Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,858
-$3,318 QoQ
Shares Held
1,693
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 693 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Coastline Trust Co holds $64,989 across 2 Utilities - Regulated Water names. WTRG ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
1,693 | $64,858 | |
| 2 | AWK |
American Water Works Company, Inc.
|
1 | $131 |
All Filings in WTRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,858 | 1,693 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $68,176 | 1,693 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $64,943 | 1,693 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $67,550 | 1,693 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $62,877 | 1,693 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $66,924 | 1,693 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $61,488 | 1,693 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $65,298 | 1,693 | Shares | Defined | 2024-11-06 | |
| 2023-12-31 | $1,057,863 | 28,323 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,009,129 | 29,395 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,332,913 | 33,398 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,852,417 | 42,438 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $2,068,856 | 43,345 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,860,486 | 44,961 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,205,659 | 48,106 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,437,929 | 47,681 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,535,294 | 47,221 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,172,026 | 47,136 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $2,195,702 | 48,046 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,341,677 | 52,328 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,702,528 | 57,148 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,239,227 | 55,633 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $2,361,765 | 55,913 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $2,265,484 | 55,663 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||