D.E. Shaw & Co
WTRG icon

D.E. Shaw & Co’s Essential Utilities WTRG Stock Holding History

D.E. Shaw & Co’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 		$22.5M Buy
+558,549
New +$22M 0.01% 1078
2025
Q3 		– Sell
-23,421
Closed -$870K – 4972
2025
Q2 		$870K Buy
+23,421
New +$912K ﹤0.01% 3319
2024
Q4 		– Sell
-86,643
Closed -$3.34M – 4942
2024
Q3 		$3.34M Buy
+86,643
New +$3.41M ﹤0.01% 2293
2023
Q4 		– Sell
-121,152
Closed -$4.16M – 4657
2023
Q3 		$4.16M Sell
121,152
-22,868
-16% -$886K ﹤0.01% 1965
2023
Q2 		$5.75M Buy
+144,020
New +$6.04M 0.01% 1767
2022
Q4 		– Sell
-76,993
Closed -$3.19M – 5162
2022
Q3 		$3.19M Sell
76,993
-58,916
-43% -$2.85M ﹤0.01% 2571
2022
Q2 		$6.23M Sell
135,909
-29,538
-18% -$1.37M 0.01% 1871
2022
Q1 		$8.46M Buy
+165,447
New +$7.98M 0.01% 1756
2021
Q4 		– Sell
-14,326
Closed -$660K – 5748
2021
Q3 		$660K Buy
+14,326
New +$694K ﹤0.01% 3903
2020
Q4 		– Sell
-24,599
Closed -$990K – 4195
2020
Q3 		$990K Sell
24,599
-6,171
-20% -$265K ﹤0.01% 2866
2020
Q2 		$1.3M Buy
+30,770
New +$1.3M ﹤0.01% 2746
2019
Q4 		– Sell
-18,180
Closed -$819K – 4206
2019
Q3 		$815K Buy
+18,180
New +$780K ﹤0.01% 2933
2019
Q2 		– Sell
-103,077
Closed -$3.76M – 3905
2019
Q1 		$3.76M Sell
103,077
-11,733
-10% -$414K ﹤0.01% 1743
2018
Q4 		$3.92M Buy
114,810
+108,642
+1,761% +$3.77M 0.01% 1672
2018
Q3 		$228K Sell
6,168
-11,990
-66% -$444K ﹤0.01% 3492
2018
Q2 		$639K Buy
+18,158
New +$622K ﹤0.01% 2976
2014
Q1 		– Sell
-21,652
Closed -$511K – 4670
2013
Q4 		$511K Sell
21,652
-14,316
-40% -$349K ﹤0.01% 3720
2013
Q3 		$889K Buy
35,968
+12,697
+55% +$324K ﹤0.01% 3156
2013
Q2 		$583K Buy
+23,271
New +$591K ﹤0.01% 3126

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

D.E. Shaw & Co's WTRG Position: Q1 2026 in Review

D.E. Shaw & Co opened a new position in Essential Utilities (WTRG) in Q1 2026: 558,549 shares worth $22.5M. The stake represents 0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in WTRG as recently as Q2 2025.

D.E. Shaw & Co first reported a position in WTRG in Q2 2013 and has held it in 19 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • D.E. Shaw & Co held 558,549 shares of Essential Utilities worth $22.5M as of Q1 2026.
  • Essential Utilities was a new D.E. Shaw & Co position in Q1 2026.
  • Essential Utilities made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1078 holding.
  • D.E. Shaw & Co first reported a position in Essential Utilities in Q2 2013 and has held it in 19 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.