Coston, McIsaac & Partners
- SEC CIK
- 0001945037
- Latest filing
- Aug 12, 2026
WTRG holding history
Essential Utilities, Inc. in every 13F filed by Coston, McIsaac & Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings
- Shares (Q2 2026)
- 128,308
- Value
- $4.91M
- % of portfolio
- 1.0%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 128,308 | $4.91M | 1.0% | +6,229+5.1% | Added | Holders |
| Q1 2026 | 122,079 | $4.92M | 1.1% | +6,909+6.0% | Added | Holders |
| Q4 2025 | 115,170 | $4.42M | 1.0% | +2,767+2.5% | Added | Holders |
| Q3 2025 | 112,403 | $4.48M | 1.1% | +2,909+2.7% | Added | Holders |
| Q2 2025 | 109,494 | $4.07M | 1.1% | +1,297+1.2% | Added | Holders |
| Q1 2025 | 108,197 | $4.28M | 1.2% | +8,369+8.4% | Added | Holders |
| Q4 2024 | 99,828 | $3.62M | 1.1% | −7,866−7.3% | Reduced | Holders |
| Q3 2024 | 107,694 | $4.15M | 1.2% | +3,915+3.8% | Added | Holders |
| Q2 2024 | 103,779 | $3.87M | 1.2% | +4,112+4.1% | Added | Holders |
| Q1 2024 | 99,667 | $3.69M | 1.2% | +3,837+4.0% | Added | Holders |
| Q4 2023 | 95,830 | $3.58M | 1.2% | +4,768+5.2% | Added | Holders |
| Q3 2023 | 91,062 | $3.13M | 1.2% | +9,081+11.1% | Added | Holders |
| Q2 2023 | 81,981 | $3.27M | 1.1% | +3,238+4.1% | Added | Holders |
| Q1 2023 | 78,743 | $3.44M | 1.3% | +4,677+6.3% | Added | Holders |
| Q4 2022 | 74,066 | $3.54M | 1.4% | +6,926+10.3% | Added | Holders |
| Q3 2022 | 67,140 | $2.78M | 1.3% | +7,142+11.9% | Added | Holders |
| Q2 2022 | 59,998 | $2.75M | 1.7% | – | No prior filing | Holders |