NMG
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New Millennium Group’s Essential Utilities WTRG Stock Holding History

New Millennium 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 		$13.6K Buy
355
+3
+0.9% +$118 0.01% 185
2025
Q3 		$14.1K Buy
352
+3
+0.9% +$114 0.01% 198
2025
Q2 		$13K Buy
349
+3
+0.9% +$117 0.01% 180
2025
Q1 		$13.7K Buy
346
+2
+0.6% +$73 0.01% 178
2024
Q4 		$12.5K Buy
344
+3
+0.9% +$116 0.01% 194
2024
Q3 		$13.1K Buy
341
+3
+0.9% +$118 0.01% 160
2024
Q2 		$12.6K Buy
+338
New +$12.5K 0.01% 169
2024
Q1 		– Sell
-332
Closed -$12.4K – 418
2023
Q4 		$12.4K Buy
332
+3
+0.9% +$105 0.01% 186
2023
Q3 		$11.3K Buy
329
+2
+0.6% +$77 0.01% 163
2023
Q2 		$13K Buy
327
+3
+0.9% +$126 0.01% 160
2023
Q1 		$14.2K Buy
324
+2
+0.6% +$90 0.01% 173
2022
Q4 		$15.4K Buy
322
+2
+0.6% +$91 0.02% 168
2022
Q3 		$13K Buy
320
+1
+0.3% +$48 0.01% 170
2022
Q2 		$15K Buy
+319
New +$14.8K 0.02% 166

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Millennium Group's WTRG Position: Q4 2025 in Review

New Millennium Group increased its Essential Utilities (WTRG) stake by 0.85% in Q4 2025, buying an estimated $118 and bringing the position to 355 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #185.

New Millennium Group first reported a position in WTRG in Q2 2022 and has held it in 14 quarters since. The position peaked at $15.4K in Q4 2022. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • New Millennium Group held 355 shares of Essential Utilities worth $13.6K as of Q4 2025.
  • New Millennium Group bought 3 Essential Utilities shares in Q4 2025, an estimated $118.
  • Essential Utilities made up 0.01% of New Millennium Group's portfolio in Q4 2025, its #185 holding.
  • New Millennium Group first reported a position in Essential Utilities in Q2 2022 and has held it in 14 quarters since.
  • New Millennium Group's Essential Utilities position peaked at $15.4K in Q4 2022.
  • 692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.