Northwestern Mutual Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $995K | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $119K | Buy |
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|
2023
Q4 | $80.4K | Sell |
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|
2023
Q3 | $174K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | $173K | Sell |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $228K | Buy |
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|
2019
Q2 | $195K | Buy |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $45K | Buy |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Sell |
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|
2016
Q4 | $10K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $36K | Buy |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $17K | Buy |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $12K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $24K | Sell |
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|
2013
Q4 | $28K | Buy |
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|
2013
Q3 | $24K | Buy |
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