Caitong International Asset 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
2026
Q2
$38.7K Buy
1,010
+998
+8,317% +$38.1K 0.01% 777
2026
Q1
$483 Sell
12
-14
-54% -$551 ﹤0.01% 1660
2025
Q4
$997 Buy
+26
New +$1.02K ﹤0.01% 1373
2025
Q3
Sell
-287
Closed -$10.7K 2584
2025
Q2
$10.7K Buy
+287
New +$11.2K 0.01% 700
2025
Q1
Sell
-771
Closed -$28K 2569
2024
Q4
$28K Buy
+771
New +$29.9K 0.03% 680

Other funds holding WTRG

Caitong International Asset Management's WTRG Position: Q2 2026 in Review

Caitong International Asset Management increased its Essential Utilities (WTRG) stake by 8,317% in Q2 2026, buying an estimated $38.1K and bringing the position to 1,010 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #777.

Caitong International Asset Management first reported a position in WTRG in Q4 2024 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Caitong International Asset Management held 1,010 shares of Essential Utilities worth $38.7K as of Q2 2026.
  • Caitong International Asset Management bought 998 Essential Utilities shares in Q2 2026, an estimated $38.1K.
  • Essential Utilities made up 0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #777 holding.
  • Caitong International Asset Management first reported a position in Essential Utilities in Q4 2024 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.