Swiss Life Asset Management Ltd

Position in WTRG — Essential Utilities, Inc.

CIK 1637689 Zurich, V8

Position in WTRG

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

Position Value

$1,013,069

-$4,191 QoQ

Shares Held

26,444

+4.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#287

of 691 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $10,770,934 across 3 Utilities - Regulated Water names. WTRG ranks #2 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	70,856	$9,323,232
2	WTRG	Essential Utilities, Inc. This page	26,444	$1,013,069
3	AWR	American States Water Co	5,260	$434,633

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,013,069	26,444	+4.7%	Shares	Sole	2026-07-29
2026-03-31	$1,017,260	25,261	-73.3%	Shares	Sole	2026-05-14
2025-12-31	$3,629,507	94,617	-9.8%	Shares	Sole	2026-02-04
2025-09-30	$4,186,826	104,933	+6.5%	Shares	Defined	2025-12-02
2025-06-30	$3,659,701	98,538	+197.9%	Shares	Sole	2025-12-02
2025-03-31	$1,307,493	33,076	-21.9%	Shares	Sole	2025-12-02
2024-12-31	$1,537,207	42,324	+112.7%	Shares	Defined	2025-12-09
2024-09-30	$767,620	19,902	-44.6%	Shares	Sole	2025-12-09
2024-06-30	$1,340,893	35,920	-25.5%	Shares	Sole	2025-12-09
2024-03-31	$1,786,958	48,231	-48.0%	Shares	Sole	2025-12-09
2023-12-31	$3,463,390	92,728	+3.3%	Shares	Defined	2025-12-09
2023-09-30	$3,080,842	89,742	-21.4%	Shares	Sole	2025-12-09
2023-06-30	$4,556,523	114,170	+16.1%	Shares	Defined	2025-12-09
2023-03-31	$4,293,282	98,357	+356.3%	Shares	Defined	2025-12-09
2022-12-31	$1,028,724	21,553	+106.3%	Shares	Defined	2025-12-09
2022-09-30	$432,214	10,445	-38.5%	Shares	Defined	2025-12-09
2022-06-30	$778,120	16,971	+176.8%	Shares	Defined	2025-12-09
2022-03-31	$313,478	6,131	-68.2%	Shares	Defined	2025-12-09
2021-12-31	$1,036,217	19,300	+209.7%	Shares	Defined	2025-12-29
2021-09-30	$287,124	6,231	—	Shares	Defined	2025-12-29
No filing history on record for this holder in this stock.