WTRG β€” ESSENTIAL UTILS INC

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in ESSENTIAL UTILS INC (WTRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.02% (2021 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— WTRG AI Analytics

πŸ“‰ RENAISSANCE TECHNOLOGIES LLC underperformed the S&P 500 by –72.2% annually on this WTRG position. Timing score: 57% (4/7 decisions correct). Average cost basis: $40.21. Maximum drawdown during holding period: –23.2%.

πŸ“ˆ Position Alpha vs SPY
-72.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 72.2% ann.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$40.21
-2.5% vs current ($39.19)

Best entry: $34.34 (2020 Q1)  Β·  Worst: $45.10 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–23.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

5 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WTRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 305,317 +172,848 +130.5% 0.02% $12.2M $39.19
2025 Q2 REDUCED 132,469 -98,921 -42.8% 0.01% $4.9M $36.16
2022 Q3 REDUCED 231,390 -4,227 -1.8% 0.01% $9.6M $36.94
2022 Q2 ADDED 235,617 +163,917 +228.6% 0.01% $10.8M $40.70
2022 Q1 ADDED 71,700 +48,000 +202.5% 0.00% $3.7M $45.10
2021 Q4 REDUCED 23,700 -292,017 -92.5% 0.00% $1.3M $47.09
2021 Q3 ADDED 315,717 +293,317 +1309.5% 0.02% $14.5M $40.19
2020 Q1 INITIATED 22,400 β€” β€” 0.00% $912K $34.34

🏒 Other funds also holding WTRG

As of 2025 Q4 β€” sorted by position size

Olympiad Research LP 3Y 2.66% ANTIPODES PARTNERS Ltd 3Y 7Y 2.64% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 2.07% Greenland Capital Management LP 3Y 1.82% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.61% Aurora Investment Counsel 3Y 7Y 1.48% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.11% Coston, McIsaac & Partners 3Y 1.03% Blossom Wealth Management 3Y 1.01% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.95%
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