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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
24,726,732
combined, among listed positions
Reported value
$994m
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: 21 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,675,503.

Managers listing WTRG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Invesco Ltd4,269,638$172munder 0.1%Added+306,79712 May 2026 (the filing on sec.gov)
Millennium Management LLC4,062,482$164m0.07%Added+2,807,27015 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC3,088,625$124m0.16%Added+2,970,86815 May 2026 (the filing on sec.gov)
Jane Street Group LLC2,310,349$93munder 0.1%Trimmed-175,34412 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,532,975$62munder 0.1%Added+1,296,49615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,488,543$60munder 0.1%Trimmed-1,487,09315 May 2026 (the filing on sec.gov)
Tudor Investment Corp1,385,895$56m0.10%Newnew15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,282,008$52munder 0.1%Added+1,201,87914 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,157,398$47munder 0.1%Added+126,11215 May 2026 (the filing on sec.gov)
AllianceBernstein LP907,990$35munder 0.1%Added+254,59415 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)724,972$29munder 0.1%Added+439,28215 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC691,493$28munder 0.1%Added+189,46015 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.558,549$22munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP511,585$21munder 0.1%Added+10,37015 May 2026 (the filing on sec.gov)
Woodline Partners LP151,351$6.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd125,200$5.0munder 0.1%Added+111,73418 May 2026 (the filing on sec.gov)
Verition Fund Management LLC76,054$3.1munder 0.1%Trimmed-84,84515 May 2026 (the filing on sec.gov)
Bridgewater Associates LP74,973$3.0munder 0.1%Added+2,06415 May 2026 (the filing on sec.gov)
Point72 Asset Management LP74,921$3.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
GAMCO Investors Inc59,127$2.4munder 0.1%Added+64014 May 2026 (the filing on sec.gov)
Marshall Wace LLP46,700$1.9munder 0.1%Trimmed-18,28115 May 2026 (the filing on sec.gov)
Citadel Advisors LLC38,713$1.6munder 0.1%Trimmed-1,370,44715 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC35,986$1.4munder 0.1%Added+2,41727 Oct 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC24,583$990kunder 0.1%Added+17,03915 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP14,832$597kunder 0.1%Trimmed-3,87115 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (6)

Exited (0)

No exit shown by a manager’s own filing.

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 →