Essential Utilities Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WTRG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Jul 24	SellUS$87,661	Robert Rubin	Individual	2,342	US$37.43
01 Apr 24	SellUS$207,074	Robert Rubin	Individual	5,565	US$37.21
05 Mar 24	BuyUS$108,559	Elizabeth Amato	Individual	3,100	US$35.02
05 Mar 24	SellUS$226,060	Robert Rubin	Individual	6,350	US$35.60

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WTRG?
Owner Type	Number of Shares	Ownership Percentage
State or Government	238,978	0.087%
Individual Insiders	587,885	0.214%
General Public	55,406,416	20.2%
Institutions	218,377,313	79.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 58% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.4%	BlackRock, Inc.	31,168,058	US$1.1b	1.1%	0.02%
10.1%	The Vanguard Group, Inc.	27,815,879	US$1.0b	-0.02%	0.01%
7.89%	Canada Pension Plan Investment Board	21,661,095	US$787.6m	0%	0.64%
4.54%	State Street Global Advisors, Inc.	12,466,249	US$453.3m	-2.47%	0.02%
2.85%	Amundi Asset Management SAS	7,831,766	US$284.8m	4.69%	0.06%
2.13%	Nordea Investment Management, AB	5,839,048	US$212.3m	15.9%	0.14%
1.87%	Pictet Asset Management Limited	5,128,543	US$186.5m	5.63%	0.16%
1.57%	Geode Capital Management, LLC	4,305,976	US$156.6m	1.95%	0.01%
1.52%	Pictet Asset Management SA	4,185,927	US$152.2m	0%	0.28%
1.32%	Legal & General Investment Management Limited	3,628,571	US$131.9m	-0.76%	0.02%
1.18%	First Trust Advisors LP	3,246,030	US$118.0m	2.36%	0.1%
1.07%	UBS Asset Management AG	2,945,123	US$107.1m	13%	0.01%
1.07%	Invesco Capital Management LLC	2,940,914	US$106.9m	-17.9%	0.04%
0.99%	Northern Trust Global Investments	2,730,064	US$99.3m	-12.7%	0.01%
0.96%	FMR LLC	2,649,619	US$96.3m	-20.1%	0.01%
0.92%	Macquarie Group, Ltd., Banking & Securities Investments	2,535,074	US$92.2m	51%	0.47%
0.92%	Duff & Phelps Investment Management Co.	2,531,297	US$92.0m	4.16%	1.01%
0.91%	BNY Asset Management	2,509,386	US$91.2m	-7.35%	0.02%
0.77%	Norges Bank Investment Management	2,123,405	US$77.2m	0%	0.01%
0.74%	Tandem Investment Advisors Inc	2,034,497	US$74.0m	0.52%	2.97%
0.71%	Boston Trust Walden Company	1,962,692	US$71.4m	117%	0.49%
0.71%	Fidelity International Ltd	1,960,747	US$71.3m	68.2%	0.03%
0.68%	Charles Schwab Investment Management, Inc.	1,871,932	US$68.1m	8.66%	0.01%
0.59%	Morgan Stanley, Investment Banking and Brokerage Investments	1,613,376	US$58.7m	7.34%	0.01%
0.58%	Empower Advisory Group, LLC	1,585,475	US$57.6m	5.64%	0.2%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 09:02
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Essential Utilities, Inc. is covered by 26 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jacob Kilstein	Argus Research Company
Davis Sunderland	Baird
Benjamin Kallo	Baird