Titelia

Fund shareholders of Essential Utilities Inc

ISIN US29670G1022 · United States · LEI 549300ILTEOF3E3QY357

Fund shareholders
346
Of which ETFs
99 247 other funds
Value held
≈ 3.2B $ 3.2B $ · 11.6M € · 3.9M SEK
Share of capital
28.9 % of 283.8M shares on Jul 27, 2026

346 funds hold this company. This table lists the 342 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 9,706,562371.9M $0.30 %3.42 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,003,658344.9M $0.02 %3.17 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 6,503,935249.2M $0.13 %2.29 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 4,120,544157.9M $0.23 %1.45 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 3,252,789124.6M $0.13 %1.15 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,989,365114.5M $0.54 %1.05 %as of Jun 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 1,970,41372.7M $0.69 %0.69 %as of May 31, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 1,733,28766.4M $4.46 %0.61 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,604,75563.9M $0.05 %0.57 %as of Jul 31, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 1,506,95960.1M $5.72 %0.53 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,467,51454.1M $0.13 %0.52 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 1,435,69255M $0.30 %0.51 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 1,420,89054.4M $0.62 %0.50 %as of Jun 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 1,250,00047.9M $0.63 %0.44 %as of Jun 30, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,212,99846.5M $0.42 %0.43 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,162,88844.6M $0.08 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,141,60945.5M $0.05 %0.40 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,072,96042.8M $0.08 %0.38 %as of Jul 31, 2026 ↗
FlexShares Morningstar Global Upstream Natural Resources Index Fund FlexShares Trust 992,01839.5M $0.55 %0.35 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 979,05939M $0.09 %0.35 %as of Jul 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 854,49432.7M $0.41 %0.30 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 766,22128.3M $0.19 %0.27 %as of May 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 735,66529.3M $3.53 %0.26 %as of Jul 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 710,39728.3M $0.19 %0.25 %as of Jul 31, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 672,15824.8M $1.48 %0.24 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 633,69124.3M $0.03 %0.22 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 622,87523.9M $0.60 %0.22 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 545,05921.7M $0.14 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 536,29019.8M $0.01 %0.19 %as of May 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 511,95818.9M $2.32 %0.18 %as of May 31, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 506,18319.4M $3.85 %0.18 %as of Jun 30, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 498,01719.1M $0.26 %0.18 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 478,14619.1M $0.10 %0.17 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 471,19318.1M $0.29 %0.17 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 451,53416.7M $0.30 %0.16 %as of May 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 439,75016.8M $0.96 %0.15 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 437,67316.8M $0.11 %0.15 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 435,59016.7M $0.62 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 431,42815.9M $0.01 %0.15 %as of May 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 407,41316.2M $0.70 %0.14 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 375,28514.4M $0.02 %0.13 %as of Jun 30, 2026 ↗
Fidelity Water Sustainability Fund Fidelity Summer Street Trust 369,01613.6M $8.48 %0.13 %as of May 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 353,39913.5M $0.29 %0.12 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 338,70012.5M $0.01 %0.12 %as of May 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 335,35913.4M $4.32 %0.12 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 303,40011.2M $0.02 %0.11 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 301,24312M $0.03 %0.11 %as of Jul 31, 2026 ↗
Boston Trust SMID Cap Fund Boston Trust Walden Funds 293,66311.3M $1.44 %0.10 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 289,55611.1M $0.30 %0.10 %as of Jun 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 255,38710.2M $0.70 %0.09 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 242,8229.3M $0.04 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 239,6918.8M $0.62 %0.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 234,9889.4M $0.02 %0.08 %as of Jul 31, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 232,1608.9M $1.58 %0.08 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 230,4158.5M $1.19 %0.08 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 230,3659.2M $0.01 %0.08 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 229,9438.8M $0.30 %0.08 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 219,6738.8M $0.02 %0.08 %as of Jul 31, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 210,4628.1M $0.56 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 207,6957.7M $0.30 %0.07 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 205,9368.2M $0.02 %0.07 %as of Jul 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 202,1197.5M $0.29 %0.07 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 199,0327.6M $0.02 %0.07 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 196,2507.5M $0.13 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 184,3377.1M $0.30 %0.06 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 183,4167M $0.02 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 178,3286.6M $0.03 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 172,1686.9M $0.02 %0.06 %as of Jul 31, 2026 ↗
NYLIM Epoch U.S. Equity Yield Fund NYLIM FUNDS TRUST 172,0836.9M $0.57 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 165,7186.1M $0.01 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 161,8636.2M $0.02 %0.06 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 155,0345.7M $0.24 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 154,0366.1M $0.02 %0.05 %as of Jul 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 153,5375.9M $0.08 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 153,3235.9M $0.01 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 142,2205.2M $0.03 %0.05 %as of May 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 138,0425.3M $0.71 %0.05 %as of Jun 30, 2026 ↗
Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST 137,6915.3M $1.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 136,2395.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 136,2385.2M $0.14 %0.05 %as of Jun 30, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST 134,8825.2M $0.55 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 131,5885M $0.30 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 130,7685M $0.30 %0.05 %as of Jun 30, 2026 ↗
NYLIM Epoch Global Equity Yield Fund NYLIM FUNDS TRUST 128,3595.1M $0.51 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 126,1074.7M $0.02 %0.04 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 124,4245M $0.24 %0.04 %as of Jul 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 118,1274.4M $0.50 %0.04 %as of May 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 117,5984.5M $0.23 %0.04 %as of Jun 30, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 115,2604.6M $1.56 %0.04 %as of Jul 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 112,3004.5M $0.87 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 111,8804.5M $0.03 %0.04 %as of Jul 31, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 110,2544.4M $2.21 %0.04 %as of Jul 31, 2026 ↗
Boston Trust Asset Management Fund Boston Trust Walden Funds 110,0004.2M $0.82 %0.04 %as of Jun 30, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 108,6784.3M $0.14 %0.04 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 108,4394.3M $0.32 %0.04 %as of Jul 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 105,6024M $0.72 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 104,6394.2M $0.16 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 102,9604.1M $0.31 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 101,1994M $0.03 %0.04 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 100,5153.9M $0.30 %0.04 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - Water Pictet Asset Management (Europe) S.A. 1.25 %as of Sep 30, 2025 ↗
Amundi - KBI Aqua Amundi Asset Management 1.09 %as of Mar 31, 2026 ↗
BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg 0.93 %as of Dec 31, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.04 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Fidelity Water Sustainability Fund Fidelity Summer Street Trust 8.48 %as of May 31, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 5.72 %as of Jul 31, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 4.59 %as of May 31, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 4.46 %as of Jun 30, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 4.33 %as of May 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 4.32 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 3.85 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3.53 %as of Jul 31, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 3.06 %as of Jun 30, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 2.91 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3332-1982,106,536+1.0 %
2026Q2351-1981,310,569-1.4 %
2026Q1370-3282,438,734-5.3 %
2025Q4402+2187,015,094+7.3 %
2025Q3381+581,086,625+3.7 %
2025Q2376-578,224,620-1.8 %
2025Q1381+579,692,806+7.1 %
2024Q4376-274,420,293-16.9 %
2024Q3378-789,511,586+0.1 %
2024Q2385-889,432,843+25.0 %
2024Q1393+1371,568,745+0.4 %
2023Q438071,296,331

Institutional managers

682 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.31,569,4051.3B $as of Mar 31, 2026
STATE STREET CORP12,431,482500.6M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB7,486,456301.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,224,043210.4M $as of Mar 31, 2026
Amundi4,539,553182.8M $as of Mar 31, 2026
Invesco Ltd.4,269,638171.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC4,062,482163.6M $as of Mar 31, 2026
Pictet Asset Management Holding SA3,605,451145.2M $as of Mar 31, 2026
Legal & General Group Plc3,408,848137.3M $as of Mar 31, 2026
Qube Research & Technologies Ltd3,278,684132M $as of Mar 31, 2026
MORGAN STANLEY3,219,049129.6M $as of Mar 31, 2026
NORTHERN TRUST CORP3,201,847128.9M $as of Mar 31, 2026
AQR Arbitrage LLC3,137,219126.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.3,088,625124.4M $as of Mar 31, 2026
ANTIPODES PARTNERS Ltd3,018,815121.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,881,490116M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,839,278114.3M $as of Mar 31, 2026
Bank of New York Mellon Corp2,523,064101.6M $as of Mar 31, 2026
Boston Trust Walden Corp2,481,44899.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,353,60594.8M $as of Mar 31, 2026
JANE STREET GROUP, LLC2,310,34993M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,191,97990M $as of Mar 31, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO2,188,78488.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,985,83180M $as of Mar 31, 2026
FIL Ltd1,952,78278.6M $as of Mar 31, 2026

Funds holding the debt of Essential Utilities Inc

186 funds declare 431 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND864.1M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND351.6M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND738.2M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND329.7M $as of May 31, 2026
Baird Short-Term Bond Fund125.5M $as of Jun 30, 2026
Baird Aggregate Bond Fund223.1M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF1019.2M $as of May 31, 2026
Baird Ultra Short Bond Fund118.4M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND118.3M $as of Jul 31, 2026
Bridge Builder Core Bond Fund317.1M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF310M $as of May 31, 2026
Transamerica Short-Term Bond19.9M $as of Jul 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF108.5M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF38M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF37.9M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF67.7M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND27.3M $as of Jun 30, 2026
Baird Core Plus Bond Fund17M $as of Jun 30, 2026
DoubleLine Low Duration Bond Fund26.7M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF26.4M $as of Jun 30, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND35.8M $as of May 31, 2026
Invesco BulletShares 2027 Corporate Bond ETF15.1M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24.9M $as of Jun 30, 2026
Nuveen Bond Index Fund94.5M $as of Jun 30, 2026
iShares Core Universal USD Bond ETF104.5M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Essential Utilities Inc". https://titelia.com/en/stocks/essential-utilities-inc-US29670G1022