Position in CDZI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4
New position
Shares Held
1
first reported quarter
Ownership
0.000%
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 100%
Shared 0%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Sunbelt Securities, Inc. holds $96,066 across 9 Utilities - Regulated Water names. CDZI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
679 | $92,405 | |
| 2 | AWR |
American States Water Co
|
24 | $1,814 | |
| 3 | CWT |
California Water Service Group
|
17 | $770 | |
| 4 | HTO |
H2o America
|
9 | $528 | |
| 5 | YORW |
York Water Co
|
15 | $456 | |
| 6 | MSEX |
Middlesex Water Co
|
1 | $52 | |
| 7 | PCYO |
Pure Cycle Corp
|
3 | $30 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
1 | $7 |
All Filings in CDZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4 | 1 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||