Position in CDZI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$167,514
New position
Shares Held
34,117
first reported quarter
Ownership
0.040%
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 Jun 30, 2026IEQ CAPITAL, LLC holds $19,462,501 across 8 Utilities - Regulated Water names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
101,674 | $8,401,322 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
138,340 | $5,299,805 | |
| 3 | CWT |
California Water Service Group
|
63,323 | $3,080,663 | |
| 4 | HTO |
H2o America
|
29,734 | $1,806,935 | |
| 5 | YORW |
York Water Co
|
12,495 | $382,971 | |
| 6 | MSEX |
Middlesex Water Co
|
3,895 | $218,743 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
26,893 | $155,441 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
16,108 | $116,621 |
All Filings in CDZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,514 | 34,117 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||