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Essential Utilities, Inc.

WTRG Utilities
$37.44 +$0.45 (1.22%)
Market Cap: $10.62 B
Gurus Holding
9
Popularity Rank
#685
% of Shares Held
1.63%
Net Activity (Q1 2026)
+$99.1 M

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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $172.65 M.

Top institutional holders include Paul Tudor Jones and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $99.1 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 194.6%. Conversely, Joel Greenblatt reduced exposure by 3.1%.

Key Holders

Top 5 by Value

$55.81 M
$46.61 M
$36.79 M
$30.15 M
$5.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$100.26 M
Total Buy Value
New Buys 4
Additions 4
-$1.17 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
8

FAQs for Essential Utilities, Inc. (WTRG)

Major holders include Paul Tudor Jones ($55.81 M), Cliff Asness ($46.61 M), Joel Greenblatt ($36.79 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.61 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $99.1 M, with 8 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited WTRG. The total reported sell value was $1.17 M.

Yes, 4 managers opened new positions in WTRG, and 4 increased their existing holdings. The total reported buy value was $100.26 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% New Buy 1,385,895 $55.81 M Q1 2026
0.02% Add 12.2% 1,157,398 $46.61 M Q1 2026
0.11% Reduce -3.1% 913,537 $36.79 M Q1 2026
0.08% New Buy 748,814 $30.15 M Q1 2026
0.04% Add 194.6% 133,752 $5.39 M Q1 2026
0.01% Add 2.8% 74,973 $3.02 M Q1 2026
0.00% New Buy 74,921 $3.02 M Q1 2026
0.55% New Buy 63,000 $2.54 M Q1 2026
0.02% Add 1.1% 59,127 $2.38 M Q1 2026
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SEC Form