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Jim Simons's Essential Utilities, Inc. (WTRG) position

Not anymore: Jim Simons fully exited WTRG in Q4 2025. The position peaked at $15M in Q3 2021.
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Value at exit
$12M
Shares at exit
305K
Est. average buy price (i)
$38.48
Quarter-end price
$39.90

Estimated trade prices

Average price in quarters with purchases
$44.39
Average prices in quarters with sales
  • Q3 2022: $48.45 (4K shares sold)
  • Q4 2021: $48.56 (292K shares sold)

WTRG price vs Simons's position

1Y 3Y 5Y MAX
Dates
$30$35$40$45$50$5520222023202420252026New position of 316K shares · Q3 2021. Average closing price $48.44 · Price range $46.08–$51.15316KsharespurchasedSold 292K shares (92.5%) · Q4 2021. Average closing price $48.56 · Price range $46.24–$53.69292KsharessoldAdded 48K shares (202.5%) · Q1 2022. Average closing price $48.26 · Price range $44.80–$53.1348KsharespurchasedAdded 164K shares (228.6%) · Q2 2022. Average closing price $46.45 · Price range $41.42–$52.59164KsharespurchasedSold 4K shares (1.8%) · Q3 2022. Average closing price $48.45 · Price range $41.38–$52.374KsharessoldNew position of 132K shares · Q2 2025. Average closing price $38.95 · Price range $36.92–$41.39132KsharespurchasedAdded 173K shares (130.5%) · Q3 2025. Average closing price $38.12 · Price range $36.73–$39.90173Ksharespurchased
Average closing price · filing quarter
$38.12
Price range · filing quarter
$36.73 – $39.90
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q4 2025 Exited −305K −$12M −100.0% 0 Feb 12, 2026
Q3 2025 Added +173K +$6.6M +130.5% 305K Nov 13, 2025
Q2 2025 New +132K +$5.2M – 132K Aug 13, 2025
Q3 2022 Reduced −4K −$205K −1.8% 231K Nov 14, 2022
Q2 2022 Added +164K +$7.6M +228.6% 236K Aug 12, 2022
Q1 2022 Added +48K +$2.3M +202.5% 72K May 13, 2022
Q4 2021 Reduced −292K −$14M −92.5% 24K Feb 11, 2022
Q3 2021 New +316K +$15M – 316K Nov 12, 2021
Data through Q4 2025 · filed Feb 12, 2026
8 grouped rows from 8 quarters

More Simons positions

United Therapeutics Corporation(UTHR)
$1.1B
1.7% of portfolio

Palantir Technologies Inc.(PLTR)
$997M
1.6% of portfolio

Apple Inc.(AAPL)
$778M
1.2% of portfolio

Kinross Gold Corporation(KGC)
$780M
1.2% of portfolio

Micron Technology, Inc.(MU)
$731M
1.1% of portfolio

VeriSign, Inc.(VRSN)
$700M
1.1% of portfolio

Common questions

Does Jim Simons own WTRG?

Not currently. Jim Simons fully exited WTRG in Q4 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy WTRG?

Jim Simons first disclosed a WTRG position in Q3 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell WTRG?

Yes. Jim Simons reduced and then fully exited WTRG by Q4 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WTRG does Jim Simons own?

None as of the latest filing: Jim Simons has exited WTRG. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for WTRG?

Jim Simons's estimated average buy price for WTRG is $38.48, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.