Jefferies Group's WTRG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 133,752 shares of Essential Utilities, Inc. (WTRG) worth $5.39 M, representing 0.04% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WTRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 88,352 shares. Largest reduction occurred in Q3 2025, reducing 59,683 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Essential Utilities (WTRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Essential Utilities (WTRG) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +88,352 | Add 194.61% | 133,752 | $40.27 |
| Q4 2025 | +9,848 | Add 27.70% | 45,400 | $38.36 |
| Q3 2025 | -59,683 | Reduce 62.67% | 35,552 | $39.90 |
| Q2 2025 | +59,033 | Add 163.07% | 95,235 | $37.14 |
| Q1 2025 | +36,202 | New Buy | 36,202 | $39.53 |
| Q2 2024 | -42,525 | Sold Out | 0 | $0.00 |
| Q1 2024 | +42,525 | New Buy | 42,525 | $37.05 |
| Q2 2023 | -18,400 | Sold Out | 0 | $0.00 |
| Q1 2023 | +18,400 | New Buy | 18,400 | $43.65 |
Jefferies Group's Essential Utilities Investment FAQs
Jefferies Group first purchased Essential Utilities, Inc. (WTRG) in Q1 2023, acquiring 18,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Essential Utilities, Inc. (WTRG) for 9 quarters since Q1 2023.
Jefferies Group's largest addition to Essential Utilities, Inc. (WTRG) was in Q1 2026, adding 133,752 shares worth $5.39 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 133,752 shares of Essential Utilities, Inc. (WTRG), valued at approximately $5.39 M.
As of the Q1 2026 filing, Essential Utilities, Inc. (WTRG) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Essential Utilities, Inc. (WTRG) was 133,752 shares, as reported at the end of Q1 2026.