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Livermore
Livermore
ZHEN

Benedict Financial Advisors Inc

SEC CIK
0000711089
Latest filing
Jul 16, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Benedict Financial Advisors Inc, 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)
50,590
Value
$1.94M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Benedict Financial Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,590$1.94M0.4%−2,633−4.9%ReducedHolders
Q1 202653,223$2.14M0.4%−2,707−4.8%ReducedHolders
Q4 202555,930$2.15M0.5%−3,299−5.6%ReducedHolders
Q3 202559,229$2.36M0.5%−6,797−10.3%ReducedHolders
Q2 202566,026$2.45M0.6%−7,956−10.8%ReducedHolders
Q1 202573,982$2.92M0.7%−3,718−4.8%ReducedHolders
Q4 202477,700$2.82M0.7%+902+1.2%AddedHolders
Q3 202476,798$2.96M0.7%+4,448+6.1%AddedHolders
Q2 202472,350$2.70M0.7%−2,841−3.8%ReducedHolders
Q1 202475,191$2.79M0.7%−569−0.8%ReducedHolders
Q4 202375,760$2.83M0.8%+228+0.3%AddedHolders
Q3 202375,532$2.59M0.7%−199−0.3%ReducedHolders
Q2 202375,731$3.02M0.8%+488+0.6%AddedHolders
Q1 202375,243$3.28M0.9%+764+1.0%AddedHolders
Q4 202274,479$3.55M1.1%−111−0.1%ReducedHolders
Q3 202274,590$3.09M1.0%−190−0.3%ReducedHolders
Q2 202274,780$3.43M1.0%+115+0.2%AddedHolders
Q1 202274,665$3.82M1.0%+140+0.2%AddedHolders
Q4 202174,525$4.00M1.0%+310.0%AddedHolders
Q3 202174,494$3.43M1.0%−380−0.5%ReducedHolders
Q2 202174,874$3.42M1.0%−30.0%ReducedHolders
Q1 202174,877$3.35M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.