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Catalyst Funds Management’s Essential Utilities WTRG Stock Holding History

Catalyst Funds Management’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
Q2 		– Sell
-35,800
Closed -$1.44M – 909
2026
Q1 		$1.44M Buy
35,800
+28,200
+371% +$1.11M 0.24% 115
2025
Q4 		$292K Buy
+7,600
New +$299K 0.07% 236
2024
Q4 		– Sell
-1,600
Closed -$61.7K – 1289
2024
Q3 		$61.7K Buy
1,600
+1,000
+167% +$39.3K 0.01% 700
2024
Q2 		$22.4K Sell
600
-100
-14% -$3.71K 0.01% 641
2024
Q1 		$25.9K Buy
+700
New +$25.4K 0.01% 702

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Catalyst Funds Management's WTRG Position: Q2 2026 in Review

Catalyst Funds Management sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 35,800 shares — an estimated $1.44M sold.

Catalyst Funds Management first reported a position in WTRG in Q1 2024 and held it in 5 quarters. The position peaked at $1.44M in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Catalyst Funds Management reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 35,800 Essential Utilities shares in Q2 2026, an estimated $1.44M.
  • Catalyst Funds Management first reported a position in Essential Utilities in Q1 2024 and held it in 5 quarters.
  • Catalyst Funds Management's Essential Utilities position peaked at $1.44M in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.