Benedict Financial Advisors Inc Essential Utilities, Inc. Transaction History

Benedict Financial Advisors Inc

$435 Million
Q2 2025

A detailed history of Benedict Financial Advisors Inc transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Benedict Financial Advisors Inc holds 66,026 shares of WTRG stock, worth $2.6 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

66,026

Previous 73,982 10.75%

Holding current value

$2.6 Million

Previous $2.92 Million 16.14%

% of portfolio

0.56%

Previous 0.68%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$36.92 - $41.39 $293,735 - $329,298	-7,956 Reduced 10.75%	66,026 $2.45 Million
Q1 2025 May 07, 2025	SELL	$33.49 - $40.57 $124,515 - $150,839	-3,718 Reduced 4.79%	73,982 $2.92 Million
Q4 2024 Jan 28, 2025	BUY	$36.18 - $40.55 $32,634 - $36,576	902 Added 1.17%	77,700 $2.82 Million
Q3 2024 Oct 24, 2024	BUY	$36.74 - $41.49 $163,419 - $184,547	4,448 Added 6.15%	76,798 $2.96 Million
Q2 2024 Jul 30, 2024	SELL	$33.88 - $39.67 $96,253 - $112,702	-2,841 Reduced 3.78%	72,350 $2.7 Million
Q1 2024 Apr 25, 2024	SELL	$34.18 - $38.66 $19,448 - $21,997	-569 Reduced 0.75%	75,191 $2.79 Million
Q4 2023 Jan 29, 2024	BUY	$32.59 - $37.64 $7,430 - $8,581	228 Added 0.3%	75,760 $2.83 Million
Q3 2023 Oct 18, 2023	SELL	$34.04 - $43.1 $6,773 - $8,576	-199 Reduced 0.26%	75,532 $2.59 Million
Q2 2023 Aug 10, 2023	BUY	$39.47 - $45.03 $19,261 - $21,974	488 Added 0.65%	75,731 $3.02 Million
Q1 2023 May 11, 2023	BUY	$40.65 - $49.0 $31,056 - $37,436	764 Added 1.03%	75,243 $3.28 Million
Q4 2022 Feb 14, 2023	SELL	$39.73 - $48.74 $4,410 - $5,410	-111 Reduced 0.15%	74,479 $3.55 Million
Q3 2022 Nov 07, 2022	SELL	$41.38 - $52.37 $7,862 - $9,950	-190 Reduced 0.25%	74,590 $3.09 Million
Q2 2022 Jul 28, 2022	BUY	$41.42 - $52.59 $4,763 - $6,047	115 Added 0.15%	74,780 $3.43 Million
Q1 2022 May 03, 2022	BUY	$44.8 - $53.13 $6,272 - $7,438	140 Added 0.19%	74,665 $3.82 Million
Q4 2021 Feb 09, 2022	BUY	$46.24 - $53.69 $1,433 - $1,664	31 Added 0.04%	74,525 $4 Million
Q3 2021 Oct 29, 2021	SELL	$46.08 - $51.15 $17,510 - $19,437	-380 Reduced 0.51%	74,494 $3.43 Million
Q2 2021 Aug 05, 2021	SELL	$44.72 - $49.09 $134 - $147	-3 Reduced -0.0%	74,874 $3.42 Million
Q1 2021 May 10, 2021	BUY	$41.5 - $48.72 $51,792 - $60,802	1,248 Added 1.69%	74,877 $3.35 Million
Q4 2020 Feb 02, 2021	BUY	$40.83 - $48.55 $4,858 - $5,777	119 Added 0.16%	73,629 $3.48 Million
Q3 2020 Nov 03, 2020	BUY	$38.53 - $47.81 $15,412 - $19,124	400 Added 0.55%	73,510 $2.96 Million
Q2 2020 Jul 23, 2020	BUY	$38.5 - $46.61 $6,083 - $7,364	158 Added 0.22%	73,110 $3.09 Million
Q1 2020 Apr 21, 2020	BUY	$32.65 - $54.07 $2.38 Million - $3.94 Million	72,952 New	72,952 $2.97 Million

Others Institutions Holding WTRG

# of Institutions

757

Shares Held

224M

Call Options Held

388K

Put Options Held

139K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.3B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

More about WTRG

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Benedict Financial Advisors Inc Essential Utilities, Inc. Transaction History