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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return