Jeremy Grantham's WTRG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 748,814 shares of Essential Utilities, Inc. (WTRG) worth $30.15 M, representing 0.08% of the portfolio. First purchased in 2021-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in WTRG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 748,814 shares. Largest reduction occurred in Q3 2025, reducing 18,930 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Essential Utilities (WTRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Essential Utilities (WTRG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +748,814 | New Buy | 748,814 | $40.27 |
| Q3 2025 | -18,930 | Sold Out | 0 | $0.00 |
| Q2 2025 | +267 | Add 1.43% | 18,930 | $37.14 |
| Q1 2025 | +18,663 | New Buy | 18,663 | $39.53 |
| Q2 2021 | -13,416 | Sold Out | 0 | $0.00 |
| Q1 2021 | +13,416 | New Buy | 13,416 | $44.72 |
Jeremy Grantham's Essential Utilities Investment FAQs
Jeremy Grantham first purchased Essential Utilities, Inc. (WTRG) in Q1 2021, acquiring 13,416 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Essential Utilities, Inc. (WTRG) for 6 quarters since Q1 2021.
Jeremy Grantham's largest addition to Essential Utilities, Inc. (WTRG) was in Q1 2026, adding 748,814 shares worth $30.15 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 748,814 shares of Essential Utilities, Inc. (WTRG), valued at approximately $30.15 M.
As of the Q1 2026 filing, Essential Utilities, Inc. (WTRG) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Essential Utilities, Inc. (WTRG) was 748,814 shares, as reported at the end of Q1 2026.