WTRG at a glance
Essential Utilities Inc (WTRG, SEC CIK 78128) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as August 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Essential Utilities Inc (WTRG) reported revenue of $2.5 billion (up 18.6% from FY2024) and net income of $616.4 million. Diluted EPS was $2.20.
- As of June 30, 2026, 42 institutional investment managers tracked by SignalX reported holding Essential Utilities Inc (WTRG) shares worth $4.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Arnold Colleen on August 7, 2026 of 2,855 shares at $39.55 per share.
- In the last 90 days, WTRG insiders reported 0 open-market purchases ($0) and 1 open-market sale ($113K) on Form 4, a net sale of $113K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.5B
- +18.6% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$113K
- 13F holders
- 42 funds
- $4.2B · +3 vs prior quarter
- Latest 10-Q
- Aug 5, 2026
- Quarterly report
SignalX for WTRG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Arnold Colleen | Sell | Aug 7, 2026 | 2,855 | $39.55 |
| Linde Tamara Louise | A | Jun 23, 2026 | 3,666 | $36.82 |
| Bruner Christopher L | A | Jun 23, 2026 | 3,666 | $36.82 |
| Amato Elizabeth B | A | Jun 23, 2026 | 3,666 | $36.82 |
| Hilferty Daniel J III | A | Jun 23, 2026 | 3,666 | $36.82 |
| Ciesinski David Alan | A | Jun 23, 2026 | 3,666 | $36.82 |
| Lewis Wilbert Bryan | A | Jun 23, 2026 | 3,666 | $36.82 |
| Franklin Chris | A | Feb 22, 2026 | 25,332 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.1B | $2.1B | $2.5B |
| Operating Income | $692.1M | $757.7M | $921.0M |
| Net Income | $498.2M | $595.3M | $616.4M |
| Op. Margin | 33.7% | 36.3% | 37.2% |
| Net Margin | 24.3% | 28.5% | 24.9% |
| Balance Sheet | |||
| Total Assets | - | $18.0B | $19.5B |
| Equity | $5.9B | $6.2B | $6.9B |
| ROE | 8.4% | 9.6% | 9.0% |
| Per Share | |||
| EPS | $1.86 | $2.17 | $2.20 |
| Cash Flow | |||
| Operating CF | $933.6M | $770.3M | $1.0B |
Source: XBRL data in Essential Utilities Inc (WTRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WTRG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 42 | $4.23B |
| Q1 2026 | 39 | $4.37B |
| Q4 2025 | 32 | $4.20B |
| Q3 2025 | 34 | $4.72B |
| Q2 2025 | 35 | $3.86B |
| Q1 2025 | 30 | $2.59B |
| Q4 2024 | 25 | $2.22B |
| Q3 2024 | 22 | $1.06B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 259 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WTRG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 17, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | - | |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | May 15, 2026 | - | - | |
| 8-K | May 8, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | - | |
| 8-K | May 7, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | - | - |
| 8-K | Apr 22, 2026 | - | - | - |
| 8-K | Mar 25, 2026 | - | - | - |
| 8-K | Mar 9, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 10-K | Feb 26, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
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WTRG SEC filings: frequently asked questions
Are WTRG insiders buying or selling?
In the last 90 days, Essential Utilities Inc (WTRG) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $112,915 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WTRG stock?
As of June 30, 2026, the largest Essential Utilities Inc (WTRG) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), Vanguard Portfolio Management LLC ($626.0 million), State Street Corp ($502.6 million), Vanguard Capital Management LLC ($489.7 million), Millennium Management ($159.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WTRG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Essential Utilities Inc (WTRG) reported revenue of $2.5 billion (up 18.6% from FY2024) and net income of $616.4 million. Diluted EPS was $2.20. The figures come from the XBRL data in the 10-K.
What are the latest WTRG SEC filings?
Essential Utilities Inc (WTRG) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on August 11, 2026.
What is WTRG's SEC CIK number?
Essential Utilities Inc (WTRG)'s SEC Central Index Key (CIK) is 78128. EDGAR lists every WTRG filing under that number.
Ask anything about WTRG
The research agent reads WTRG's filings, financials, insider trades and 13F holders, then answers with sources.