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WTRG in the 13F filings

Essential Utils Inc · CUSIP 29670G102

Sector · UtilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Aug 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 5 listed it in both
Shares listed
21,978,476
combined, among listed positions
Reported value
$844m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,748,256.

Managers listing WTRG in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Millennium Management LLC4,153,002$159m0.06%Added+90,52014 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC3,229,542$124m0.15%Added+140,91714 Aug 2026 (the filing on sec.gov)
Invesco Ltd2,401,088$92munder 0.1%Trimmed-1,868,55014 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP2,086,569$80munder 0.1%Added+804,56113 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC1,776,094$68munder 0.1%Added+618,69614 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,268,732$51munder 0.1%Added+360,74214 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC1,234,270$47munder 0.1%Trimmed-1,076,07914 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)968,932$37munder 0.1%Added+243,96013 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC810,036$31munder 0.1%Added+118,54314 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP633,877$24munder 0.1%Trimmed-854,66614 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC552,800$21m0.11%Added+476,74614 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC528,483$20m0.07%Added+503,90014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc489,451$19munder 0.1%Trimmed-1,043,52414 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.272,252$10munder 0.1%Trimmed-286,29714 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP237,937$9.1munder 0.1%Added+191,23713 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC235,283$9.0munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp168,187$6.4munder 0.1%Trimmed-1,217,70814 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP155,290$5.9m0.23%Added+143,07912 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP153,300$5.9munder 0.1%Added+78,37914 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd118,200$4.5munder 0.1%Trimmed-7,00014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP83,988$3.2munder 0.1%Trimmed-427,59714 Aug 2026 (the filing on sec.gov)
Man Group PLC80,000$3.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP77,551$3.0munder 0.1%Added+2,57814 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC65,412$2.5munder 0.1%Added+26,6992 Sep 2026 (the filing on sec.gov)
GAMCO Investors Inc60,603$2.3munder 0.1%Added+1,47612 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

02468202020212022202320252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WTRG by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20207$137mn.a.n.a.
Q2 20201$634kn.a.n.a.
Q3 20207$31mn.a.n.a.
Q4 20202$10mn.a.n.a.
Q1 20211$2.8mn.a.n.a.
Q3 20212$33mn.a.n.a.
Q4 20212$50mn.a.n.a.
Q1 20227$148mn.a.n.a.
Q2 20228$355mn.a.n.a.
Q3 20224$60mn.a.n.a.
Q4 20223$218mn.a.n.a.
Q1 20235$48mn.a.n.a.
Q2 20234$42mn.a.n.a.
Q3 20235$72mn.a.n.a.
Q4 20232$44m12
Q2 20241$5.8m10
Q3 20244$49m40
Q4 20242$19m11
Q1 20254$77m40
Q2 20254$119m40
Q3 20252$6.6m11
Q4 20251$4.8m169
Q1 20265$398m217
Q2 20267$412m2010

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WTRG and GEV →WTRG and XOM →WTRG and CVX →Choose a stock to compare with WTRG →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WTRG, latest filings →Back to the 13F Explorer →