Ray Dalio's WTRG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 72,909 shares of Essential Utilities, Inc. (WTRG) worth $2.8 M, representing 0.01% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in WTRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 75,933 shares. Largest reduction occurred in Q1 2023, reducing 59,880 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Essential Utilities (WTRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Essential Utilities (WTRG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +72,909 | New Buy | 72,909 | $38.36 |
| Q4 2023 | -36,921 | Sold Out | 0 | $0.00 |
| Q3 2023 | -1,052 | Reduce 2.77% | 36,921 | $34.33 |
| Q2 2023 | -2,283 | Reduce 5.67% | 37,973 | $39.91 |
| Q1 2023 | -59,880 | Reduce 59.80% | 40,256 | $43.65 |
| Q4 2022 | +75,933 | Add 313.73% | 100,136 | $47.73 |
| Q3 2022 | -19,357 | Reduce 44.44% | 24,203 | $41.40 |
| Q2 2022 | +12,636 | Add 40.86% | 43,560 | $45.84 |
| Q1 2022 | +15,817 | Add 104.70% | 30,924 | $51.13 |
| Q4 2021 | +15,107 | New Buy | 15,107 | $53.68 |
| Q2 2020 | -6,679 | Sold Out | 0 | $0.00 |
| Q1 2020 | +6,679 | New Buy | 6,679 | $40.72 |
Ray Dalio's Essential Utilities Investment FAQs
Ray Dalio first purchased Essential Utilities, Inc. (WTRG) in Q1 2020, acquiring 6,679 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Essential Utilities, Inc. (WTRG) for 12 quarters since Q1 2020.
Ray Dalio's largest addition to Essential Utilities, Inc. (WTRG) was in Q4 2022, adding 100,136 shares worth $4.78 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 72,909 shares of Essential Utilities, Inc. (WTRG), valued at approximately $2.8 M.
As of the Q4 2025 filing, Essential Utilities, Inc. (WTRG) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Essential Utilities, Inc. (WTRG) was 100,136 shares, as reported at the end of Q4 2022.