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WTRG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Bridgewater Advisors's WTRG Position: Q1 2026 in Review

Bridgewater Advisors reduced its Essential Utilities (WTRG) stake by 0.23% in Q1 2026, selling an estimated $4.84K and leaving 54,481 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #87.

Bridgewater Advisors first reported a position in WTRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q1 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Bridgewater Advisors held 54,481 shares of Essential Utilities worth $2.02M as of Q1 2026.
  • Bridgewater Advisors sold 123 Essential Utilities shares in Q1 2026, an estimated $4.84K.
  • Essential Utilities made up 0.12% of Bridgewater Advisors's portfolio in Q1 2026, its #87 holding.
  • Bridgewater Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 18 quarters since.
  • Bridgewater Advisors's Essential Utilities position peaked at $2.19M in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.