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Ray Dalio's Essential Utilities, Inc. (WTRG) position

Yes: as of Q1 2026, Ray Dalio holds 75K shares of WTRG worth $3.0M (0.0% of the disclosed portfolio). Last quarter the position was increased by 2.8%. First disclosed Q4 2021.
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Current value
$3.0M
Shares held
75K
% of portfolio
0.0%
Est. average buy price (i)
$39.35
Quarter-end price
$40.27

Estimated trade prices

Average price in quarters with purchases
$43.56
Average prices in quarters with sales
  • Q3 2023: $38.74 (1K shares sold)
  • Q2 2023: $41.96 (2K shares sold)
  • Q1 2023: $45.11 (60K shares sold)
  • Q3 2022: $48.45 (19K shares sold)

WTRG price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$20$40$6020222023202420252026New position of 15K shares · Q4 2021. Average closing price $48.56 · Price range $46.24–$53.6915KsharespurchasedAdded 16K shares (104.7%) · Q1 2022. Average closing price $48.26 · Price range $44.80–$53.1316KsharespurchasedAdded 13K shares (40.9%) · Q2 2022. Average closing price $46.45 · Price range $41.42–$52.5913KsharespurchasedSold 19K shares (44.4%) · Q3 2022. Average closing price $48.45 · Price range $41.38–$52.3719KsharessoldAdded 76K shares (313.7%) · Q4 2022. Average closing price $45.27 · Price range $39.41–$48.7476KsharespurchasedSold 60K shares (59.8%) · Q1 2023. Average closing price $45.11 · Price range $40.65–$48.9960KsharessoldSold 2K shares (5.7%) · Q2 2023. Average closing price $41.96 · Price range $39.47–$45.032KsharessoldSold 1K shares (2.8%) · Q3 2023. Average closing price $38.74 · Price range $34.04–$43.101KsharessoldNew position of 73K shares · Q4 2025. Average closing price $39.35 · Price range $37.17–$41.9373KsharespurchasedAdded 2K shares (2.8%) · Q1 2026. Average closing price $39.36 · Price range $36.87–$41.652Ksharespurchased
Average closing price · filing quarter
$39.36
Price range · filing quarter
$36.87 – $41.65
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +2K +$81K +2.8% 75K May 15, 2026
Q4 2025 New +73K +$2.9M – 73K Feb 13, 2026
Q3 2023 Reduced −1K −$41K −2.8% 37K Nov 13, 2023
Q2 2023 Reduced −2K −$96K −5.7% 38K Aug 11, 2023
Q1 2023 Reduced −60K −$2.7M −59.8% 40K May 12, 2023
Q4 2022 Added +76K +$3.4M +313.7% 100K Feb 13, 2023
Q3 2022 Reduced −19K −$938K −44.4% 24K Nov 10, 2022
Q2 2022 Added +13K +$587K +40.9% 44K Aug 11, 2022
Q1 2022 Added +16K +$763K +104.7% 31K May 13, 2022
Q4 2021 New +15K +$734K – 15K Feb 14, 2022
Data through Q1 2026 · filed May 15, 2026
10 grouped rows from 10 quarters

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Common questions

Does Ray Dalio own WTRG?

Yes. As of Q1 2026, Ray Dalio disclosed 75K shares of WTRG, worth $3.0M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy WTRG?

Ray Dalio first disclosed a WTRG position in Q4 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 Ray Dalio sell WTRG?

The quarter-by-quarter table above shows each sale and reduction Ray Dalio disclosed in WTRG. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WTRG does Ray Dalio own?

Ray Dalio disclosed 75K shares of WTRG as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for WTRG?

Ray Dalio's estimated average buy price for WTRG is $39.35, 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.