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Dmitry Balyasny’s Essential Utilities WTRG Stock Holding History

Dmitry Balyasny’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 		$124M Buy
3,229,542
+140,917
+5% +$5.38M 0.15% 154
2026
Q1 		$124M Buy
3,088,625
+2,970,868
+2,523% +$117M 0.16% 131
2025
Q4 		$4.52M Buy
+117,757
New +$4.63M 0.01% 1449
2025
Q3 		– Sell
-1,271,201
Closed -$47.2M – 3520
2025
Q2 		$47.2M Buy
1,271,201
+1,195,189
+1,572% +$46.6M 0.07% 350
2025
Q1 		$3M Buy
+76,012
New +$2.79M 0.01% 1498
2024
Q1 		– Sell
-7,104
Closed -$265K – 3185
2023
Q4 		$265K Sell
7,104
-565,704
-99% -$19.7M ﹤0.01% 2215
2023
Q3 		$19.7M Buy
572,808
+501,124
+699% +$19.4M 0.04% 572
2023
Q2 		$2.86M Buy
+71,684
New +$3.01M 0.01% 1255
2022
Q4 		– Sell
-645,930
Closed -$26.7M – 3285
2022
Q3 		$26.7M Buy
+645,930
New +$31.3M 0.08% 324
2022
Q2 		– Sell
-5,210
Closed -$266K – 3237
2022
Q1 		$266K Buy
+5,210
New +$251K ﹤0.01% 1960
2021
Q4 		– Sell
-4,566
Closed -$210K – 2634
2021
Q3 		$210K Buy
+4,566
New +$221K ﹤0.01% 1642
2021
Q2 		– Sell
-25,187
Closed -$1.13M – 2406
2021
Q1 		$1.13M Buy
+25,187
New +$1.14M 0.01% 1205
2020
Q2 		– Sell
-83,413
Closed -$3.4M – 1531
2020
Q1 		$3.4M Buy
+83,413
New +$3.94M 0.04% 496
2017
Q1 		– Sell
-8,083
Closed -$243K – 1815
2016
Q4 		$243K Buy
+8,083
New +$241K ﹤0.01% 1250

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

Dmitry Balyasny's WTRG Position: Q2 2026 in Review

Dmitry Balyasny increased its Essential Utilities (WTRG) stake by 4.6% in Q2 2026, buying an estimated $5.38M and bringing the position to 3,229,542 shares worth $124M. The position accounts for 0.15% of the portfolio, ranked #154.

Dmitry Balyasny first reported a position in WTRG in Q4 2016 and has held it in 14 quarters since. The position peaked at $124M in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Dmitry Balyasny held 3,229,542 shares of Essential Utilities worth $124M as of Q2 2026.
  • Dmitry Balyasny bought 140,917 Essential Utilities shares in Q2 2026, an estimated $5.38M.
  • Essential Utilities made up 0.15% of Dmitry Balyasny's portfolio in Q2 2026, its #154 holding.
  • Dmitry Balyasny first reported a position in Essential Utilities in Q4 2016 and has held it in 14 quarters since.
  • Dmitry Balyasny's Essential Utilities position peaked at $124M in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.