Swiss Life Asset Management Ltd

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1637689 Zurich, V8

Position in AQN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$281,737

+$4,474 QoQ

Shares Held

48,078

+6.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#138

of 241 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $16,921,863 across 4 Utilities - Diversified names. AQN ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	120,883	$11,207,062
2	AES	Aes Corp	344,136	$5,045,033
3	AVA	Avista Corp	9,485	$388,031
4	AQN	Algonquin Power & Utilities Corp. This page	48,078	$281,737

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,737	48,078	+6.5%	Shares	Sole	2026-07-29
2026-03-31	$277,263	45,157	+29.8%	Shares	Sole	2026-05-14
2025-12-31	$214,001	34,797	0.0%	Shares	Sole	2026-02-04
2025-09-30	$186,859	34,797	+78.8%	Shares	Sole	2025-12-02
2025-06-30	$111,540	19,466	+71.4%	Shares	Sole	2025-12-02
2025-03-31	$58,364	11,355	+6.5%	Shares	Sole	2025-12-02
2024-12-31	$47,432	10,659	-62.8%	Shares	Sole	2025-12-09
2023-09-30	$169,750	28,674	0.0%	Shares	Defined	2025-12-09
2023-06-30	$236,847	28,674	+567.6%	Shares	Defined	2025-12-09
2022-06-30	$57,681	4,295	-82.0%	Shares	Defined	2025-12-09
2020-12-31	$393,443	23,903	+68.0%	Shares	Defined	2025-12-29
2020-06-30	$184,084	14,226	-61.9%	Shares	Defined	2025-12-29
2020-03-31	$500,356	37,340	—	Shares	Defined	2025-12-29
No filing history on record for this holder in this stock.