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NorthStar Asset Management (New Jersey)’s Essential Utilities WTRG Stock Holding History

NorthStar Asset Management (New Jersey)’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
2026
Q1 		– Sell
-17,117
Closed -$657K – 107
2025
Q4 		$657K Buy
+17,117
New +$674K 0.3% 51

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Nordea Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
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Invesco
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
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NorthStar Asset Management (New Jersey)'s WTRG Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 17,117 shares — an estimated $657K sold.

NorthStar Asset Management (New Jersey) first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $657K in Q4 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • NorthStar Asset Management (New Jersey) reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • NorthStar Asset Management (New Jersey) sold 17,117 Essential Utilities shares in Q1 2026, an estimated $657K.
  • NorthStar Asset Management (New Jersey) first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • NorthStar Asset Management (New Jersey)'s Essential Utilities position peaked at $657K in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.