Position in CWCO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$313,080
-$19,843 QoQ
Shares Held
9,453
+0.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in CWCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,150,721 across 4 Utilities - Regulated Water names. CWCO ranks #2 (27.2% of the industry book) .
All Filings in CWCO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,080 | 9,453 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $332,923 | 9,434 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $335,687 | 9,515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $276,963 | 9,226 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $239,413 | 9,776 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $236,582 | 9,138 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $236,973 | 9,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $208,179 | 7,844 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $210,152 | 7,170 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $238,876 | 6,710 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $260,884 | 10,767 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $208,332 | 12,680 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||