Neuberger Berman Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Buy |
35,986
+2,417
| +7% | +$95.1K | ﹤0.01% | 1288 |
|
|
2025
Q4 | $1.29M | Sell |
33,569
-932
| -3% | -$36.7K | ﹤0.01% | 1324 |
|
|
2025
Q3 | $1.38M | Buy |
34,501
+3,416
| +11% | +$130K | ﹤0.01% | 1267 |
|
|
2025
Q2 | $1.15M | Buy |
31,085
+3,300
| +12% | +$129K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $1.1M | Buy |
27,785
+853
| +3% | +$31.3K | ﹤0.01% | 1284 |
|
|
2024
Q4 | $978K | Buy |
26,932
+85
| +0.3% | +$3.3K | ﹤0.01% | 1319 |
|
|
2024
Q3 | $1.04M | Sell |
26,847
-232
| -0.9% | -$9.12K | ﹤0.01% | 1292 |
|
|
2024
Q2 | $1.01M | Buy |
27,079
+5,976
| +28% | +$222K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $782K | Sell |
21,103
-4,265
| -17% | -$155K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $947K | Buy |
25,368
+3,335
| +15% | +$116K | ﹤0.01% | 1294 |
|
|
2023
Q3 | $756K | Sell |
22,033
-781
| -3% | -$30.3K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $911K | Sell |
22,814
-205
| -0.9% | -$8.6K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $1M | Buy |
23,019
+195
| +0.9% | +$8.8K | ﹤0.01% | 1250 |
|
|
2022
Q4 | $1.09M | Buy |
22,824
+1,224
| +6% | +$55.4K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $894K | Buy |
21,600
+1,377
| +7% | +$66.7K | ﹤0.01% | 1291 |
|
|
2022
Q2 | $927K | Sell |
20,223
-4,449
| -18% | -$207K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $1.26M | Buy |
24,672
+4,278
| +21% | +$206K | ﹤0.01% | 1296 |
|
|
2021
Q4 | $1.09M | Buy |
20,394
+8,567
| +72% | +$416K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $545K | Buy |
11,827
+59
| +0.5% | +$2.86K | ﹤0.01% | 1454 |
|
|
2021
Q2 | $538K | Sell |
11,768
-577
| -5% | -$27.1K | ﹤0.01% | 1463 |
|
|
2021
Q1 | $552K | Sell |
12,345
-5,423
| -31% | -$245K | ﹤0.01% | 1460 |
|
|
2020
Q4 | $840K | Buy |
17,768
+4,964
| +39% | +$221K | ﹤0.01% | 1297 |
|
|
2020
Q3 | $515K | Sell |
12,804
-621
| -5% | -$26.7K | ﹤0.01% | 1346 |
|
|
2020
Q2 | $567K | Sell |
13,425
-2,508
| -16% | -$106K | ﹤0.01% | 1255 |
|
|
2020
Q1 | $648K | Buy |
15,933
+89
| +0.6% | +$4.2K | ﹤0.01% | 1186 |
|
|
2019
Q4 | $744K | Sell |
15,844
-13,281
| -46% | -$598K | ﹤0.01% | 1210 |
|
|
2019
Q3 | $1.31M | Buy |
29,125
+11,977
| +70% | +$514K | ﹤0.01% | 1094 |
|
|
2019
Q2 | $709K | Buy |
17,148
+1,177
| +7% | +$45.8K | ﹤0.01% | 1224 |
|
|
2019
Q1 | $582K | Sell |
15,971
-8,410
| -34% | -$296K | ﹤0.01% | 1221 |
|
|
2018
Q4 | $834K | Sell |
24,381
-3,570
| -13% | -$124K | ﹤0.01% | 1152 |
|
|
2018
Q3 | $1.03M | Sell |
27,951
-2,759
| -9% | -$102K | ﹤0.01% | 1186 |
|
|
2018
Q2 | $1.08M | Sell |
30,710
-13,674
| -31% | -$468K | ﹤0.01% | 1207 |
|
|
2018
Q1 | $1.51M | Sell |
44,384
-14,384
| -24% | -$501K | ﹤0.01% | 1073 |
|
|
2017
Q4 | $2.31M | Buy |
58,768
+19,257
| +49% | +$702K | ﹤0.01% | 1000 |
|
|
2017
Q3 | $1.31M | Sell |
39,511
-665
| -2% | -$22.3K | ﹤0.01% | 1083 |
|
|
2017
Q2 | $1.34M | Sell |
40,176
-14
| -0% | -$459 | ﹤0.01% | 1096 |
|
|
2017
Q1 | $1.29M | Sell |
40,190
-14,020
| -26% | -$431K | ﹤0.01% | 1094 |
|
|
2016
Q4 | $1.63M | Sell |
54,210
-1,459
| -3% | -$43.5K | ﹤0.01% | 1035 |
|
|
2016
Q3 | $1.7M | Sell |
55,669
-1,029
| -2% | -$33.4K | ﹤0.01% | 999 |
|
|
2016
Q2 | $2.02M | Sell |
56,698
-1,144
| -2% | -$37.3K | ﹤0.01% | 975 |
|
|
2016
Q1 | $1.84M | Hold |
57,842
| – | – | ﹤0.01% | 993 |
|
|
2015
Q4 | $1.72M | Sell |
57,842
-13,076
| -18% | -$376K | ﹤0.01% | 1028 |
|
|
2015
Q3 | $1.88M | Sell |
70,918
-143
| -0.2% | -$3.66K | ﹤0.01% | 1029 |
|
|
2015
Q2 | $1.74M | Sell |
71,061
-446
| -0.6% | -$11.7K | ﹤0.01% | 1088 |
|
|
2015
Q1 | $1.88M | Buy |
71,507
+5,313
| +8% | +$141K | ﹤0.01% | 1083 |
|
|
2014
Q4 | $1.77M | Buy |
66,194
+154
| +0.2% | +$3.96K | ﹤0.01% | 1091 |
|
|
2014
Q3 | $1.55M | Sell |
66,040
-1,191
| -2% | -$29.1K | ﹤0.01% | 1159 |
|
|
2014
Q2 | $1.76M | Sell |
67,231
-3,106
| -4% | -$78.1K | ﹤0.01% | 1136 |
|
|
2014
Q1 | $1.76M | Sell |
70,337
-1,380
| -2% | -$33.3K | ﹤0.01% | 1105 |
|
|
2013
Q4 | $1.69M | Sell |
71,717
-2,439,914
| -97% | -$59.5M | ﹤0.01% | 1097 |
|
|
2013
Q3 | $62.1M | Sell |
2,511,631
-751,138
| -23% | -$19.2M | 0.07% | 366 |
|
|
2013
Q2 | $81.7M | Buy |
+3,262,769
| New | +$82.8M | 0.1% | 299 |
|
Other funds holding WTRG
VPM
VCM
Neuberger Berman Group's WTRG Position: Q1 2026 in Review
Neuberger Berman Group increased its Essential Utilities (WTRG) stake by 7.2% in Q1 2026, buying an estimated $95.1K and bringing the position to 35,986 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1288.
Neuberger Berman Group first reported a position in WTRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.7M in Q2 2013. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Neuberger Berman Group held 35,986 shares of Essential Utilities worth $1.45M as of Q1 2026.
- Neuberger Berman Group bought 2,417 Essential Utilities shares in Q1 2026, an estimated $95.1K.
- Essential Utilities made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1288 holding.
- Neuberger Berman Group first reported a position in Essential Utilities in Q2 2013 and has held it in 52 quarters since.
- Neuberger Berman Group's Essential Utilities position peaked at $81.7M in Q2 2013.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.