基本公用事業公司
US ˙ NYSE ˙ US29670G1022

SecurityWTRG / Essential Utilities, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership907,990 shares
Latest Disclosed Value $ 34,830,496
Alliancebernstein L.p. reports 38.96% increase in ownership of WTRG / Essential Utilities, Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 907,990 shares of Essential Utilities, Inc. (US:WTRG) valued at $36,564,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 653,396 shares of Essential Utilities, Inc.. This represents a change in shares of 38.96% during the quarter. The current value of the position is $33,368,632 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)
2026-05-15 2026-03-31 13F ESSENTIAL UTILS COM 29670G102 907,990 254,594 38.96 34,830 38.96 0.0113
2026-02-17 2025-12-31 13F ESSENTIAL UTILS COM 29670G102 653,396 162,044 32.98 25,064 27.85 0.0079
2025-11-14 2025-09-30 13F ESSENTIAL UTILS COM 29670G102 491,352 151,395 44.53 19,605 55.27 0.0062
2025-08-14 2025-06-30 13F ESSENTIAL UTILS COM 29670G102 339,957 1,375 0.41 12,626 -5.66 0.0041
2025-05-15 2025-03-31 13F ESSENTIAL UTILS COM 29670G102 338,582 -4,774 -1.39 13,384 7.33 0.0048
2025-02-12 2024-12-31 13F ESSENTIAL UTILS COM 29670G102 343,356 -58,141 -14.48 12,471 -19.47 0.0042
2024-11-14 2024-09-30 13F ESSENTIAL UTILS COM 29670G102 401,497 38,298 10.54 15,486 14.21 0.0052
2024-08-14 2024-06-30 13F ESSENTIAL UTILS COM 29670G102 363,199 -4,571 -1.24 13,558 -0.49 0.0047
2024-05-14 2024-03-31 13F ESSENTIAL UTILS COM 29670G102 367,770 -100,608 -21.48 13,626 -22.11 0.0048
2024-02-14 2023-12-31 13F ESSENTIAL UTILS COM 29670G102 468,378 20,099 4.48 17,494 13.67 0.0067
2023-11-14 2023-09-30 13F ESSENTIAL UTILS COM 29670G102 448,279 -52,187 -10.43 15,389 -22.95 0.0065
2023-08-15 2023-06-30 13F ESSENTIAL UTILS COM 29670G102 500,466 10,951 2.24 19,974 -6.52 0.0082
2023-05-15 2023-03-31 13F ESSENTIAL UTILS COM 29670G102 489,515 7,539 1.56 21,367 -7.12 0.0092
2023-02-15 2022-12-31 13F ESSENTIAL UTILS COM 29670G102 481,976 108,022 28.89 23,005 48.66 0.0104
2022-11-15 2022-09-30 13F ESSENTIAL UTILS COM 29670G102 373,954 -61,069 -14.04 15,474 -22.42 0.0075
2022-08-15 2022-06-30 13F ESSENTIAL UTILS COM 29670G102 435,023 -27,780 -6.00 19,946 -15.71 0.0091
2022-05-13 2022-03-31 13F ESSENTIAL UTILS COM 29670G102 462,803 -45,984 -9.04 23,663 -13.38 0.0091
2022-02-14 2021-12-31 13F ESSENTIAL UTILS COM 29670G102 508,787 12,540 2.53 27,317 19.46 0.0097
2021-11-10 2021-09-30 13F ESSENTIAL UTILS COM 29670G102 496,247 14,899 3.10 22,867 3.95 0.0090
2021-07-30 2021-06-30 13F ESSENTIAL UTILS COM 29670G102 481,348 4,992 1.05 21,998 3.19 0.0088
2021-05-06 2021-03-31 13F ESSENTIAL UTILS COM 29670G102 476,356 -1,053 -0.22 21,317 -5.58 0.0093
2021-02-08 2020-12-31 13F ESSENTIAL UTILS COM 29670G102 477,409 9,716 2.08 22,577 19.93 0.0107
2020-11-12 2020-09-30 13F ESSENTIAL UTILS COM 29670G102 467,693 -6,251 -1.32 18,825 -5.96 0.0101
2020-08-13 2020-06-30 13F ESSENTIAL UTILS COM 29670G102 473,944 -9,218 -1.91 20,019 1.80 0.0118
2020-05-14 2020-03-31 13F ESSENTIAL UTILS COM 29670G102 483,162 3,670 0.77 19,665 -12.63 0.0141
2020-02-18 2019-12-31 13F AQUA AMERICA COM 03836W103 479,492 -737,371 -60.60 22,507 -58.74 0.0128
2019-11-14 2019-09-30 13F AQUA AMERICA COM 03836W103 1,216,863 -28,121 -2.26 54,552 5.92 0.0340
2019-08-14 2019-06-30 13F AQUA AMERICA COM 03836W103 1,244,984 54,276 4.56 51,505 18.71 0.0320
2019-05-14 2019-03-31 13F AQUA AMERICA COM 03836W103 1,190,708 434,741 57.51 43,389 67.87 0.0282
2019-02-13 2018-12-31 13F AQUA AMERICA COM 03836W103 755,967 -498,851 -39.75 25,847 -44.18 0.0192
2018-11-08 2018-09-30 13F AQUA AMERICA COM 03836W103 1,254,818 -422,848 -25.20 46,303 -21.55 0.0302
2018-08-13 2018-06-30 13F AQUA AMERICA COM 03836W103 1,677,666 6,788 0.41 59,020 3.71 0.0411
2018-05-14 2018-03-31 13F AQUA AMERICA COM 03836W103 1,670,878 36,037 2.20 56,910 -11.27 0.0411
2018-02-13 2017-12-31 13F AQUA AMERICA COM 03836W103 1,634,841 1,471,060 898.19 64,135 1,079.82 0.0459
2017-11-13 2017-09-30 13F AQUA AMERICA COM 03836W103 163,781 -14,076 -7.91 5,436 -8.22 0.0041
2017-08-10 2017-06-30 13F AQUA AMERICA COM 03836W103 177,857 -17,399 -8.91 5,923 -5.64 0.0046
2017-05-11 2017-03-31 13F AQUA AMERICA COM 03836W103 195,256 -3,916 -1.97 6,277 4.91 0.0050
2017-02-13 2016-12-31 13F AQUA AMERICA COM 03836W103 199,172 -7,995 -3.86 5,983 -5.24 0.0050
2016-11-10 2016-09-30 13F AQUA AMERICA COM 03836W103 207,167 -1,087 -0.52 6,314 -14.97 0.0053
2016-08-11 2016-06-30 13F AQUA AMERICA COM 03836W103 208,254 -20 -0.01 7,426 12.06 0.0064
2016-05-13 2016-03-31 13F AQUA AMERICA COM 03836W103 208,274 8,615 4.31 6,627 11.38 0.0056
2016-02-16 2015-12-31 13F/A-1 AQUA AMERICA COM 03836W103 199,659 -5,939 -2.89 5,950 9.33 0.0051
2016-02-12 2015-12-31 13F AQUA AMERICA COM 03836W103 199,659 5,285
2015-11-13 2015-09-30 13F AQUA AMERICA COM 03836W103 205,598 -891 -0.43 5,442 7.61 0.0047
2015-08-14 2015-06-30 13F AQUA AMERICA COM 03836W103 206,489 11,831 6.08 5,057 -1.40 0.0042
2015-05-13 2015-03-31 13F AQUA AMERICA COM 03836W103 194,658 -6,890 -3.42 5,129 -4.68 0.0042
2015-02-13 2014-12-31 13F AQUA AMERICA COM 03836W103 201,548 15,460 8.31 5,381 22.88 0.0045
2014-11-13 2014-09-30 13F AQUA AMERICA COM 03836W103 186,088 764 0.41 4,379 -9.88 0.0037
2014-08-13 2014-06-30 13F AQUA AMERICA COM 03836W103 185,324 20,393 12.36 4,859 17.51 0.0041
2014-05-13 2014-03-31 13F AQUA AMERICA COM 03836W103 164,931 -7,533 -4.37 4,135 1.65 0.0036
2014-02-13 2013-12-31 13F AQUA AMERICA COM 03836W103 172,464 -2,200 -1.26 4,068 -5.81 0.0036
2013-11-14 2013-09-30 13F AQUA AMERICA COM 03836W103 174,664 64,460 58.49 4,319 25.26 0.0043
2013-08-13 2013-06-30 13F AQUA AMERICA COM 03836W103 110,204 110,204 3,448 0.0037
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.