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The company

Essential Utilities, Inc.

WTRG · NYSE

UtilitiesGas & Water UtilitiesAbove a falling average

WTRG stood above a rising 150-day average in 24 of the last 52 weekly readings, and has been out of that trend for the last 4 weeks. It is 2.8% above that average now. Gas & Water Utilities: 13% of its 16 stocks in an uptrend (−44 points in four weeks); Utilities: 11% (−7 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 4
Industry in uptrend
13% -44 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$226K
Officials’ trades on record
10
Institutions holding
650 (-1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 24 of 52 weeks.

20 Apr – 19 Oct
12%40%67%Apr 26Jun 26Jul 26Sep 26Oct 26

Gas & Water Utilities: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Utilities: Few of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$292K$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

10 disclosed lines: House 9, Senate 1, executive 0; 5 people.

WhoDidAmountTraded
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k31 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k30 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k30 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k25 Sep 2025filed 23 Oct 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k25 Sep 2025filed 22 Oct 2025
Dan Newhouse House: U.S. House ClerkWA04soldspouse$1k–$15k11 Apr 2025filed 16 May 2025
Michael Guest House: U.S. House ClerkMS03sold$1k–$15k11 Jan 2023filed 24 Feb 2023
Susie Lee House: U.S. House ClerkNV03sold$1k–$15k4 Jun 2020filed 10 Jul 2020
Susie Lee House: U.S. House ClerkNV03bought$1k–$15k27 Apr 2020filed 15 Jun 2020
Angus S. King, Jr. Senate: U.S. Senate eFDSenatorsoldspouse$1k–$15k5 Mar 2020filed 22 Apr 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months1
Buyers · sellers0 · 1
WhoDidSharesTraded
Colleen ArnoldPresident - Aquasold2,855at $39.557 Aug 2026filed 11 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders650-1 on the quarter
New · exited77 · 79
Reported value$8.4B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202633,433,285$1.3B+1,863,880+5.9%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 202616,340,786$626.0M-148,565−0.9%
STATE STREET CORPadded · filed 7 Aug 202613,119,170$502.6M+687,688+5.5%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202612,782,196$489.7M+120,517+1.0%
NORGES BANKnew · filed 12 Aug 20266,489,675$248.6M+6,489,675
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20265,279,933$202.3M+55,890+1.1%
NORDEA INVESTMENT MANAGEMENT ABreduced · filed 5 Aug 20265,119,221$197.0M-2,367,235−31.6%
Amundireduced · filed 11 Aug 20264,333,385$166.0M-206,168−4.5%
MILLENNIUM MANAGEMENT LLCadded · filed 14 Aug 20264,153,002$159.1M+90,520+2.2%
AQR Arbitrage LLCadded · filed 14 Aug 20263,858,057$147.8M+720,838+23.0%
31 Mar 2023 – 30 Jun 2026
502574645Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Colleen Arnold Company insiderPresident - Aqua · last 7 Aug 20260 · 2
Christopher L. Bruner Company insiderDirector · last 23 Jun 20260 · 0
Daniel J. Hilferty III Company insiderDirector · last 23 Jun 20264 · 0
David Alan Ciesinski Company insiderDirector · last 23 Jun 20260 · 0
Elizabeth B. Amato Company insiderDirector · last 23 Jun 20261 · 0
Tamara Louise Linde Company insiderDirector · last 23 Jun 20260 · 0
Wilbert Bryan Lewis Company insiderDirector · last 23 Jun 20260 · 0
Bradley John Palmer Company insiderChief Accounting Officer · last 22 Feb 20260 · 0
Chris Franklin Company insiderChief Executive Officer · last 22 Feb 20263 · 17
Christopher Paul Luning Company insiderEVP, General Counsel · last 22 Feb 20260 · 5
Daniel Schuller Company insiderExecutive Vice President · last 22 Feb 20262 · 1
Michael Huwar Company insiderPresident - Peoples · last 22 Feb 20260 · 0

Same industry

UGI UgiAbove a falling average+5%
GWRS Global Water ResourcesAbove a falling average+2%
AWK American Water Works CompanyAbove a falling average+1%
PCYO Pure CycleSetting up-1%
CDZI CadizSetting up-2%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202537.2%
Return on capital employedFY 2025 · to 31 Dec 20254.9%
Cash conversionFY 2025 · to 31 Dec 2025164%
Debt to equityFY 2025 · to 31 Dec 20251.19×
Interest coverFY 2025 · to 31 Dec 20252.80×
Share count trendFY 2025 · to 19 Feb 20260.9%
Cash and equivalentsFY 2025 · to 31 Dec 2025$34.8M

Analyst forecasts

No analyst forecasts yet.