Colonial Trust Co / SC

Bank

Position in WTRG — Essential Utilities, Inc.

CIK 1954093 SPARTANBURG, SC

Position in WTRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$95,391

-$13,539 QoQ

Shares Held

2,490

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#519

of 693 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $136,838 across 2 Utilities - Regulated Water names. WTRG ranks #1 (69.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	2,490	$95,391
2	AWK	American Water Works Company, Inc.	315	$41,447

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,391	2,490	-7.9%	Shares	Sole	2026-08-11
2026-03-31	$108,930	2,705	0.0%	Shares	Sole	2026-05-12
2025-12-31	$103,763	2,705	+9.2%	Shares	Sole	2026-02-12
2025-09-30	$98,792	2,476	0.0%	Shares	Sole	2025-11-10
2025-06-30	$91,958	2,476	-6.2%	Shares	Sole	2025-08-13
2025-03-31	$104,398	2,641	-5.4%	Shares	Sole	2025-05-14
2024-12-31	$101,405	2,792	+19.1%	Shares	Sole	2025-02-14
2024-09-30	$90,446	2,345	0.0%	Shares	Sole	2024-11-12
2024-06-30	$87,538	2,345	-2.3%	Shares	Sole	2024-08-14
2024-03-31	$88,920	2,400	+100.8%	Shares	Sole	2024-05-14
2023-12-31	$44,633	1,195	-11.2%	Shares	Sole	2024-02-14
2023-09-30	$46,173	1,345	0.0%	Shares	Sole	2023-11-13
2023-06-30	$53,678	1,345	-21.1%	Shares	Sole	2023-08-14
2023-03-31	$74,423	1,705	+508.9%	Shares	Sole	2023-05-11
2022-12-31	$13,364	280	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.