| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $9.0M | 0.01% | 235.28K | New | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $3.0M | 0.01% | 77.55K | +3.4% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Lisa McClain MI09 | 2 | 2 | +$0 | Sold Oct 31, 25 |
| Dan Newhouse WA04 | 1 | −$8.0K | Trimmed Apr 11, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Oct 31, 25 | Lisa McClain MI09 | Spouse | Sell | $1,001 - $15,000 | Nov 21, 25 (21d) | |
| Oct 30, 25 | Lisa McClain MI09 | Spouse | Buy | $1,001 - $15,000 | Nov 21, 25 (22d) | |
| Oct 30, 25 | Lisa McClain MI09 | Spouse | Sell | $1,001 - $15,000 | Nov 21, 25 (22d) | |
| Sep 25, 25 | Lisa McClain MI09 | Spouse | Buy | $1,001 - $15,000 | Oct 22, 25 (27d) | |
| Apr 11, 25 | Dan Newhouse WA04 | Spouse | Sell (part) | $1,001 - $15,000 | May 16, 25 (35d) |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 6, 2026 | Arnold Colleen FOfficer | Sale at price 39.55 per share. | 2.9K | $112.92K |
| Jun 22, 2026 | Bruner Christopher LDirector | Stock Award(Grant) at price 36.82 per share. | 3.7K | $134.98K |
| Jun 22, 2026 | Amato Elizabeth B.Director | Stock Award(Grant) at price 36.82 per share. | 3.7K | $134.98K |
| Jun 22, 2026 | Linde Tamara LouiseDirector | Stock Award(Grant) at price 36.82 per share. | 3.7K | $134.98K |
| Jun 22, 2026 | Hilferty Daniel J IiiDirector | Stock Award(Grant) at price 36.82 per share. | 3.7K | $134.98K |
| Jun 22, 2026 | Lewis Wilbert BryanDirector | Stock Award(Grant) at price 36.82 per share. | 3.7K | $134.98K |
| Jun 22, 2026 | Ciesinski David AlanDirector | Stock Award(Grant) at price 36.82 per share. | 3.7K | $134.98K |
| Feb 19, 2026 | Huwar MichaelOfficer | Stock Award(Grant) at price 0.00 per share. | 2.6K | — |
| Feb 19, 2026 | Huwar MichaelOfficer | Stock Award(Grant) at price 0.00 per share. | 2.6K | — |
| Feb 19, 2026 | Palmer Bradley JohnOfficer | Stock Award(Grant) at price 0.00 per share. | 246 | — |
| Feb 19, 2026 | Schuller Daniel JOfficer | Stock Award(Grant) at price 0.00 per share. | 6.7K | — |
| Feb 19, 2026 | Schuller Daniel JOfficer | Stock Award(Grant) at price 0.00 per share. | 6.7K | — |
| Feb 19, 2026 | Arnold Colleen FOfficer | Stock Award(Grant) at price 0.00 per share. | 2.7K | — |
| Feb 19, 2026 | Arnold Colleen FOfficer | Stock Award(Grant) at price 0.00 per share. | 2.7K | — |
| Feb 19, 2026 | Arnold Colleen FOfficer | Stock Award(Grant) at price 0.00 per share. | 2.7K | — |
| Feb 19, 2026 | Luning Christopher PaulGeneral Counsel | Stock Award(Grant) at price 0.00 per share. | 4.8K | — |
| Feb 19, 2026 | Luning Christopher PaulGeneral Counsel | Stock Award(Grant) at price 0.00 per share. | 4.8K | — |
| Feb 16, 2026 | Franklin Christopher HChief Executive Officer | Stock Award(Grant) at price 39.73 per share. | 10.1K | $400.00K |
| Feb 16, 2026 | Luning Christopher PaulGeneral Counsel | Stock Award(Grant) at price 39.73 per share. | 4.5K | $180.02K |
| Jan 22, 2026 | Huwar MichaelPresident | Stock Award(Grant) at price 0.00 per share. | 3.6K | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.1 | 3.0 | 0.8 | -5.1 | -3.4 | 3.8 | 4.0 | 3.3 | -4.8 | 0.6 | +2.8% | ||
| 2025 | -2.3 | 7.0 | 4.1 | 4.0 | -6.3 | -3.6 | -0.9 | 7.4 | 1.0 | -2.2 | 1.4 | -3.1 | +5.6% |
| 2024 | -4.0 | -3.0 | 6.5 | -1.3 | 3.1 | -1.1 | 8.9 | -4.1 | -1.1 | 0.1 | 3.7 | -9.3 | −2.8% |
| 2023 | -2.1 | -8.5 | 2.0 | -2.2 | -4.6 | -2.0 | 6.0 | -12.7 | -7.0 | -2.5 | 6.4 | 4.9 | −21.7% |
| 2022 | -9.2 | -3.3 | 8.5 | -12.5 | 3.4 | -0.9 | 13.3 | -5.4 | -15.8 | 6.9 | 9.1 | -1.1 | −11.1% |
| 2021 | -2.1 | -9.2 | 6.4 | 5.3 | 1.4 | -4.4 | 7.5 | 1.0 | -7.2 | 2.1 | 0.4 | 13.6 | +13.5% |
| 2020 | 10.7 | -17.2 | -5.4 | 2.7 | 4.7 | -3.5 | 7.4 | -6.3 | -5.3 | 2.4 | 9.9 | 4.4 | +0.7% |
| 2019 | 2.5 | 2.5 | 1.4 | 7.2 | 1.2 | 4.6 | 1.4 | 5.6 | 1.2 | 1.1 | -2.3 | 6.0 | +37.3% |
| 2018 | -7.7 | -5.6 | -0.4 | 3.2 | -1.3 | 1.4 | 5.0 | 0.6 | -0.8 | -11.8 | 5.4 | -0.3 | −12.8% |
| 2017 | 1.2 | 4.4 | 1.3 | 2.9 | -1.2 | 1.9 | 0.2 | 0.1 | -0.6 | 6.9 | 7.1 | 3.3 | +30.6% |
| 2016 | 5.8 | -3.0 | 4.1 | -0.5 | 2.1 | 10.4 | -2.9 | -12.2 | 0.2 | 0.7 | -3.2 | 1.0 | +0.8% |
| 2015 | 1.3 | -2.3 | -0.3 | 1.8 | -1.9 | -7.0 | 3.9 | -0.3 | 4.4 | 8.0 | 2.6 | 1.5 | +11.6% |
| 2014 | 1.5 | 5.2 | -0.5 | 0.1 | 1.2 | 3.3 | -9.3 | 5.2 | -5.9 | 11.3 | 1.5 | 0.5 | +13.2% |
| 2013 | 7.1 | 7.0 | 7.9 | 0.9 | -2.0 | 0.6 | 8.2 | -10.3 | 1.8 | 1.8 | -4.4 | -2.0 | +16.0% |
| 2012 | 0.0 | 0.7 | 0.4 | 1.9 | 1.7 | 8.1 | 2.7 | -2.5 | -1.0 | 2.5 | 0.6 | -0.5 | +15.3% |
| 2011 | 2.8 | -2.6 | 1.6 | -1.5 | 1.0 | -3.5 | -3.8 | 4.4 | -2.3 | 2.9 | -1.3 | 0.7 | −1.9% |
| 2010 | -5.3 | 3.2 | 2.6 | 4.3 | -4.8 | 1.3 | 10.2 | 2.0 | 2.6 | 5.5 | 0.1 | 4.3 | +28.4% |
| 2009 | 0.7 | -11.3 | 8.7 | -8.2 | -10.1 | 8.6 | 0.9 | -6.7 | 4.7 | -12.4 | 5.6 | 7.3 | −15.0% |
| 2008 | -6.0 | -4.4 | -1.4 | -1.9 | -7.3 | -6.5 | -0.8 | 15.4 | -2.8 | 1.2 | 20.5 | -5.1 | −2.9% |
| 2007 | -2.5 | 2.6 | -1.4 | -1.5 | 3.4 | -1.6 | -2.7 | 9.5 | -5.3 | 2.6 | -4.8 | -4.2 | −6.9% |
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, and natural gas services in the United States. The company operates through Regulated Water; and Regulated Natural Gas segments. It also provides utility service line protection solutions and repair services to households; gas marketing and production activities; and natural gas distribution services. The company serves approximately 5.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.
Buy / hold / sell counts