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WTRG · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WTRGGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WTRG
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterWTRGGEV
Q2 20201 holders, $634knone listed holders, n.a.
Q3 20207 holders, $31mnone listed holders, n.a.
Q4 20202 holders, $10mnone listed holders, n.a.
Q1 20211 holders, $2.8mnone listed holders, n.a.
Q3 20212 holders, $33mnone listed holders, n.a.
Q4 20212 holders, $50mnone listed holders, n.a.
Q1 20227 holders, $148mnone listed holders, n.a.
Q2 20228 holders, $355mnone listed holders, n.a.
Q3 20224 holders, $60mnone listed holders, n.a.
Q4 20223 holders, $218mnone listed holders, n.a.
Q1 20235 holders, $48mnone listed holders, n.a.
Q2 20234 holders, $42mnone listed holders, n.a.
Q3 20235 holders, $72mnone listed holders, n.a.
Q4 20232 holders, $44mnone listed holders, n.a.
Q1 2024none listed holders, n.a.3 holders, $544m
Q2 20241 holders, $5.8m26 holders, $9.8bn
Q3 20244 holders, $49m31 holders, $11.9bn
Q4 20242 holders, $19m37 holders, $15.3bn
Q1 20254 holders, $77m36 holders, $14.8bn
Q2 20254 holders, $119m36 holders, $26.3bn
Q3 20252 holders, $6.6m35 holders, $29.5bn
Q4 20251 holders, $4.8m34 holders, $28.7bn
Q1 20265 holders, $398m31 holders, $36.7bn
Q2 20267 holders, $412m28 holders, $45.0bn
WTRG

Essential Utils Inc

Holders
4
Reported value
$77m
Buyers
4
Sellers
0

Breadth +4 among 95 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WTRG (2)

ExodusPoint Capital Management LP, Point72 Asset Management LP

Only GEV (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, and 9 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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