Position in WTRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$419,302
-$21,412 QoQ
Shares Held
10,945
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#385
of 691 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $1,036,412 across 2 Utilities - Regulated Water names. WTRG ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,690 | $617,110 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
10,945 | $419,302 |
All Filings in WTRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,302 | 10,945 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $440,714 | 10,944 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $416,474 | 10,857 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $433,194 | 10,857 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $407,240 | 10,965 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||