Position in CDZI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$52,168
New position
Shares Held
10,625
first reported quarter
Ownership
0.013%
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 38%
Shared 0%
None 62%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
38,748 | $5,098,461 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
98,527 | $3,774,569 | |
| 3 | AWR |
American States Water Co
|
35,011 | $2,892,958 | |
| 4 | CWT |
California Water Service Group
|
24,355 | $1,184,870 | |
| 5 | HTO |
H2o America
|
12,106 | $735,681 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
22,206 | $655,077 | |
| 7 | YORW |
York Water Co
|
15,791 | $483,994 | |
| 8 | MSEX |
Middlesex Water Co
|
5,509 | $309,385 |
All Filings in CDZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,168 | 10,625 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||