Position in WTRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,938,102
-$205,188 QoQ
Shares Held
50,590
-4.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#219
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026BENEDICT FINANCIAL ADVISORS INC holds $1,938,102 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
50,590 | $1,938,102 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,938,102 | 50,590 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,143,290 | 53,223 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,145,474 | 55,930 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,363,237 | 59,229 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,452,205 | 66,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,924,508 | 73,982 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,822,064 | 77,700 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,962,098 | 76,798 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,700,825 | 72,350 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,785,826 | 75,191 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,829,636 | 75,760 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,593,013 | 75,532 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,022,424 | 75,731 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,284,356 | 75,243 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,554,882 | 74,479 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,086,534 | 74,590 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,428,663 | 74,780 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,817,621 | 74,665 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,001,247 | 74,525 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,432,683 | 74,494 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,421,741 | 74,874 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,350,745 | 74,877 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,481,915 | 73,629 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,958,777 | 73,510 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,088,166 | 73,110 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,969,146 | 72,952 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||