New York Life Investment Management LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1133639 New York, NY

Position in WTRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,286,756

-$6,764,787 QoQ

Shares Held

33,588

-83.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#257

of 693 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

New York Life Investment Management LLC holds $5,072,181 across 2 Utilities - Regulated Water names. WTRG ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc.	28,769	$3,785,425
2	WTRG	Essential Utilities, Inc. This page	33,588	$1,286,756

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,286,756	33,588	-83.2%	Shares	Sole	2026-08-10
2026-03-31	$8,051,543	199,939	+769.9%	Shares	Sole	2026-05-07
2025-12-31	$881,704	22,985	-14.8%	Shares	Sole	2026-02-05
2025-09-30	$1,076,621	26,983	+1.4%	Shares	Sole	2025-11-06
2025-06-30	$988,666	26,620	-12.9%	Shares	Sole	2025-08-01
2025-03-31	$1,207,997	30,559	+5.3%	Shares	Sole	2025-05-08
2024-12-31	$1,054,405	29,031	-7.9%	Shares	Sole	2025-02-05
2024-09-30	$1,215,302	31,509	-5.4%	Shares	Sole	2024-11-07
2024-06-30	$1,243,648	33,315	+10.0%	Shares	Sole	2024-08-05
2024-03-31	$1,122,170	30,288	+0.7%	Shares	Sole	2024-05-06
2023-12-31	$1,123,450	30,079	-1.6%	Shares	Sole	2024-02-06
2023-09-30	$1,049,845	30,581	+101.3%	Shares	Sole	2023-11-08
2023-06-30	$606,352	15,193	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.