ENVESTNET ASSET MANAGEMENT INC
Position in CWCO — Consolidated Water Co. Ltd.
CIK 1407543
Berwyn, PA
Position in CWCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$248,272
-$1,003,531 QoQ
Shares Held
8,416
-77.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 165 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $77,996,571 across 6 Utilities - Regulated Water names. CWCO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
546,469 | $71,904,391 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
81,214 | $3,111,308 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
246,533 | $1,424,960 | |
| 4 | HTO |
H2o America
|
16,646 | $1,011,577 | |
| 5 | AWR |
American States Water Co
|
3,583 | $296,063 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
This page
|
8,416 | $248,272 |
All Filings in CWCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,272 | 8,416 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,251,803 | 37,796 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $313,586 | 8,886 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,111,425 | 31,503 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $264,115 | 8,798 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $235,177 | 9,603 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||