Cliff Asness's WTRG Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.03 M shares of Essential Utilities, Inc. (WTRG) worth $39.56 M, representing 0.02% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in WTRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 873,990 shares. Largest reduction occurred in Q4 2025, reducing 560,420 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Essential Utilities (WTRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Essential Utilities (WTRG) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -560,420 | Reduce 35.21% | 1.03 M | $38.36 |
| Q3 2025 | +873,990 | Add 121.77% | 1.59 M | $39.39 |
| Q2 2025 | +642,277 | Add 851.39% | 717,716 | $36.98 |
| Q1 2025 | -171,143 | Reduce 69.41% | 75,439 | $39.42 |
| Q4 2024 | -58,298 | Reduce 19.12% | 246,582 | $36.32 |
| Q3 2024 | +178,709 | Add 141.64% | 304,880 | $38.27 |
| Q2 2024 | -30,818 | Reduce 19.63% | 126,171 | $37.27 |
| Q1 2024 | -81,299 | Reduce 34.12% | 156,989 | $36.71 |
| Q4 2023 | -78,459 | Reduce 24.77% | 238,288 | $37.35 |
| Q3 2023 | -90,274 | Reduce 22.18% | 316,747 | $34.33 |
| Q2 2023 | -82,332 | Reduce 16.82% | 407,021 | $39.60 |
| Q1 2023 | -56,323 | Reduce 10.32% | 489,353 | $43.42 |
| Q4 2022 | -75,710 | Reduce 12.18% | 545,676 | $47.73 |
| Q3 2022 | -26,439 | Reduce 4.08% | 621,386 | $41.38 |
| Q2 2022 | -26,764 | Reduce 3.97% | 647,825 | $45.51 |
| Q1 2022 | +485,637 | Add 257.02% | 674,589 | $51.13 |
| Q4 2021 | +88,750 | Add 88.57% | 188,952 | $53.62 |
| Q3 2021 | -115,889 | Reduce 53.63% | 100,202 | $46.08 |
| Q2 2021 | -129,376 | Reduce 37.45% | 216,091 | $45.70 |
| Q1 2021 | +22,786 | Add 7.06% | 345,467 | $44.35 |
| Q4 2020 | -164,142 | Reduce 33.72% | 322,681 | $46.52 |
| Q3 2020 | +310,826 | Add 176.61% | 486,823 | $39.79 |
| Q2 2020 | -85,942 | Reduce 32.81% | 175,997 | $41.87 |
| Q1 2020 | +261,939 | New Buy | 261,939 | $40.70 |
Cliff Asness's Essential Utilities Investment FAQs
Cliff Asness first purchased Essential Utilities, Inc. (WTRG) in Q1 2020, acquiring 261,939 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Essential Utilities, Inc. (WTRG) for 24 quarters since Q1 2020.
Cliff Asness's largest addition to Essential Utilities, Inc. (WTRG) was in Q3 2025, adding 1,591,706 shares worth $62.7 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,031,286 shares of Essential Utilities, Inc. (WTRG), valued at approximately $39.56 M.
As of the Q4 2025 filing, Essential Utilities, Inc. (WTRG) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Essential Utilities, Inc. (WTRG) was 1,591,706 shares, as reported at the end of Q3 2025.