Joel Greenblatt - Gotham Asset Management
Holding/activity history for Essential Utilities, Inc. (WTRG)
← All WTRG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 913,537 | 0.11 | Reduce 3.07% | <0.01 | $36.43–41.84 · VW $38.39i | $36,788,135 | SEC |
| 2025 Q4 | 942,477 | 0.13 | Add 3.82% | <0.01 | $36.37–40.88 · VW $39.07i | $36,153,418 | SEC |
| 2025 Q3 | 907,809 | 0.16 | Add 168.11% | 0.10 | $36.77–42.37 · VW $39.58i | $36,221,579 | SEC |
| 2025 Q2 | 338,599 | 0.08 | Add 235.11% | 0.05 | $36.32–40.06 · VW $38.63i | $12,575,567 | SEC |
| 2025 Q1 | 101,041 | 0.03 | Reduce 42.56% | 0.03 | $36.40–41.65 · VW $38.86i | $3,994,151 | SEC |
| 2024 Q4 | 175,920 | 0.06 | Reduce 8.35% | <0.01 | $33.18–40.47 · VW $37.21i | $6,389,414 | SEC |
| 2024 Q3 | 191,938 | 0.08 | Reduce 26.75% | 0.03 | $37.56–41.05 · VW $39.55i | $7,403,049 | SEC |
| 2024 Q2 | 262,038 | 0.13 | Add 36.79% | 0.03 | $36.44–41.78 · VW $39.07i | $9,781,879 | SEC |
| 2024 Q1 | 191,562 | 0.11 | Add 20.96% | 0.02 | $33.57–39.78 · VW $37.03i | $7,097,372 | SEC |
| 2023 Q4 | 158,374 | 0.11 | Add 787.30% | 0.10 | $33.94–38.90 · VW $35.87i | $5,915,269 | SEC |
| 2023 Q3 | 17,849 | 0.01 | Reduce 84.99% | 0.09 | $32.07–38.28 · VW $35.32i | $612,756 | SEC |
| 2023 Q2 | 118,940 | 0.10 | Add 155.38% | 0.06 | $36.36–43.26 · VW $38.84i | $4,746,895 | SEC |
| 2023 Q1 | 46,574 | 0.05 | Add 180.94% | 0.03 | $39.73–45.29 · VW $41.92i | $2,032,955 | SEC |
| 2022 Q4 | 16,578 | 0.02 | Reduce 59.15% | 0.03 | $42.58–49.89 · VW $45.08i | $791,268 | SEC |
| 2022 Q3 | 40,578 | 0.05 | Add 128.62% | 0.03 | $38.50–50.35 · VW $45.70i | $1,679,000 | SEC |
| 2022 Q2 | 17,749 | 0.03 | Add 55.80% | <0.01 | $40.97–52.43 · VW $47.52i | $814,000 | SEC |
| 2022 Q1 | 11,392 | 0.02 | Add 46.18% | <0.01 | $42.03–52.62 · VW $46.97i | $582,000 | SEC |
| 2021 Q4 | 7,793 | 0.01 | Reduce 19.90% | <0.01 | $44.71–53.93 · VW $48.58i | $418,000 | SEC |
| 2021 Q3 | 9,729 | 0.02 | Add 85.99% | <0.01 | $45.76–50.72 · VW $47.92i | $448,000 | SEC |
| 2021 Q2 | 5,231 | 0.01 | Buy | 0.01 | $45.67–51.42 · VW $48.91i | $239,000 | SEC |
Price snapshot:
Current price$38.59
Avg. buy price$38.90
+/- since buy-0.79%
52-week low$35.17
52-week high$41.46