Essential Utilities, Inc.

CAPTRUST FINANCIAL ADVISORS WTRG

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

30,051

Value ($000)

1,153

Weight

0.0%

2020 Q1 - 2025 Q4 (24 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	1,153	0.0%	30,051	12/31/2025
2025 Q3	11/19/2025	1,211	0.0%	30,344	9/30/2025
2025 Q2	8/15/2025	864	0.0%	23,256	6/30/2025
2025 Q1	5/15/2025	949	0.0%	24,010	3/31/2025
2024 Q4	2/14/2025	997	0.0%	27,451	12/31/2024
2024 Q3	11/14/2024	694	0.0%	17,981	9/30/2024
2024 Q2	8/15/2024	468	0.0%	12,549	6/30/2024
2024 Q1	5/15/2024	418	0.0%	11,274	3/31/2024
2023 Q4	2/14/2024	442	0.0%	11,845	12/31/2023
2023 Q3	11/15/2023	253	0.0%	7,367	9/30/2023
2023 Q2	8/15/2023	291	0.0%	7,297	6/30/2023
2023 Q1	5/15/2023	269	0.0%	6,163	3/31/2023
2022 Q4	2/15/2023	415	0.0%	8,694	12/31/2022
2022 Q3	11/16/2022	348	0.0%	8,420	9/30/2022
2022 Q2	8/23/2022	371	0.0%	8,085	6/30/2022
2022 Q1	5/16/2022	297	0.0%	5,806	3/31/2022
2021 Q4	2/14/2022	369	0.0%	6,875	12/31/2021
2021 Q3	11/16/2021	305	0.0%	6,618	9/30/2021
2021 Q2	8/16/2021	337	0.0%	7,378	6/30/2021
2021 Q1	5/17/2021	443	0.0%	9,897	3/31/2021
2020 Q4	2/16/2021	427	0.0%	9,024	12/31/2020
2020 Q3	11/17/2020	299	0.0%	7,311	9/30/2020
2020 Q2	8/14/2020	323	0.0%	7,457	6/30/2020
2020 Q1	5/15/2020	271	0.0%	7,013	3/31/2020