MidWestOne Financial Group’s Essential Utilities WTRG Stock Holding History

MidWestOne Financial Group’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$240K	Hold	6,250	–	–	0.03%	277
2025 Q3	$249K	Hold	6,250	–	–	0.03%	270
2025 Q2	$232K	Hold	6,250	–	–	0.03%	271
2025 Q1	$247K	Hold	6,250	–	–	0.04%	250
2024 Q4	$227K	Hold	6,250	–	–	0.03%	267
2024 Q3	$241K	Hold	6,250	–	–	0.03%	265
2024 Q2	$233K	Hold	6,250	–	–	0.04%	270
2024 Q1	$232K	Hold	6,250	–	–	0.04%	275
2023 Q4	$233K	Hold	6,250	–	–	0.04%	261
2023 Q3	$215K	Hold	6,250	–	–	0.05%	256
2023 Q2	$249K	Hold	6,250	–	–	0.05%	240
2023 Q1	$273K	Hold	6,250	–	–	0.06%	229
2022 Q4	$298K	Hold	6,250	–	–	0.07%	211
2022 Q3	$259K	Hold	6,250	–	–	0.07%	208
2022 Q2	$287K	Hold	6,250	–	–	0.07%	192
2022 Q1	$320K	Hold	6,250	–	–	0.07%	207
2021 Q4	$336K	Hold	6,250	–	–	0.07%	204
2021 Q3	$288K	Hold	6,250	–	–	0.07%	203
2021 Q2	$286K	Hold	6,250	–	–	0.07%	197
2021 Q1	$280K	Hold	6,250	–	–	0.07%	192
2020 Q4	$296K	Hold	6,250	–	–	0.08%	176
2020 Q3	$252K	Buy	+6,250	New	+$268K	0.08%	179
2020 Q2	–	Sell	-6,250	Closed	-$254K	–	197
2020 Q1	$254K	Hold	6,250	–	–	0.09%	168
2019 Q4	$293K	Hold	6,250	–	–	0.06%	194
2019 Q3	$280K	Hold	6,250	–	–	0.09%	182
2019 Q2	$259K	Buy	+6,250	New	+$243K	0.07%	222

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MidWestOne Financial Group's WTRG Position: Q4 2025 in Review

MidWestOne Financial Group held its Essential Utilities (WTRG) position steady in Q4 2025 at 6,250 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #277.

MidWestOne Financial Group first reported a position in WTRG in Q2 2019 and has held it in 26 quarters since. The position peaked at $336K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

MidWestOne Financial Group held 6,250 shares of Essential Utilities worth $240K as of Q4 2025.
MidWestOne Financial Group left its Essential Utilities share count unchanged in Q4 2025.
Essential Utilities made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #277 holding.
MidWestOne Financial Group first reported a position in Essential Utilities in Q2 2019 and has held it in 26 quarters since.
MidWestOne Financial Group's Essential Utilities position peaked at $336K in Q4 2021.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.