Key Financial Inc

Position in WTRG — Essential Utilities, Inc.

CIK 1801720 WEST CHESTER, PA

Position in WTRG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$829,142

-$186,024 QoQ

Shares Held

21,643

-14.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#301

of 691 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Key Financial Inc holds $1,041,075 across 4 Utilities - Regulated Water names. WTRG ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	21,643	$829,142
2	ARTNA	Artesian Resources Corp	3,025	$102,819
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	14,325	$82,798
4	AWK	American Water Works Company, Inc.	200	$26,316

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,142	21,643	-14.1%	Shares	Sole	2026-07-24
2026-03-31	$1,015,166	25,209	+5.9%	Shares	Sole	2026-04-24
2025-12-31	$913,044	23,802	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$947,983	23,759	+0.2%	Shares	Sole	2025-11-05
2025-06-30	$880,886	23,718	+0.2%	Shares	Sole	2025-08-05
2025-03-31	$935,911	23,676	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$858,459	23,636	+0.2%	Shares	Sole	2025-01-31
2024-09-30	$910,136	23,597	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$879,382	23,557	+0.5%	Shares	Sole	2024-07-30
2023-12-31	$875,894	23,451	+0.7%	Shares	Sole	2024-01-31
2023-09-30	$799,717	23,295	+0.0%	Shares	Sole	2023-11-01
2023-06-30	$929,623	23,293	+1.9%	Shares	Sole	2023-07-28
2023-03-31	$998,013	22,864	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$1,094,639	22,934	0.0%	Shares	Sole	2023-01-26
2022-09-30	$949,008	22,934	+0.5%	Shares	Sole	2022-10-28
2022-06-30	$1,046,801	22,831	+23.9%	Shares	Sole	2022-07-26
2022-03-31	$941,916	18,422	+28.7%	Shares	Sole	2022-04-27
2021-12-31	$768,787	14,319	0.0%	Shares	Sole	2022-01-19
2021-09-30	$659,819	14,319	0.0%	Shares	Sole	2021-11-01
2021-06-30	$654,378	14,319	-0.8%	Shares	Sole	2021-08-02
2021-03-31	$646,234	14,441	+0.9%	Shares	Sole	2021-04-30
2020-12-31	$677,145	14,319	0.0%	Shares	Sole	2021-01-29
2020-09-30	$576,339	14,319	-8.0%	Shares	Sole	2020-11-02
2020-06-30	$657,634	15,569	0.0%	Shares	Sole	2020-08-07
2020-03-31	$633,658	15,569	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.