Catalyst Capital Advisors’s Essential Utilities WTRG Stock Holding History

Catalyst Capital Advisors’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 Q1	–	Sell	-397	Closed	-$14.4K	–	555
2024 Q4	$14.4K	Sell	397 -9	-2%	-$349	﹤0.01%	462
2024 Q3	$15.7K	Sell	406 -11	-3%	-$432	﹤0.01%	491
2024 Q2	$15.6K	Sell	417 -83	-17%	-$3.08K	﹤0.01%	344
2024 Q1	$18.5K	Buy	500 +34	+7%	+$1.23K	﹤0.01%	337
2023 Q4	$17.4K	Sell	466 -100	-18%	-$3.49K	﹤0.01%	314
2023 Q3	$19.4K	Buy	+566	New	+$21.9K	﹤0.01%	339
2020 Q1	–	Sell	-900	Closed	-$42K	–	334
2019 Q4	$42K	Hold	900	–	–	﹤0.01%	265
2019 Q3	$40K	Sell	900 -600	-40%	-$25.8K	﹤0.01%	271
2019 Q2	$62K	Hold	1,500	–	–	﹤0.01%	217
2019 Q1	$55K	Sell	1,500 -63,200	-98%	-$2.23M	﹤0.01%	228
2018 Q4	$2.21M	Buy	+64,700	New	+$2.24M	0.08%	108

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Catalyst Capital Advisors's WTRG Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 397 shares — an estimated $14.4K sold.

Catalyst Capital Advisors first reported a position in WTRG in Q4 2018 and held it in 11 quarters. The position peaked at $2.21M in Q4 2018. 679 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

Catalyst Capital Advisors reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 397 Essential Utilities shares in Q1 2025, an estimated $14.4K.
Catalyst Capital Advisors first reported a position in Essential Utilities in Q4 2018 and held it in 11 quarters.
Catalyst Capital Advisors's Essential Utilities position peaked at $2.21M in Q4 2018.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.