Natixis’s Essential Utilities WTRG Stock Holding History

Natixis’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	$2.97M	Sell	73,836 -83,153	-53%	-$3.27M	0.01%	517
2025 Q4	$6.02M	Buy	+156,989	New	+$6.18M	0.02%	424
2025 Q3	–	Sell	-59,240	Closed	-$2.2M	–	1256
2025 Q2	$2.2M	Buy	+59,240	New	+$2.31M	0.01%	477
2025 Q1	–	Sell	-134,839	Closed	-$4.9M	–	1211
2024 Q4	$4.9M	Sell	134,839 -42,514	-24%	-$1.65M	0.03%	342
2024 Q3	$6.84M	Sell	177,353 -21,992	-11%	-$864K	0.04%	278
2024 Q2	$7.44M	Sell	199,345 -160,600	-45%	-$5.96M	0.04%	241
2024 Q1	$13.3M	Sell	359,945 -110,334	-23%	-$4M	0.07%	192
2023 Q4	$17.6M	Buy	470,279 +139,171	+42%	+$4.86M	0.13%	150
2023 Q3	$11.4M	Buy	331,108 +59,712	+22%	+$2.31M	0.09%	178
2023 Q2	$10.8M	Buy	271,396 +12,427	+5%	+$521K	0.09%	183
2023 Q1	$11.3M	Buy	258,969 +7,130	+3%	+$322K	0.1%	176
2022 Q4	$12M	Buy	251,839 +89,622	+55%	+$4.06M	0.07%	243
2022 Q3	$6.83M	Sell	162,217 -46,688	-22%	-$2.26M	0.03%	344
2022 Q2	$9.52M	Buy	208,905 +82,207	+65%	+$3.82M	0.03%	303
2022 Q1	$6.48M	Buy	+126,698	New	+$6.11M	0.02%	494
2021 Q3	–	Sell	-8,524	Closed	-$390K	–	1282
2021 Q2	$390K	Buy	+8,524	New	+$400K	﹤0.01%	755
2021 Q1	–	Sell	-10,127	Closed	-$479K	–	1200
2020 Q4	$479K	Buy	+10,127	New	+$450K	﹤0.01%	906
2019 Q2	–	Sell	-35,995	Closed	-$1.33M	–	914
2019 Q1	$1.33M	Buy	35,995 +5,452	+18%	+$192K	0.01%	543
2018 Q4	$1.04M	Buy	+30,543	New	+$1.06M	0.01%	508
2018 Q3	–	Sell	-7,297	Closed	-$257K	–	994
2018 Q2	$257K	Buy	+7,297	New	+$250K	﹤0.01%	785
2018 Q1	–	Sell	-8,036	Closed	-$315K	–	986
2017 Q4	$315K	Sell	8,036 -3,676	-31%	-$134K	﹤0.01%	673
2017 Q3	$389K	Sell	11,712 -1,038	-8%	-$34.8K	﹤0.01%	779
2017 Q2	$425K	Buy	12,750 +5,460	+75%	+$179K	﹤0.01%	553
2017 Q1	$234K	Buy	+7,290	New	+$224K	﹤0.01%	831
2015 Q2	–	Sell	-10,406	Closed	-$274K	–	455
2015 Q1	$274K	Sell	10,406 -5,061	-33%	-$135K	﹤0.01%	360
2014 Q4	$413K	Sell	15,467 -4,495	-23%	-$116K	0.01%	301
2014 Q3	$470K	Sell	19,962 -7,903	-28%	-$193K	0.01%	311
2014 Q2	$731K	Sell	27,865 -2,664	-9%	-$67K	0.01%	333
2014 Q1	$765K	Buy	30,529 +3,949	+15%	+$95.3K	0.01%	335
2013 Q4	$627K	Buy	26,580 +788	+3%	+$19.2K	0.01%	386
2013 Q3	$638K	Buy	25,792 +7,953	+45%	+$203K	0.01%	345
2013 Q2	$447K	Buy	+17,839	New	+$453K	0.01%	331

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Natixis's WTRG Position: Q1 2026 in Review

Natixis reduced its Essential Utilities (WTRG) stake by 53% in Q1 2026, selling an estimated $3.27M and leaving 73,836 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #517.

Natixis first reported a position in WTRG in Q2 2013 and has held it in 32 quarters since. The position peaked at $17.6M in Q4 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Natixis held 73,836 shares of Essential Utilities worth $2.97M as of Q1 2026.
Natixis sold 83,153 Essential Utilities shares in Q1 2026, an estimated $3.27M.
Essential Utilities made up 0.01% of Natixis's portfolio in Q1 2026, its #517 holding.
Natixis first reported a position in Essential Utilities in Q2 2013 and has held it in 32 quarters since.
Natixis's Essential Utilities position peaked at $17.6M in Q4 2023.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.