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WTRG icon

NBT Bank’s Essential Utilities WTRG Stock Holding History

NBT Bank’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
2026
Q1 		$32.2K Hold
800
– – ﹤0.01% 547
2025
Q4 		$30.7K Hold
800
– – ﹤0.01% 550
2025
Q3 		$31.9K Hold
800
– – ﹤0.01% 548
2025
Q2 		$29.7K Hold
800
– – ﹤0.01% 551
2025
Q1 		$31.6K Hold
800
– – ﹤0.01% 540
2024
Q4 		$29.1K Hold
800
– – ﹤0.01% 554
2024
Q3 		$30.9K Buy
+800
New +$31.4K ﹤0.01% 571

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

NBT Bank's WTRG Position: Q1 2026 in Review

NBT Bank held its Essential Utilities (WTRG) position steady in Q1 2026 at 800 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

NBT Bank first reported a position in WTRG in Q3 2024 and has held it in 7 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • NBT Bank held 800 shares of Essential Utilities worth $32.2K as of Q1 2026.
  • NBT Bank left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #547 holding.
  • NBT Bank first reported a position in Essential Utilities in Q3 2024 and has held it in 7 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.