COLDSTREAM CAPITAL MANAGEMENT INC
Position in WTRG — Essential Utilities, Inc.
CIK 1082339
BELLEVUE, WA
Position in WTRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$223,216
+$45,845 QoQ
Shares Held
5,543
+23.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $695,926 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,289 | $695,926 |
All Filings in WTRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,216 | 5,543 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $177,371 | 4,487 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,164,962 | 59,608 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,222,634 | 57,626 | Shares | Sole | 2024-11-18 | |
| 2023-03-31 | $255,919 | 5,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,453 | 6,232 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $292,202 | 6,373 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $333,418 | 6,521 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $375,185 | 6,988 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||