What is the 13F Pro Quality Score for WTRG?

13F Pro ranks Essential Utilities, Inc. (WTRG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WTRG's current score at https://13fpro.ai/company/WTRG (free sign-up required for the full ranking).

Which hedge funds own the most WTRG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of WTRG include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/WTRG as soon as new 13F filings post.

Where does 13F Pro source WTRG data?

All Essential Utilities, Inc. fundamentals and ownership data come directly from SEC EDGAR. Essential Utilities, Inc. files with the SEC under CIK 78128. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WTRG in?

Essential Utilities, Inc. (WTRG) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

What drives WTRG's revenue?

Per Essential Utilities, Inc.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Regulated Water ($357.5M, +7.6% YoY); Regulated Natural Gas ($169.3M, -4.5% YoY); Other and eliminations ($4.0M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WTRG.

What are WTRG's largest expenses?

Essential Utilities, Inc.'s latest 10-Q reports these as the largest expense items: Operations and maintenance ($153.6M, +3.5% YoY); Depreciation and amortization ($113.3M, +9.4% YoY); Purchased gas ($46.2M, -18.6% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is WTRG research updated on 13F Pro?

WTRG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Essential Utilities, Inc.(WTRG)Stock Analysis

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SEC EDGAR: CIK 78128 WTRG stock profile & AI dashboard →

13F Pro Quality Score

68.1/100

Rank #332 of 2,961 stocksTOP 25%

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

74.4/100

Profitability

74.8/100

Balance Sheet

58.9/100

Earnings Quality

27.2/100

Free Cash Flow

90.7/100

Institutional Flow

69.8/100

Revenue Scale

67.0/100

Dilution Risk

74.4/100

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Why WTRG Scores 68/100

exact factor attribution · 2026-09-11

WTRG's composite is driven by free cash flow and revenue growth, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.1 pts

91th pct

Revenue growth

+4.9 pts

74th pct

Profitability

+3.7 pts

75th pct

Scale

+2.5 pts

67th pct

Shareholder dilution

+1.2 pts

74th pct

Institutional flow

+1.0 pts

70th pct

Capital efficiency

+0.9 pts

59th pct

Earnings growth

-0.0 pts

50th pct

Earnings quality

-2.3 pts

27th pct

Latest change (2026-08-05): 71 → 65 · ↓ Revenue growth 65→49; ↓ Earnings growth 49→40

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WTRG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Essential Utilities, Inc. (WTRG), a Utilities sector company. 13F Pro's AI-powered ranking engine scores WTRG at 68.1/100 on a 32-signal composite quality model, placing it at rank #332 of 2,961 stocks — the top 25% of the AI-ranked universe. WTRG scores in the top quartile across free cash flow (90.7). Areas of concern include earnings quality (27.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Essential Utilities, Inc. reports quarterly revenue of $530.9M, net income of $105.7M, an operating margin of 36.4%. Top institutional holders of WTRG by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. WTRG trades on the NYSE exchange and files with the SEC under CIK 78128. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WTRG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Essential Utilities, Inc. directly from SEC EDGAR. Essential Utilities, Inc.'s 13F Pro composite quality score has ranged between 62 and 76 since 2021, currently 68.1 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Essential Utilities, Inc.

Quirks, history, and lore behind WTRG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. regulated utility company · listed on the NYSE · headquartered in Pennsylvania · serves customers across multiple states.
2
The Numbers
Annual revenue in the low single-digit billions, with a customer base of roughly 5 million people — making it one of the largest publicly traded water and wastewater utilities in the U.S.
3
The History
Its roots trace back to 19th-century Pennsylvania water works; the modern company took shape through decades of acquisitions and rebranded under its current name around 2020.
4
The Secret
It doesn't just deliver water — it also operates a significant natural gas distribution business, making it a rare dual-utility straddling two very different pipes.
5
The Lore
The company's old identity was tied to a single state, but a major Peoples Natural Gas acquisition transformed it into a multi-state operator and prompted the rebrand to something more… essential.
6
The Giveaway
Its ticker is WTRG — a subtle nod to its water utility heritage — and its very name promises that what it delivers is, well, not optional.

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What's Driving WTRG's Business? Latest 10-Q Breakdown

✓ 48/48 datapoints verified

AI-extracted from Essential Utilities, Inc.'s 10-Q filed 2026-08-05 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue rose 3.1% to $530.9M on $25.3M of Regulated Water growth, but net income slipped to $105.7M as Regulated Natural Gas segment income fell to $4.2M.

Biggest Revenue Drivers

Regulated Water$357.5M+7.6% YoY

Water and wastewater rate increases of $15,928, volume increase of $6,116, and $2,328 from acquisitions and organic growth

Regulated Natural Gas$169.3M-4.5% YoY

Lower purchased gas costs of $9,194 and lower volumes delivered of $9,051 on warmer weather, offset by $11,816 higher rates and surcharges

Biggest Revenue Drivers

Total revenue: $530.9M+3.1% YoY

Regulated Water$357.5M+7.6% YoY

Water and wastewater rate increases of $15,928, volume increase of $6,116, and $2,328 from acquisitions and organic growth

Within Regulated Water

Water revenues$291.3M

Largest customer-class component; residential water revenues were $200,006

Regulated Natural Gas$169.3M-4.5% YoY

Lower purchased gas costs of $9,194 and lower volumes delivered of $9,051 on warmer weather, offset by $11,816 higher rates and surcharges

Within Regulated Natural Gas

Gas transportation & storage$42.2M

Transporting gas through Company pipelines at approved rates for customers buying gas from other producers or marketers

Other and eliminations$4.0M

Non-regulated gas and water operations plus intersegment eliminations

Largest Expense Items

Operations and maintenance$153.6M+3.5% YoY

Employee-related costs up $5,864, production costs up $2,296, pre-merger expenses of $1,191, offset by a $4,926 insurance expense decrease

Depreciation and amortization$113.3M+9.4% YoY

Continued capital expenditures to expand and improve utility facilities and acquisitions of new water and wastewater systems

Purchased gas$46.2M-18.6% YoY

Average cost of gas down $2,847 and lower gas usage of $7,687; passed through to customers with an offsetting revenue impact

Taxes other than income taxes$24.5M+17.2% YoY

Prior-year $2,709 favorable sales and use tax accrual adjustment in the gas segment did not recur

Margins: Operating income rose to $193,273 from $185,271. Purchased gas fell to 8.7% of revenue from 11.0%, but depreciation rose to 21.3% from 20.1% and net income margin fell to 19.9% from 20.9%.

Watch Items from the Filing

Regulated Natural Gas segment net income fell to $4,162 from $17,516 as warmer weather cut heating degree days to 485 from 514 (6% warmer) in Pittsburgh.
Pending merger with American Water at 0.305 exchange ratio; closing estimated by end of Q1 2027, still awaiting several utility commission approvals; $60,000 advisor fee payable.
Interest expense rose 11.4% to $89,111; long-term debt carrying amount is $8,516,167 versus estimated fair value of $7,549,667.
Pennsylvania gas subsidiary filed for roughly $163,000 of additional annual revenue; other pending cases include $29,149 in Texas and $26,501 in Illinois.
PFAS MDL proceeds of $10,234 received in Q2 2026; $12,259 held as regulatory liability and $44,581 in deferred credits pending commission treatment.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$530.9M

Net Income

Q2 2026

$105.7M

Operating Margin

Q2 2026

36.4%

ROIC

Q2 2026

5.0%

D/E Ratio

Q2 2026

1.21

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+18.6% YoY

$2.47BFY 2025

FY22 $2.29BFY23 $2.05BFY24 $2.09BFY25 $2.47B

Net Income

+3.5% YoY

$616.4MFY 2025

FY22 $465.2MFY23 $498.2MFY24 $595.3MFY25 $616.4M

Operating Income

+21.6% YoY

$921.0MFY 2025

FY22 $661.2MFY23 $692.1MFY24 $757.7MFY25 $921.0M

EPS (Diluted)

+1.4% YoY

$2.20FY 2025

FY22 $1.77FY23 $1.86FY24 $2.17FY25 $2.20

Total Assets

+8.0% YoY

$19.46BFY 2025

FY22 $15.72BFY23 $16.84BFY24 $18.03BFY25 $19.46B

Total Debt

+11.9% YoY

$15.87BFY 2025

FY22 $6.82BFY23 $6.89BFY24 $14.18BFY25 $15.87B

Op. Cash Flow

+31.2% YoY

$1.01BFY 2025

FY22 $600.3MFY23 $933.6MFY24 $770.3MFY25 $1.01B

Free Cash Flow

-1.4% YoY

$-2.12BFY 2025

FY22 —FY23 $-1.64BFY24 $-2.09BFY25 $-2.12B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.47B +18.6%	$2.09B +1.6%	$2.05B -10.2%	$2.29B +21.8%	$1.88B +28.4%	$1.46B
Net Income	$616.4M +3.5%	$595.3M +19.5%	$498.2M +7.1%	$465.2M +7.8%	$431.6M +51.5%	$284.8M
Operating Income	$921.0M +21.6%	$757.7M +9.5%	$692.1M +4.7%	$661.2M +9.7%	$602.7M +38.7%	$434.7M
EPS (Diluted)	$2.20 +1.4%	$2.17 +16.7%	$1.86 +5.1%	$1.77 +6.0%	$1.67 +49.1%	$1.12
Total Assets	$19.46B +8.0%	$18.03B +7.0%	$16.84B +7.1%	$15.72B +7.2%	$14.66B +7.0%	$13.71B
Total Debt	$15.87B +11.9%	$14.18B +105.7%	$6.89B +1.1%	$6.82B +12.1%	$6.08B +6.4%	$5.71B
Operating Cash Flow	$1.01B +31.2%	$770.3M -17.5%	$933.6M +55.5%	$600.3M -6.9%	$644.7M +26.9%	$508.0M
Free Cash Flow	$-2.12B -1.4%	$-2.09B -27.1%	$-1.64B	—	—	—

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Available Research

13F Pro tracks comprehensive data for Essential Utilities, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WTRG

BlackRock, Inc.
$1.3B33,433,285 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$626.0M16,340,786 sh
STATE STREET CORP
$502.6M13,119,170 sh
VANGUARD CAPITAL MANAGEMENT LLC
$489.7M12,782,196 sh
NORGES BANK
$248.6M6,489,675 sh
GEODE CAPITAL MANAGEMENT, LLC
$202.3M5,279,933 sh
NORDEA INVESTMENT MANAGEMENT AB
$197.0M5,119,221 sh
Amundi
$166.0M4,333,385 sh
MILLENNIUM MANAGEMENT LLC
$159.1M4,153,002 sh
AQR Arbitrage LLC
$147.8M3,858,057 sh

Fund	Value	Shares
BlackRock, Inc.	$1.3B	33,433,285
VANGUARD PORTFOLIO MANAGEMENT LLC	$626.0M	16,340,786
STATE STREET CORP	$502.6M	13,119,170
VANGUARD CAPITAL MANAGEMENT LLC	$489.7M	12,782,196
NORGES BANK	$248.6M	6,489,675
GEODE CAPITAL MANAGEMENT, LLC	$202.3M	5,279,933
NORDEA INVESTMENT MANAGEMENT AB	$197.0M	5,119,221
Amundi	$166.0M	4,333,385
MILLENNIUM MANAGEMENT LLC	$159.1M	4,153,002
AQR Arbitrage LLC	$147.8M	3,858,057

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Is WTRG a good stock to buy?

13F Pro's AI-powered analysis of Essential Utilities, Inc. (WTRG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WTRG are available on the WTRG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WTRG is classified as a large company.

Which hedge funds own WTRG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WTRG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Essential Utilities, Inc.'s investment landscape.