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
Boston Trust Equity Fund Boston Trust Walden Funds 100,0003.8M $1.57 %0.04 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 98,5913.8M $0.30 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 98,4393.8M $0.12 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 98,2203.8M $0.29 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 95,5903.8M $0.03 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 93,3493.6M $0.29 %0.03 %as of Jun 30, 2026 ↗
NYLIM Income Builder Fund NYLIM FUNDS 92,4943.7M $0.31 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 89,9943.6M $0.02 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 86,8433.5M $0.04 %0.03 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 85,2703.4M $0.13 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 83,1383.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 79,2973M $0.30 %0.03 %as of Jun 30, 2026 ↗
Boston Trust Midcap Fund Boston Trust Walden Funds 78,0613M $1.77 %0.03 %as of Jun 30, 2026 ↗
Boston Trust Walden Midcap Fund Boston Trust Walden Funds 77,9953M $1.92 %0.03 %as of Jun 30, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 76,2502.9M $0.48 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 73,8272.8M $0.01 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 72,3602.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 69,6312.7M $0.28 %0.02 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 69,2002.7M $0.00 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 64,0502.6M $0.02 %0.02 %as of Jul 31, 2026 ↗
Transamerica Sustainable Equity Income TRANSAMERICA FUNDS 63,5912.5M $1.16 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 63,3532.3M $0.02 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 62,9842.4M $0.30 %0.02 %as of Jun 30, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 62,3522.3M $0.58 %0.02 %as of May 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 60,5322.3M $0.28 %0.02 %as of Jun 30, 2026 ↗
EQ/Invesco Global Real Assets EQ Advisors Trust 60,3682.3M $0.98 %0.02 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 60,2852.4M $0.02 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 59,7832.3M $0.32 %0.02 %as of Jun 30, 2026 ↗
Boston Trust Walden Equity Fund Boston Trust Walden Funds 58,4502.2M $1.01 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 57,3912.3M $0.08 %0.02 %as of Jul 31, 2026 ↗
First Trust Indxx Global Natural Resources Income ETF First Trust Exchange-Traded Fund II 54,9102.1M $1.73 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 52,9362M $0.11 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 52,1382M $0.09 %0.02 %as of Jun 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 52,1302M $0.29 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 51,9432.1M $0.08 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 50,1832M $0.15 %0.02 %as of Jul 31, 2026 ↗
NYLIM VP Income Builder Portfolio NYLIM VP FUNDS TRUST 48,4201.9M $0.30 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 46,3271.7M $0.02 %0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 46,0791.8M $0.01 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 44,5431.8M $0.27 %0.02 %as of Jul 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 42,6571.7M $0.03 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 42,5371.6M $0.12 %0.01 %as of May 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 42,5051.6M $0.30 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 42,2781.7M $0.26 %0.01 %as of Jul 31, 2026 ↗
MP 63 Fund MP63 FUND INC 42,1001.6M $1.55 %0.01 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 42,0621.6M $0.02 %0.01 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 41,1011.6M $0.32 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 40,3611.6M $0.23 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 40,0441.5M $0.13 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 38,9191.4M $0.18 %0.01 %as of May 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 38,3801.5M $0.32 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 37,8861.5M $0.30 %0.01 %as of Jun 30, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 37,6911.5M $2.91 %0.01 %as of Jul 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 36,8671.4M $0.34 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 36,6281.4M $0.02 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 35,5591.3M $0.31 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 35,5201.4M $0.16 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 35,1561.4M $0.04 %0.01 %as of Jul 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,0541.3M $0.27 %0.01 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 34,3501.3M $2.28 %0.01 %as of Jun 30, 2026 ↗
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 34,2831.4M $0.32 %0.01 %as of Jul 31, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 33,6291.3M $0.41 %0.01 %as of Jul 31, 2026 ↗
Shelton Sustainable Equity Fund SHELTON FUNDS 33,4001.2M $1.73 %0.01 %as of May 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32,8131.3M $0.41 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 32,7131.3M $0.16 %0.01 %as of Jul 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 31,8781.2M $0.43 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 31,6231.3M $0.13 %0.01 %as of Jul 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 31,3201.2M $0.32 %0.01 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 30,3351.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 30,0431.2M $0.12 %0.01 %as of Jun 30, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 29,6111.1M $4.59 %0.01 %as of May 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 29,2321.1M $0.09 %0.01 %as of May 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 26,2201M $0.36 %0.01 %as of Jul 31, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 26,1171M $0.10 %0.01 %as of Jun 30, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 26,028997.1K $1.07 %0.01 %as of Jun 30, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 25,3901M $2.59 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 25,107961.8K $0.19 %0.01 %as of Jun 30, 2026 ↗
Tortoise Global Water ETF Tortoise Capital Series Trust 23,864880.3K $1.67 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,453865.2K $0.01 %0.01 %as of May 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 23,301892.7K $0.27 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 23,140886.5K $0.05 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 23,130853.3K $0.02 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 22,895877.1K $0.15 %0.01 %as of Jun 30, 2026 ↗
ProShares DJ Brookfield Global Infrastructure ETF ProShares Trust 22,672836.4K $0.48 %0.01 %as of May 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 22,598865.7K $0.06 %0.01 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 22,434827.6K $0.11 %0.01 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 21,822869.6K $0.04 %0.01 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 21,808835.5K $0.08 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 21,567826.2K $0.20 %0.01 %as of Jun 30, 2026 ↗
Boston Trust Walden Balanced Fund Boston Trust Walden Funds 21,500823.7K $0.58 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 20,884800.1K $0.29 %0.01 %as of Jun 30, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 20,707763.9K $4.33 %0.01 %as of May 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 20,484784.7K $0.42 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,139762.7K $0.16 %0.01 %as of Jul 31, 2026 ↗
Blueprint Chesapeake Multi-asset Trend ETF Tidal Trust II 18,273700K $0.41 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 18,224726.2K $0.26 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 17,916686.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 17,742679.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 17,581700.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 17,308663.1K $0.04 %0.01 %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