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Catalyst Financial Partners’s Essential Utilities WTRG Stock Holding History

Catalyst Financial Partners’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
-5,222
Closed -$200K – 391
2025
Q4 		$200K Buy
+5,222
New +$205K 0.02% 321

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State Street
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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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
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Catalyst Financial Partners's WTRG Position: Q1 2026 in Review

Catalyst Financial Partners sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 5,222 shares — an estimated $200K sold.

Catalyst Financial Partners first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Catalyst Financial Partners reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Catalyst Financial Partners sold 5,222 Essential Utilities shares in Q1 2026, an estimated $200K.
  • Catalyst Financial Partners first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • Catalyst Financial Partners's Essential Utilities position peaked at $200K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.