Position in CWCO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$547,008
-$375,648 QoQ
Shares Held
16,516
-36.8% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $218,233,966 across 13 Utilities - Regulated Water names. CWCO ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,320,145 | $179,658,530 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
614,980 | $24,765,243 | |
| 3 | AWR |
American States Water Co
|
46,879 | $3,544,989 | |
| 4 | CWT |
California Water Service Group
|
52,807 | $2,394,267 | |
| 5 | GWRS |
Global Water Resources, Inc.
|
310,600 | $2,357,452 | |
| 6 | HTO |
H2o America
|
32,540 | $1,909,120 | |
| 7 | ARTNA |
Artesian Resources Corp
|
37,785 | $1,203,452 | |
| 8 | YORW |
York Water Co
|
21,970 | $668,985 |
All Filings in CWCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $547,008 | 16,516 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $922,656 | 26,145 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $704,118 | 19,958 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $536,666 | 17,877 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $411,259 | 16,793 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $300,349 | 11,601 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $251,242 | 9,966 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $269,725 | 10,163 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $251,947 | 8,596 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $505,945 | 14,212 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $174,564 | 6,138 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $200,163 | 8,261 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $45,165 | 2,749 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $46,205 | 3,122 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $37,604 | 2,445 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,517 | 1,346 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $77,784 | 7,033 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $73,894 | 6,945 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $74,612 | 6,545 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $76,760 | 6,544 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $242,421 | 18,024 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $375,115 | 31,130 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $471,290 | 45,273 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $890,026 | 61,679 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $608,947 | 37,131 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||