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Vanguard Portfolio Management (WTRG) reports 5.83% ownership in Essential Utilities

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management reports beneficial ownership of 16,523,287 shares of Essential Utilities Inc common stock, representing 5.83% of the class. The filing states sole voting power over 33,936 shares and sole dispositive power over 16,523,287 shares. The filing is signed on 04/29/2026.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 16,523,287 shares Amount beneficially owned reported in Item 4
Percent of class 5.83% Percent of class reported in Item 4
Sole voting power 33,936 shares Number of shares with sole power to vote
Sole dispositive power 16,523,287 shares Number of shares with sole power to dispose
Signature date 04/29/2026 Date signature block executed
beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 16523287"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Essential Utilities Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act of 1940 regulatory
"a listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.





29670G102

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Portfolio Management report in Essential Utilities (WTRG)?

Vanguard Portfolio Management reports beneficial ownership of 16,523,287 shares, equal to 5.83% of Essential Utilities' common stock. The filing lists sole dispositive power over all 16,523,287 shares and sole voting power over 33,936 shares.

Does this Schedule 13G filing indicate Vanguard controls voting of the shares?

The filing shows Vanguard has sole voting power for 33,936 shares and sole dispositive power for 16,523,287 shares. It also explains holdings include shares held for Vanguard funds and managed client accounts.

When was the Schedule 13G signed and who signed it for Vanguard?

The Schedule 13G was signed on 04/29/2026 and the signature block names Ashley Grim, Head of Global Fund Administration, as the signing officer representing Vanguard Portfolio Management.

Does the filing identify any other person with >5% interest in these shares?

The filing states no other single person's interest exceeds 5%. It notes that the reported holdings include Vanguard funds and managed accounts and that no other known person has the right to receive dividends or proceeds exceeding 5%.