Coston, McIsaac & Partners

Position in WTRG — Essential Utilities, Inc.

CIK 1945037 BAR HARBOR, ME

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,915,478

-$643 QoQ

Shares Held

128,308

+5.1% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#145

of 693 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Coston, McIsaac & Partners holds $5,114,451 across 2 Utilities - Regulated Water names. WTRG ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	128,308	$4,915,478
2	AWR	American States Water Co	2,408	$198,973

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,915,478	128,308	+5.1%	Shares	Sole	2026-08-12
2026-03-31	$4,916,121	122,079	+6.0%	Shares	Sole	2026-04-22
2025-12-31	$4,417,920	115,170	+2.5%	Shares	Sole	2026-02-03
2025-09-30	$4,484,878	112,403	+2.7%	Shares	Sole	2025-11-05
2025-06-30	$4,066,606	109,494	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$4,277,027	108,197	+8.4%	Shares	Sole	2025-05-13
2024-12-31	$3,625,751	99,828	-7.3%	Shares	Sole	2025-01-23
2024-09-30	$4,153,756	107,694	+3.8%	Shares	Sole	2024-10-22
2024-06-30	$3,874,069	103,779	+4.1%	Shares	Sole	2024-07-31
2024-03-31	$3,692,661	99,667	+4.0%	Shares	Sole	2024-04-17
2023-12-31	$3,579,250	95,830	+5.2%	Shares	Sole	2024-01-23
2023-09-30	$3,126,158	91,062	+11.1%	Shares	Sole	2023-11-14
2023-06-30	$3,271,861	81,981	+4.1%	Shares	Sole	2023-08-01
2023-03-31	$3,437,131	78,743	+6.3%	Shares	Sole	2023-04-19
2022-12-31	$3,535,170	74,066	+10.3%	Shares	Sole	2023-02-09
2022-09-30	$2,778,253	67,140	+11.9%	Shares	Sole	2022-10-31
2022-06-30	$2,750,908	59,998	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.