Neuberger Berman Group’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
31,085
+3,300
| +12% | +$123K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $1.1M | Buy |
27,785
+853
| +3% | +$33.7K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $978K | Buy |
26,932
+85
| +0.3% | +$3.09K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $1.04M | Sell |
26,847
-232
| -0.9% | -$8.95K | ﹤0.01% | 1289 |
|
|
2024
Q2 | $1.01M | Buy |
27,079
+5,976
| +28% | +$223K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $782K | Sell |
21,103
-4,265
| -17% | -$158K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $947K | Buy |
25,368
+3,335
| +15% | +$125K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $756K | Sell |
22,033
-781
| -3% | -$26.8K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $911K | Sell |
22,814
-205
| -0.9% | -$8.18K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $1M | Buy |
23,019
+195
| +0.9% | +$8.51K | ﹤0.01% | 1250 |
|
|
2022
Q4 | $1.09M | Buy |
22,824
+1,224
| +6% | +$58.4K | ﹤0.01% | 1215 |
|
|
2022
Q3 | $894K | Buy |
21,600
+1,377
| +7% | +$57K | ﹤0.01% | 1290 |
|
|
2022
Q2 | $927K | Sell |
20,223
-4,449
| -18% | -$204K | ﹤0.01% | 1297 |
|
|
2022
Q1 | $1.26M | Buy |
24,672
+4,278
| +21% | +$219K | ﹤0.01% | 1296 |
|
|
2021
Q4 | $1.1M | Buy |
20,394
+8,567
| +72% | +$460K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $545K | Buy |
11,827
+59
| +0.5% | +$2.72K | ﹤0.01% | 1450 |
|
|
2021
Q2 | $538K | Sell |
11,768
-577
| -5% | -$26.4K | ﹤0.01% | 1460 |
|
|
2021
Q1 | $552K | Sell |
12,345
-5,423
| -31% | -$242K | ﹤0.01% | 1454 |
|
|
2020
Q4 | $840K | Buy |
17,768
+4,964
| +39% | +$235K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $515K | Sell |
12,804
-621
| -5% | -$25K | ﹤0.01% | 1342 |
|
|
2020
Q2 | $567K | Sell |
13,425
-2,508
| -16% | -$106K | ﹤0.01% | 1250 |
|
|
2020
Q1 | $648K | Buy |
15,933
+89
| +0.6% | +$3.62K | ﹤0.01% | 1183 |
|
|
2019
Q4 | $744K | Sell |
15,844
-13,281
| -46% | -$624K | ﹤0.01% | 1208 |
|
|
2019
Q3 | $1.31M | Buy |
29,125
+11,977
| +70% | +$537K | ﹤0.01% | 1094 |
|
|
2019
Q2 | $709K | Buy |
17,148
+1,177
| +7% | +$48.7K | ﹤0.01% | 1221 |
|
|
2019
Q1 | $582K | Sell |
15,971
-8,410
| -34% | -$306K | ﹤0.01% | 1218 |
|
|
2018
Q4 | $834K | Sell |
24,381
-3,570
| -13% | -$122K | ﹤0.01% | 1151 |
|
|
2018
Q3 | $1.03M | Sell |
27,951
-2,759
| -9% | -$102K | ﹤0.01% | 1183 |
|
|
2018
Q2 | $1.08M | Sell |
30,710
-13,674
| -31% | -$481K | ﹤0.01% | 1205 |
|
|
2018
Q1 | $1.51M | Sell |
44,384
-14,384
| -24% | -$490K | ﹤0.01% | 1071 |
|
|
2017
Q4 | $2.31M | Buy |
58,768
+19,257
| +49% | +$755K | ﹤0.01% | 1000 |
|
|
2017
Q3 | $1.31M | Sell |
39,511
-665
| -2% | -$22.1K | ﹤0.01% | 1076 |
|
|
2017
Q2 | $1.34M | Sell |
40,176
-14
| -0% | -$466 | ﹤0.01% | 1087 |
|
|
2017
Q1 | $1.29M | Sell |
40,190
-14,020
| -26% | -$451K | ﹤0.01% | 1087 |
|
|
2016
Q4 | $1.63M | Sell |
54,210
-1,459
| -3% | -$43.8K | ﹤0.01% | 1028 |
|
|
2016
Q3 | $1.7M | Sell |
55,669
-1,029
| -2% | -$31.4K | ﹤0.01% | 994 |
|
|
2016
Q2 | $2.02M | Sell |
56,698
-1,144
| -2% | -$40.8K | ﹤0.01% | 973 |
|
|
2016
Q1 | $1.84M | Hold |
57,842
| – | – | ﹤0.01% | 990 |
|
|
2015
Q4 | $1.72M | Sell |
57,842
-13,076
| -18% | -$390K | ﹤0.01% | 1027 |
|
|
2015
Q3 | $1.88M | Sell |
70,918
-143
| -0.2% | -$3.79K | ﹤0.01% | 1028 |
|
|
2015
Q2 | $1.74M | Sell |
71,061
-446
| -0.6% | -$10.9K | ﹤0.01% | 1088 |
|
|
2015
Q1 | $1.88M | Buy |
71,507
+5,313
| +8% | +$140K | ﹤0.01% | 1082 |
|
|
2014
Q4 | $1.77M | Buy |
66,194
+154
| +0.2% | +$4.11K | ﹤0.01% | 1090 |
|
|
2014
Q3 | $1.55M | Sell |
66,040
-1,191
| -2% | -$28K | ﹤0.01% | 1158 |
|
|
2014
Q2 | $1.76M | Sell |
67,231
-3,106
| -4% | -$81.4K | ﹤0.01% | 1134 |
|
|
2014
Q1 | $1.76M | Sell |
70,337
-1,380
| -2% | -$34.6K | ﹤0.01% | 1104 |
|
|
2013
Q4 | $1.69M | Sell |
71,717
-2,439,914
| -97% | -$57.6M | ﹤0.01% | 1096 |
|
|
2013
Q3 | $62.1M | Sell |
2,511,631
-751,138
| -23% | -$18.6M | 0.07% | 365 |
|
|
2013
Q2 | $81.7M | Buy |
+3,262,769
| New | +$81.7M | 0.1% | 299 |
|