Balyasny Asset Management’s Essential Utilities WTRG Stock Holding History

Balyasny Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124M	Buy	3,229,542 +140,917	+5%	+$5.38M	0.15%	154
2026 Q1	$124M	Buy	3,088,625 +2,970,868	+2,523%	+$117M	0.16%	131
2025 Q4	$4.52M	Buy	+117,757	New	+$4.63M	0.01%	1449
2025 Q3	–	Sell	-1,271,201	Closed	-$47.2M	–	3520
2025 Q2	$47.2M	Buy	1,271,201 +1,195,189	+1,572%	+$46.6M	0.07%	350
2025 Q1	$3M	Buy	+76,012	New	+$2.79M	0.01%	1498
2024 Q1	–	Sell	-7,104	Closed	-$265K	–	3185
2023 Q4	$265K	Sell	7,104 -565,704	-99%	-$19.7M	﹤0.01%	2215
2023 Q3	$19.7M	Buy	572,808 +501,124	+699%	+$19.4M	0.04%	572
2023 Q2	$2.86M	Buy	+71,684	New	+$3.01M	0.01%	1255
2022 Q4	–	Sell	-645,930	Closed	-$26.7M	–	3285
2022 Q3	$26.7M	Buy	+645,930	New	+$31.3M	0.08%	324
2022 Q2	–	Sell	-5,210	Closed	-$266K	–	3237
2022 Q1	$266K	Buy	+5,210	New	+$251K	﹤0.01%	1960
2021 Q4	–	Sell	-4,566	Closed	-$210K	–	2634
2021 Q3	$210K	Buy	+4,566	New	+$221K	﹤0.01%	1642
2021 Q2	–	Sell	-25,187	Closed	-$1.13M	–	2406
2021 Q1	$1.13M	Buy	+25,187	New	+$1.14M	0.01%	1205
2020 Q2	–	Sell	-83,413	Closed	-$3.4M	–	1531
2020 Q1	$3.4M	Buy	+83,413	New	+$3.94M	0.04%	496
2017 Q1	–	Sell	-8,083	Closed	-$243K	–	1815
2016 Q4	$243K	Buy	+8,083	New	+$241K	﹤0.01%	1250

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Balyasny Asset Management's WTRG Position: Q2 2026 in Review

Balyasny Asset Management increased its Essential Utilities (WTRG) stake by 4.6% in Q2 2026, buying an estimated $5.38M and bringing the position to 3,229,542 shares worth $124M. The position accounts for 0.15% of the portfolio, ranked #154.

Balyasny Asset Management first reported a position in WTRG in Q4 2016 and has held it in 14 quarters since. The position peaked at $124M in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Balyasny Asset Management held 3,229,542 shares of Essential Utilities worth $124M as of Q2 2026.
Balyasny Asset Management bought 140,917 Essential Utilities shares in Q2 2026, an estimated $5.38M.
Essential Utilities made up 0.15% of Balyasny Asset Management's portfolio in Q2 2026, its #154 holding.
Balyasny Asset Management first reported a position in Essential Utilities in Q4 2016 and has held it in 14 quarters since.
Balyasny Asset Management's Essential Utilities position peaked at $124M in Q1 2026.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.