Guru Ownership Trend
Guru Analysis for Essential Utilities, Inc. (WTRG)
Essential Utilities, Inc. (WTRG), a key player in the Utilities sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $88.34 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $30.33 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Cliff Asness reduced exposure by 35.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Essential Utilities, Inc. (WTRG)
Major holders include Cliff Asness ($39.56 M), Joel Greenblatt ($36.15 M), Ray Dalio ($2.8 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.15 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $30.33 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited WTRG. The total reported sell value was $37.08 M.
Yes, 2 managers opened new positions in WTRG, and 2 increased their existing holdings. The total reported buy value was $6.75 M.