Position in CDZI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$56,823
New position
Shares Held
11,573
first reported quarter
Ownership
0.014%
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 4%
Shared 0%
None 96%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,879,119 across 8 Utilities - Regulated Water names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
138,233 | $18,188,698 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
96,716 | $3,705,189 | |
| 3 | AWR |
American States Water Co
|
37,918 | $3,133,164 | |
| 4 | CWT |
California Water Service Group
|
26,053 | $1,267,478 | |
| 5 | HTO |
H2o America
|
13,813 | $839,416 | |
| 6 | YORW |
York Water Co
|
14,117 | $432,686 | |
| 7 | MSEX |
Middlesex Water Co
|
3,736 | $209,813 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,764 | $102,675 |
All Filings in CDZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,823 | 11,573 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||