InvestorLens

WTRG — ESSENTIAL UTILITIES INC - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying WTRG?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
39
Macro Tailwind
Macro conditions are mixed for this sector
57
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their WTRG position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 57/100 in a Contraction regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +4 tracked investors reported holding WTRG at their latest filing
  • +Macro Health is 57/100 in a Contraction regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About ESSENTIAL UTILITIES INC - US (WTRG)

ESSENTIAL UTILITIES INC - US (WTRG) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $159M. Across recent filings, tracked investors recorded 6 new positions, 2 increased, 3 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WTRG

53
/100
Mixed Activity
Added / Increased8
Reduced3
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track WTRG

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

WTRG Ownership Composition

How ESSENTIAL UTILITIES INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
95% of tracked value
Institutions
4
tracked investors
Total Reported
$171.4M
combined 13F value
Types2
  • Multi-Strategy / Quant94.5%
  • Macro5.5%
Multi-Strategy / Quant(2)
94.5%
Macro(2)
5.5%

Tracked investors currently reporting WTRG

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4.2M
    Value
    $159.1M
    % Portfolio
    0.06%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    74.7K
    Value
    $2.9M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    168.2K
    Value
    $6.4M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    77.6K
    Value
    $3M
    % Portfolio
    0.01%

Previously held WTRG

These investors reported WTRG in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management85.3K$3.4MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold WTRG?
4 tracked institutional investors disclosed a position in WTRG (ESSENTIAL UTILITIES INC - US) in their most recent 13F filing.
Who is the largest institutional holder of WTRG?
Izzy Englander, Millennium Management, holds the largest disclosed position in WTRG, valued at $159M.
Did institutional ownership of WTRG increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 2 increased, 3 reduced, and 4 fully exited WTRG.
Where does this WTRG ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.