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Disclosery

Holocene Advisors, LP: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holocene Advisors, LP on WTRG, newest first. How the timeline and the estimate are built.

Holocene Advisors, LP held 14,539 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,539 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $556,989.

    13F-HR 0001172661-26-003735 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,539 shares
    Change vs previous 13F -109,605 shares

    <0.01% of the 13F portfolio, value $585,486.

    13F-HR 0001172661-26-002328 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,144 shares
    Change vs previous 13F -29,738 shares

    0.01% of the 13F portfolio, value $4,762,164.

    13F-HR 0001172661-26-001069 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 153,882 shares
    Change vs previous 13F -69,656 shares

    0.01% of the 13F portfolio, value $6,139,892.

    13F-HR 0001172661-25-005031 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 223,538 shares
    Change vs previous 13F +43,768 shares

    0.02% of the 13F portfolio, value $8,302,201.

    13F-HR 0001172661-25-003485 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 179,770 shares
    Change vs previous 13F +54,722 shares

    0.02% of the 13F portfolio, value $7,106,308.

    13F-HR 0001172661-25-002386 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,048 shares
    Change vs previous 13F -68,043 shares

    0.01% of the 13F portfolio, value $4,541,743.

    13F-HR 0001172661-25-001140 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 193,091 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,447,520.

    13F-HR 0001172661-24-005174 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).