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Swiss Life Asset Management’s Essential Utilities WTRG Stock Holding History

Swiss Life Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
26,444
+1,183
+5% +$45.2K ﹤0.01% 698
2026
Q1 		$1.02M Sell
25,261
-69,356
-73% -$2.73M 0.01% 655
2025
Q4 		$3.63M Sell
94,617
-10,316
-10% -$406K 0.02% 468
2025
Q3 		$4.19M Buy
104,933
+6,395
+6% +$244K 0.02% 436
2025
Q2 		$3.66M Buy
98,538
+65,462
+198% +$2.55M 0.02% 445
2025
Q1 		$1.31M Sell
33,076
-9,248
-22% -$340K 0.01% 576
2024
Q4 		$1.54M Buy
42,324
+22,422
+113% +$870K 0.01% 519
2024
Q3 		$767K Sell
19,902
-16,018
-45% -$630K 0.01% 478
2024
Q2 		$1.34M Sell
35,920
-12,311
-26% -$457K 0.02% 425
2024
Q1 		$1.79M Sell
48,231
-44,497
-48% -$1.61M 0.02% 353
2023
Q4 		$3.47M Buy
92,728
+2,986
+3% +$104K 0.04% 368
2023
Q3 		$3.08M Sell
89,742
-24,428
-21% -$946K 0.05% 377
2023
Q2 		$4.56M Buy
114,170
+15,813
+16% +$663K 0.07% 330
2023
Q1 		$4.29M Buy
98,357
+76,804
+356% +$3.46M 0.06% 346
2022
Q4 		$1.03M Buy
21,553
+11,108
+106% +$503K 0.02% 491
2022
Q3 		$432K Sell
10,445
-6,526
-38% -$316K 0.01% 526
2022
Q2 		$780K Buy
16,971
+10,840
+177% +$503K 0.01% 501
2022
Q1 		$312K Sell
6,131
-13,169
-68% -$635K ﹤0.01% 549
2021
Q4 		$1.04M Buy
19,300
+13,069
+210% +$635K 0.01% 467
2021
Q3 		$287K Buy
+6,231
New +$302K ﹤0.01% 535

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swiss Life Asset Management's WTRG Position: Q2 2026 in Review

Swiss Life Asset Management increased its Essential Utilities (WTRG) stake by 4.7% in Q2 2026, buying an estimated $45.2K and bringing the position to 26,444 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Swiss Life Asset Management first reported a position in WTRG in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.56M in Q2 2023. 489 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Swiss Life Asset Management held 26,444 shares of Essential Utilities worth $1.01M as of Q2 2026.
  • Swiss Life Asset Management bought 1,183 Essential Utilities shares in Q2 2026, an estimated $45.2K.
  • Essential Utilities made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #698 holding.
  • Swiss Life Asset Management first reported a position in Essential Utilities in Q3 2021 and has held it in 20 quarters since.
  • Swiss Life Asset Management's Essential Utilities position peaked at $4.56M in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.