Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$23,943
-$1,225 QoQ
Shares Held
625
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 693 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $63,417 across 2 Utilities - Regulated Water names. WTRG ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
300 | $39,474 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
625 | $23,943 |
All Filings in WTRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,943 | 625 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $25,168 | 625 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,975 | 625 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,937 | 625 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,212 | 625 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $64,236 | 1,625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $59,056 | 1,626 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $78,759 | 2,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,227 | 2,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,656 | 2,042 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $76,268 | 2,042 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,101 | 2,042 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $95,464 | 2,392 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $104,410 | 2,392 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $114,170 | 2,392 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||