Carlson Capital, L.P.’s Essential Utils Inc Position
Does Carlson Capital, L.P. own Essential Utils Inc (WTRG)? Not currently — the last reported position was 429.5K shares worth $17M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$17M
Q1 2020
Shares
429.5K
% of Portfolio
+0.46%
Quarters Held
1
position exited
Position History WTRG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2020 | 429.5K | $17M | +0.46% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carlson Capital, L.P.’s full portfolio or all institutional holders of WTRG.