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Newbridge Financial Services Group’s Essential Utilities WTRG Stock Holding History

Newbridge Financial Services 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 		– Sell
-26
Closed -$1.04K – 1445
2025
Q3 		$1.04K Hold
26
– – ﹤0.01% 1184
2025
Q2 		$966 Hold
26
– – ﹤0.01% 1204
2025
Q1 		$1.03K Sell
26
-249
-91% -$9.14K ﹤0.01% 943
2024
Q4 		$9.98K Buy
275
+109
+66% +$4.23K ﹤0.01% 739
2024
Q3 		$6.4K Buy
166
+140
+538% +$5.5K ﹤0.01% 482
2024
Q2 		$971 Hold
26
– – ﹤0.01% 997
2024
Q1 		$963 Hold
26
– – ﹤0.01% 1046
2023
Q4 		$971 Hold
26
– – ﹤0.01% 1022
2023
Q3 		$893 Hold
26
– – ﹤0.01% 1165
2023
Q2 		$1.04K Hold
26
– – ﹤0.01% 1212
2023
Q1 		$1.14K Sell
26
-519
-95% -$23.4K ﹤0.01% 1261
2022
Q4 		$26K Hold
545
– – 0.02% 641
2022
Q3 		$23K Buy
545
+26
+5% +$1.26K 0.01% 662
2022
Q2 		$24K Sell
519
-107
-17% -$4.97K 0.01% 611
2022
Q1 		$32K Buy
626
+104
+20% +$5.02K 0.02% 589
2021
Q4 		$28K Buy
522
+343
+192% +$16.7K 0.01% 627
2021
Q3 		$8K Sell
179
-8
-4% -$388 0.01% 934
2021
Q2 		$9K Sell
187
-2
-1% -$94 0.01% 1023
2021
Q1 		$8K Buy
189
+9
+5% +$406 0.01% 966
2020
Q4 		$9K Sell
180
-60
-25% -$2.67K 0.01% 756
2020
Q3 		$10K Buy
+240
New +$10.3K 0.01% 683

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Newbridge Financial Services Group's WTRG Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 26 shares — an estimated $1.04K sold.

Newbridge Financial Services Group first reported a position in WTRG in Q3 2020 and held it in 21 quarters. The position peaked at $32K in Q1 2022. 695 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 26 Essential Utilities shares in Q4 2025, an estimated $1.04K.
  • Newbridge Financial Services Group first reported a position in Essential Utilities in Q3 2020 and held it in 21 quarters.
  • Newbridge Financial Services Group's Essential Utilities position peaked at $32K in Q1 2022.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.