90

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$1.3B

-7.5%

STATE STREET CORP

$500.6M

-9.6%

NORDEA INVESTMENT MANAGEMENT AB

$301.9M

-1.2%

GEODE CAPITAL MANAGEMENT, LLC

$210.4M

+0.4%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting156

Total shares held34.9M

Share flow-34.4%

42 buying30 selling

Buying 42Unchanged 85Selling 30

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

2.4M

0.91%

-83.7K

VANGUARD WORLD FUND

2.0M

0.70%

+66.2K

SCHWAB STRATEGIC TRUST

1.5M

0.49%

+18.0K

WisdomTree Trust

743.9K

0.02%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore WTRG on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WTRG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-12

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 2.9/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for WTRG

Net insider share flow by quarter (C-suite & director purchases minus sales)

No Data

No recent insider signal

Most recent insider filing was Q1 2025.

Notable Recent Transactions, WTRG

Top 8 highest-value recent insider trades

Franklin Chris

Officer

Sell

44,183 shares at $50.00

Aug 5, 2021$2.21M

Franklin Chris

Director

Sell

44,183 shares at $50.00

Aug 5, 2021$2.21M

Franklin Chris

Officer

Sell

34,001.33 shares at $45.78

Nov 9, 2020$1.56M

Franklin Chris

Officer

Buy

37,245 shares at $40.70

Mar 8, 2023$1.52M

Franklin Chris

Officer

Sell

21,869 shares at $46.50

Aug 7, 2020$1.02M

Franklin Chris

Officer

Buy

25,421.23 shares at $32.86

Nov 14, 2018$835.34K

Franklin Chris

Officer

Buy

25,421.23 shares at $32.86

Nov 14, 2018$835.34K

Luning Christopher Paul

Officer

Sell

12,112 shares at $44.00

Mar 2, 2020$532.93K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for WTRG

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

76.5% institutional ownership

Slight accumulation: 406 adding vs 338 reducing

13F shares decreased by 4.2%, a notable change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+138 growing-530 shrinkingNet: -392

118

445

New (20)

Increased (118)

Reduced (85)

Closed (445)

Top Institutional Holders, WTRG

Largest 8 institutional positions by ownership percentage as of Q2 2026

PICTET ASSET MANAGEMENT HOLDING SA

2.5M

$96.7M

Ownership

0.89%

-30.0%

BOSTON TRUST WALDEN CORP

2.5M

$94.4M

Ownership

0.87%

-0.7%

DUFF & PHELPS INVESTMENT MANAGEMENT CO

2.1M

$78.7M

Ownership

0.73%

-7.2%

CITIGROUP INC

1.5M

$57.6M

Ownership

0.53%

+70.9%

PRINCIPAL FINANCIAL GROUP INC

644.0K

$24.7M

Ownership

0.23%

+2.0%

AEGON ASSET MANAGEMENT UK PLC

603.5K

$23.1M

Ownership

0.21%

-3.1%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

456.1K

$17.5M

Ownership

0.16%

-9.4%

NEW YORK STATE COMMON RETIREMENT FUND

394.6K

$15.1M

Ownership

0.14%

-5.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 157 ETFs and mutual funds reporting

42 buying30 sellingNet: +12

Buying (42)

Unchanged (85)

Selling (30)

Bullish Signal

Funds accumulating in Q2 2026

157 ETFs and mutual funds reporting

42 buying vs 30 selling (balanced)

Top Fund Holders, WTRG

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

2.4M

Weight

0.91%

Decreased

VANGUARD WORLD FUND

2.0M

Weight

0.70%

Increased

SCHWAB STRATEGIC TRUST

1.5M

Weight

0.49%

Increased

WisdomTree Trust

743.9K

Weight

0.02%

No change

PROSHARES TRUST

706.0K

Weight

0.49%

Increased

Invesco Exchange-Traded Fund Trust II

334.1K

Weight

0.10%

Decreased

JPMORGAN TRUST II

264.1K

Weight

0.01%

No change

MainStay CBRE Global Infrastructure Megatrends Fund

229.0K

Weight

13.33%

Decreased

Essential Utilities, Inc.· WTRG

Holdings Analysis

Insider Trading Activity

1.3Transaction History40Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings107Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History40Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings107Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights