Essential Utilities, Inc.

UNITED CAPITAL FINANCIAL ADVISORS, LLC WTRG

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

10,632

Value ($000)

408

Weight

0.0%

2020 Q1 - 2025 Q4 (23 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/17/2026	408	0.0%	10,632	12/31/2025
2025 Q3	11/14/2025	427	0.0%	10,708	9/30/2025
2025 Q2	8/11/2025	379	0.0%	10,210	6/30/2025
2025 Q1	5/13/2025	388	0.0%	9,816	3/31/2025
2024 Q4	2/13/2025	261	0.0%	7,198	12/31/2024
2024 Q3	11/12/2024	291	0.0%	7,545	9/30/2024
2024 Q2	8/14/2024	322	0.0%	8,628	6/30/2024
2024 Q1	5/15/2024	367	0.0%	9,898	3/31/2024
2023 Q4	2/14/2024	434	0.0%	11,625	12/31/2023
2023 Q2	8/14/2023	250	0.0%	6,260	6/30/2023
2023 Q1	8/15/2023	406	0.0%	9,306	3/31/2023
2022 Q4	2/15/2023	658	0.0%	13,787	12/31/2022
2022 Q3	11/14/2022	593	0.0%	14,333	9/30/2022
2022 Q2	8/11/2022	681	0.0%	14,863	6/30/2022
2022 Q1	5/16/2022	757	0.0%	14,796	3/31/2022
2021 Q4	2/14/2022	781	0.0%	14,548	12/31/2021
2021 Q3	11/15/2021	696	0.0%	15,108	9/30/2021
2021 Q2	8/13/2021	729	0.0%	15,961	6/30/2021
2021 Q1	5/14/2021	654	0.0%	14,604	3/31/2021
2020 Q4	2/17/2021	648	0.0%	13,697	12/31/2020
2020 Q3	11/13/2020	535	0.0%	13,289	9/30/2020
2020 Q2	8/13/2020	441	0.0%	10,444	6/30/2020
2020 Q1	8/11/2020	421	0.0%	10,340	3/31/2020