Costello Asset Management, INC
Position in WTRG — Essential Utilities, Inc.
CIK 1760145
FEASTERVILLE, PA
Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$675,941
-$87,980 QoQ
Shares Held
17,644
-7.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#331
of 691 holders
Holding Since
Jun 2020
25 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, 2026Costello Asset Management, INC holds $5,642,150 across 9 Utilities - Regulated Water names. WTRG ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARTNA |
Artesian Resources Corp
|
115,979 | $3,942,126 | |
| 2 | AWK |
American Water Works Company, Inc.
|
6,705 | $882,243 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
17,644 | $675,941 | |
| 4 | YORW |
York Water Co
|
1,927 | $59,062 | |
| 5 | MSEX |
Middlesex Water Co
|
695 | $39,031 | |
| 6 | HTO |
H2o America
|
259 | $15,739 | |
| 7 | CWT |
California Water Service Group
|
275 | $13,378 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
300 | $8,850 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,941 | 17,644 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $763,921 | 18,970 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $730,911 | 19,054 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,914,309 | 98,103 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,782,486 | 101,844 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,126,378 | 104,386 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,421,344 | 94,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,909,648 | 101,365 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,803,553 | 101,890 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,907,922 | 105,477 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,146,671 | 111,022 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,896,626 | 113,505 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,532,778 | 113,575 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,420,850 | 78,370 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,803,842 | 79,695 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,297,365 | 79,685 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,721,140 | 81,159 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,500,052 | 48,896 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $951,172 | 17,716 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $807,137 | 17,516 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $791,341 | 17,316 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $843,895 | 18,858 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $866,494 | 18,323 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $696,767 | 17,311 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $562,045 | 13,306 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||