Essential Utilities Inc (WTRG) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $850.4M

WTRG ranks #783 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

700 institutions disclose a position in WTRG, but none treat it as a major bet — even Nexpoint Asset Management, L.p., its most concentrated holder, allocates just 4.6% of its own portfolio to it.

Ridgewood Investments LLC has added to its WTRG position for two straight quarters, increasing it by $542.0K to reach $971.5K today.

Toth Financial Advisory CORP has trimmed its WTRG position for two straight quarters, cutting it by $1.2M while still holding $4.1M.

WTRG is up 1.3% today, and institutions have been net buyers of $850.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

WTRG posted net income of $554.9M over the trailing twelve months, and currently trades at a P/E of 20.6.

• Profitable — net income of $554.9M over the trailing twelve months
• Revenue grew 9.9% year over year
• Net income declined year over year, from $645.8M to $554.9M
• Generated $1.0B in positive operating cash flow
• Current ratio of 0.80x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting