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David Shaw’s Essential Utilities WTRG Stock Holding History

David Shaw’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
2020
Q2 		– Sell
-32,000
Closed -$1.3M – 4283
2020
Q1 		$1.3M Buy
+32,000
New +$1.51M ﹤0.01% 2522
2019
Q4 		– Sell
-56,900
Closed -$2.55M – 4207
2019
Q3 		$2.55M Buy
+56,900
New +$2.44M ﹤0.01% 2176
2014
Q1 		– Sell
-47,125
Closed -$1.11M – 4671
2013
Q4 		$1.11M Sell
47,125
-33,750
-42% -$823K ﹤0.01% 3071
2013
Q3 		$2M Buy
80,875
+11,375
+16% +$290K ﹤0.01% 2420
2013
Q2 		$1.74M Buy
+69,500
New +$1.76M ﹤0.01% 2261

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 $413B AUM 44.57% 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

David Shaw's WTRG Position: Q2 2026 in Review

David Shaw reduced its Essential Utilities (WTRG) stake by 51% in Q2 2026, selling an estimated $10.9M and leaving 272,252 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1777.

David Shaw first reported a position in WTRG in Q2 2013 and has held it in 20 quarters since. The position peaked at $22.5M in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • David Shaw held 272,252 shares of Essential Utilities worth $10.4M as of Q2 2026.
  • David Shaw sold 286,297 Essential Utilities shares in Q2 2026, an estimated $10.9M.
  • Essential Utilities made up 0.01% of David Shaw's portfolio in Q2 2026, its #1777 holding.
  • David Shaw first reported a position in Essential Utilities in Q2 2013 and has held it in 20 quarters since.
  • David Shaw's Essential Utilities position peaked at $22.5M in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.