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NorthRock Partners’s Essential Utilities WTRG Stock Holding History

NorthRock Partners’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
-9,010
Closed -$359K – 920
2025
Q3 		$359K Buy
9,010
+2,911
+48% +$111K 0.01% 646
2025
Q2 		$227K Buy
6,099
+571
+10% +$22.2K 0.01% 610
2025
Q1 		$219K Buy
+5,528
New +$203K 0.01% 543
2024
Q2 		– Sell
-6,219
Closed -$230K – 868
2024
Q1 		$230K Buy
+6,219
New +$226K 0.01% 546

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

NorthRock Partners's WTRG Position: Q4 2025 in Review

NorthRock Partners sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 9,010 shares — an estimated $359K sold.

NorthRock Partners first reported a position in WTRG in Q1 2024 and held it in 4 quarters. The position peaked at $359K in Q3 2025. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • NorthRock Partners reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 9,010 Essential Utilities shares in Q4 2025, an estimated $359K.
  • NorthRock Partners first reported a position in Essential Utilities in Q1 2024 and held it in 4 quarters.
  • NorthRock Partners's Essential Utilities position peaked at $359K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.