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Bridgewater Advisors’s Essential Utilities WTRG Stock Holding History

Bridgewater Advisors’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 		$2.06M Buy
54,792
+311
+0.6% +$11.9K 0.11% 93
2026
Q1 		$2.02M Sell
54,481
-123
-0.2% -$4.84K 0.12% 87
2025
Q4 		$2.09M Sell
54,604
-43
-0.1% -$1.69K 0.14% 82
2025
Q3 		$2.12M Buy
54,647
+224
+0.4% +$8.54K 0.15% 79
2025
Q2 		$1.99M Buy
54,423
+627
+1% +$24.4K 0.15% 78
2025
Q1 		$2.19M Buy
53,796
+6,462
+14% +$237K 0.19% 67
2024
Q4 		$1.61M Sell
47,334
-8
-0% -$310 0.17% 69
2024
Q3 		$1.82M Sell
47,342
-11
-0% -$432 0.19% 67
2024
Q2 		$1.92M Buy
47,353
+283
+0.6% +$10.5K 0.24% 61
2024
Q1 		$1.74M Buy
47,070
+6,743
+17% +$245K 0.26% 59
2023
Q4 		$1.51M Sell
40,327
-48
-0.1% -$1.68K 0.23% 63
2023
Q3 		$1.39M Buy
40,375
+48
+0.1% +$1.86K 0.22% 64
2023
Q2 		$1.61M Hold
40,327
– – 0.32% 56
2023
Q1 		$1.76M Buy
40,327
+8,969
+29% +$405K 0.38% 53
2022
Q4 		$1.5M Sell
31,358
-24
-0.1% -$1.09K 0.36% 58
2022
Q3 		$1.3M Buy
31,382
+13
+0% +$630 0.36% 57
2022
Q2 		$1.44M Sell
31,369
-11
-0% -$511 0.3% 57
2022
Q1 		$1.6M Buy
31,380
+1,935
+7% +$93.4K 0.39% 54
2021
Q4 		$1.58M Buy
+29,445
New +$1.43M 0.35% 60

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bridgewater Advisors's WTRG Position: Q2 2026 in Review

Bridgewater Advisors increased its Essential Utilities (WTRG) stake by 0.57% in Q2 2026, buying an estimated $11.9K and bringing the position to 54,792 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #93.

Bridgewater Advisors first reported a position in WTRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q1 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Bridgewater Advisors held 54,792 shares of Essential Utilities worth $2.06M as of Q2 2026.
  • Bridgewater Advisors bought 311 Essential Utilities shares in Q2 2026, an estimated $11.9K.
  • Essential Utilities made up 0.11% of Bridgewater Advisors's portfolio in Q2 2026, its #93 holding.
  • Bridgewater Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 19 quarters since.
  • Bridgewater Advisors's Essential Utilities position peaked at $2.19M in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.