WTRG — Essential Utilities, Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
9
all time
Members · 12m
1
1 buys · 2 sells · by trade date
Latest filing
11-21
2025-11-21
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
2
13F holders
513
top 500 listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 9Institutional 500

Congress · disclosure timeline

By trade date · 24 months · 5 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in WTRG

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing WTRG in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 member

Congressional disclosures

Newest filed firstAll 9 rows ↗
Latest congressional filings mentioning WTRG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-05-16Dan Newhouse R–WA-4SELL partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2023-02-24Michael Guest R–MS-3SELLTraded 01-11 +44d$1K–$15K
2020-07-10Susie Lee D–NV-3SELL JT (jointly owned)Traded 06-04 +36d$1K–$15K
2020-06-15Susie Lee D–NV-3BUY JT (jointly owned)Traded 04-27 LATE·49d$1K–$15K
2020-04-22Angus S. King, Jr. I–MESELL SP (spouse-owned)Traded 03-05 LATE·48d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of WTRG for quarter 2026-03-31, 1–25 of 513 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$1.3B1
derived ·§ EDGAR ↗
2VANGUARD PORTFOLIO MANAGEMENT LLC$664M1
derived ·§ EDGAR ↗
3VANGUARD CAPITAL MANAGEMENT LLC$510M1
derived ·§ EDGAR ↗
4STATE STREET CORP$501M1
derived ·§ EDGAR ↗
5NORDEA INVESTMENT MANAGEMENT AB$302M1
derived ·§ EDGAR ↗
6Amundi$183M1
derived ·§ EDGAR ↗
7Invesco Ltd.$172M1
derived ·§ EDGAR ↗
8MILLENNIUM MANAGEMENT LLC$164M1
derived ·§ EDGAR ↗
9Pictet Asset Management Holding SA$145M1
derived ·§ EDGAR ↗
10Legal & General Group Plc$137M1
derived ·§ EDGAR ↗
11Qube Research & Technologies Ltd$132M1
derived ·§ EDGAR ↗
12MORGAN STANLEY$130M1
derived ·§ EDGAR ↗
13NORTHERN TRUST CORP$129M1
derived ·§ EDGAR ↗
14AQR Arbitrage LLC$126M1
derived ·§ EDGAR ↗
15BALYASNY ASSET MANAGEMENT L.P.$124M1
derived ·§ EDGAR ↗
16DIMENSIONAL FUND ADVISORS LP$116M1
derived ·§ EDGAR ↗
17NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$94.8M1
derived ·§ EDGAR ↗
18JANE STREET GROUP, LLC$93.0M1
derived ·§ EDGAR ↗
19DUFF & PHELPS INVESTMENT MANAGEMENT CO$88.1M1
derived ·§ EDGAR ↗
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.0M1
derived ·§ EDGAR ↗
21FIL Ltd$78.6M1
derived ·§ EDGAR ↗
22FIRST TRUST ADVISORS LP$77.0M1
derived ·§ EDGAR ↗
23Empower Advisory Group, LLC$72.8M1
derived ·§ EDGAR ↗
24VANGUARD FIDUCIARY TRUST CO$70.9M1
derived ·§ EDGAR ↗
25Assenagon Asset Management S.A.$70.3M1
derived ·§ EDGAR ↗
Show the top 500 of 513 holders
Truncated by Public Filings. Top 500 of 513 holders shown; the rest are on EDGAR. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · WTRG

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $36.8M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · Essential Utilities Inc - US

Merged timeline of congressional filings and notable-manager moves on WTRG
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FNEW+1,385,895 sh
2026-05-15Bridgewater Associates 13FADD+2,064 sh
2026-05-15Gotham Asset Management 13FTRIM−28,940 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.