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Livermore
Livermore
ZHEN

Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Key Financial 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)
21,643
Value
$829.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,643$829.1K0.1%−3,566−14.1%ReducedHolders
Q1 202625,209$1.02M0.2%+1,407+5.9%AddedHolders
Q4 202523,802$913.0K0.2%+43+0.2%AddedHolders
Q3 202523,759$922.3K0.2%+41+0.2%AddedHolders
Q2 202523,718$880.9K0.2%+42+0.2%AddedHolders
Q1 202523,676$935.9K0.2%+40+0.2%AddedHolders
Q4 202423,636$858.4K0.2%+39+0.2%AddedHolders
Q3 202423,597$910.1K0.2%+40+0.2%AddedHolders
Q2 202423,557$879.4K0.2%+65+0.3%AddedHolders
Q1 202423,492$870.4K0.2%+41+0.2%AddedHolders
Q4 202323,451$875.9K0.2%+156+0.7%AddedHolders
Q3 202323,295$799.7K0.3%+20.0%AddedHolders
Q2 202323,293$929.6K0.3%+429+1.9%AddedHolders
Q1 202322,864$998.0K0.4%−70−0.3%ReducedHolders
Q4 202222,934$949.0K0.4%00.0%UnchangedHolders
Q3 202222,934$949.0K0.4%+103+0.5%AddedHolders
Q2 202222,831$1.08M0.6%+4,409+23.9%AddedHolders
Q1 202218,422$942.0K0.5%+4,103+28.7%AddedHolders
Q4 202114,319$769.0K0.4%00.0%UnchangedHolders
Q3 202114,319$660.0K0.4%00.0%UnchangedHolders
Q2 202114,319$703.0K0.4%−122−0.8%ReducedHolders
Q1 202114,441$646.0K0.4%––Holders

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