Position in CDZI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$50,008
New position
Shares Held
10,185
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Creative Planning holds $21,871,085 across 8 Utilities - Regulated Water names. CDZI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
68,826 | $9,366,530 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
200,642 | $8,079,853 | |
| 3 | AWR |
American States Water Co
|
27,452 | $2,075,920 | |
| 4 | CWT |
California Water Service Group
|
18,240 | $827,001 | |
| 5 | HTO |
H2o America
|
10,397 | $609,991 | |
| 6 | YORW |
York Water Co
|
19,257 | $586,375 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
45,134 | $275,407 | |
| 8 | CDZI |
Cadiz Inc
This page
|
10,185 | $50,008 |
All Filings in CDZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,008 | 10,185 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||