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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-49,000
Closed -$1.99M 4282
2020
Q1
$1.99M Hold
49,000
﹤0.01% 2174
2019
Q4
$2.3M Buy
+49,000
New +$2.21M ﹤0.01% 2350
2013
Q4
Sell
-21,125
Closed -$522K 4742
2013
Q3
$522K Buy
21,125
+12,500
+145% +$319K ﹤0.01% 3551
2013
Q2
$216K Buy
+8,625
New +$219K ﹤0.01% 3723

Other funds holding WTRG

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.