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Phoenix Holdings Ltd.

SEC CIK
0001679543
Latest filing
Aug 11, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Phoenix Holdings Ltd., 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of WTRG by Phoenix Holdings Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−6,059−100.0%Sold outHolders
Q4 20256,059$232.2K<0.1%−392−6.1%ReducedHolders
Q3 20256,451$257.6K<0.1%−1,407−17.9%ReducedHolders
Q2 20257,858$291.5K<0.1%−568−6.7%ReducedHolders
Q1 20258,426$334.7K<0.1%−43,496−83.8%ReducedHolders
Q4 202451,922$1.89M<0.1%−5,952−10.3%ReducedHolders
Q3 202457,874$2.24M<0.1%+47,581+462.3%AddedHolders
Q2 202410,293$384.4K<0.1%+112+1.1%AddedHolders
Q1 202410,181$376.1K<0.1%+1,164+12.9%AddedHolders
Q4 20239,017$339.1K<0.1%−313−3.4%ReducedHolders
Q3 20239,330$319.2K<0.1%+1,055+12.7%AddedHolders
Q2 20238,275$326.0K<0.1%−128−1.5%ReducedHolders
Q1 20238,403$358.5K<0.1%+1,130+15.5%AddedHolders
Q4 20227,273$352.2K<0.1%−525−6.7%ReducedHolders
Q3 20227,798$333.0K<0.1%−912−10.5%ReducedHolders
Q2 20228,710$393.0K<0.1%−711−7.5%ReducedHolders
Q1 20229,421$484.0K<0.1%−2,030−17.7%ReducedHolders
Q4 202111,451$611.0K<0.1%−807−6.6%ReducedHolders
Q3 202112,258$572.0K<0.1%+12,258NewHolders
Q2 20210$00.0%−6,636−100.0%Sold outHolders
Q1 20216,636$293.0K<0.1%––Holders

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