Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in WTRG — Essential Utilities, Inc.

CIK 1544599 ZURICH, V8

Position in WTRG

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

Position Value

$164,733

-$8,428 QoQ

Shares Held

4,300

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#505

of 691 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $1,866,356 across 3 Utilities - Regulated Water names. WTRG ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	11,935	$1,570,407
2	WTRG	Essential Utilities, Inc. This page	4,300	$164,733
3	AWR	American States Water Co	1,588	$131,216

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,733	4,300	0.0%	Shares	Sole	2026-08-10
2026-03-31	$173,161	4,300	0.0%	Shares	Sole	2026-05-05
2025-12-31	$164,948	4,300	0.0%	Shares	Sole	2026-02-05
2025-09-30	$171,570	4,300	0.0%	Shares	Sole	2025-11-13
2025-06-30	$159,702	4,300	0.0%	Shares	Sole	2025-08-14
2025-03-31	$169,979	4,300	-55.7%	Shares	Sole	2025-09-17
2024-12-31	$352,158	9,696	+7.4%	Shares	Sole	2025-02-07
2024-09-30	$348,132	9,026	-6.1%	Shares	Sole	2024-11-14
2024-06-30	$358,927	9,615	-10.1%	Shares	Sole	2024-08-14
2024-03-31	$396,435	10,700	0.0%	Shares	Sole	2024-05-14
2023-12-31	$399,645	10,700	-1.2%	Shares	Sole	2024-05-16
2023-09-30	$371,828	10,831	+3.1%	Shares	Sole	2023-11-13
2023-06-30	$419,174	10,503	-1.8%	Shares	Sole	2023-07-24
2023-03-31	$467,055	10,700	0.0%	Shares	Sole	2023-05-11
2022-12-31	$510,711	10,700	+1.6%	Shares	Sole	2023-01-24
2022-09-30	$435,772	10,531	-1.6%	Shares	Sole	2022-11-04
2022-06-30	$490,595	10,700	0.0%	Shares	Sole	2022-07-22
2022-03-31	$547,091	10,700	0.0%	Shares	Sole	2022-05-09
2021-12-31	$574,483	10,700	0.0%	Shares	Sole	2022-02-15
2021-09-30	$493,056	10,700	0.0%	Shares	Sole	2021-11-12
2021-06-30	$488,990	10,700	0.0%	Shares	Sole	2021-07-23
2021-03-31	$478,825	10,700	0.0%	Shares	Sole	2021-05-10
2020-12-31	$506,003	10,700	0.0%	Shares	Sole	2021-02-24
2020-09-30	$430,675	10,700	-26.7%	Shares	Sole	2020-11-10
2020-03-31	$594,301	14,602	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.