Ray Dalio
WTRG icon

Ray Dalio’s Essential Utilities WTRG Stock Holding History

Ray Dalio’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 		$3.02M Buy
74,973
+2,064
+3% +$81.2K 0.01% 552
2025
Q4 		$2.8M Buy
+72,909
New +$2.87M 0.01% 692
2023
Q4 		– Sell
-36,921
Closed -$1.27M – 814
2023
Q3 		$1.27M Sell
36,921
-1,052
-3% -$40.8K 0.01% 574
2023
Q2 		$1.52M Sell
37,973
-2,283
-6% -$95.8K 0.01% 513
2023
Q1 		$1.76M Sell
40,256
-59,880
-60% -$2.7M 0.01% 482
2022
Q4 		$4.78M Buy
100,136
+75,933
+314% +$3.44M 0.03% 370
2022
Q3 		$1M Sell
24,203
-19,357
-44% -$938K 0.01% 699
2022
Q2 		$2M Buy
43,560
+12,636
+41% +$587K 0.01% 684
2022
Q1 		$1.58M Buy
30,924
+15,817
+105% +$763K 0.01% 725
2021
Q4 		$811K Buy
+15,107
New +$734K ﹤0.01% 609
2020
Q2 		– Sell
-6,679
Closed -$272K – 518
2020
Q1 		$272K Buy
+6,679
New +$315K 0.01% 352
2019
Q1 		– Sell
-23,818
Closed -$814K – 513
2018
Q4 		$814K Buy
+23,818
New +$826K 0.01% 359
2018
Q3 		– Sell
-10,143
Closed -$357K – 493
2018
Q2 		$357K Sell
10,143
-6,672
-40% -$229K ﹤0.01% 396
2018
Q1 		$573K Buy
+16,815
New +$585K 0.01% 367

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 $105B AUM 38.07% 1-Year Est. Return

Ray Dalio's WTRG Position: Q1 2026 in Review

Ray Dalio increased its Essential Utilities (WTRG) stake by 2.8% in Q1 2026, buying an estimated $81.2K and bringing the position to 74,973 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #552.

Ray Dalio first reported a position in WTRG in Q1 2018 and has held it in 14 quarters since. The position peaked at $4.78M in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Ray Dalio held 74,973 shares of Essential Utilities worth $3.02M as of Q1 2026.
  • Ray Dalio bought 2,064 Essential Utilities shares in Q1 2026, an estimated $81.2K.
  • Essential Utilities made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #552 holding.
  • Ray Dalio first reported a position in Essential Utilities in Q1 2018 and has held it in 14 quarters since.
  • Ray Dalio's Essential Utilities position peaked at $4.78M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.