MERCER GLOBAL ADVISORS INC /ADV
Position in CWCO — Consolidated Water Co. Ltd.
CIK 853758
DENVER, CO
Position in CWCO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$626,431
+$17,114 QoQ
Shares Held
18,914
+9.5% QoQ
Ownership
0.118%
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 3%
Shared 0%
None 97%
Common Shares in CWCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $9,568,921 across 9 Utilities - Regulated Water names. CWCO ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
24,472 | $3,330,394 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
64,996 | $2,617,388 | |
| 3 | AWR |
American States Water Co
|
19,559 | $1,479,051 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
This page
|
18,914 | $626,431 | |
| 5 | CWT |
California Water Service Group
|
12,667 | $574,321 | |
| 6 | HTO |
H2o America
|
7,683 | $450,761 | |
| 7 | YORW |
York Water Co
|
12,352 | $376,118 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
10,208 | $62,289 |
All Filings in CWCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $626,431 | 18,914 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $609,317 | 17,266 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $604,028 | 17,121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $496,831 | 16,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $408,517 | 16,681 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $422,964 | 16,337 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $431,519 | 17,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $454,285 | 17,117 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $466,234 | 15,907 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $566,324 | 15,908 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $449,949 | 15,821 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $381,961 | 15,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $263,931 | 16,064 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $233,307 | 15,764 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $247,064 | 16,064 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $232,928 | 16,064 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $174,349 | 15,764 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $167,728 | 15,764 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $179,709 | 15,764 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $184,911 | 15,764 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $212,025 | 15,764 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $206,404 | 17,129 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $178,312 | 17,129 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $247,171 | 17,129 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $280,915 | 17,129 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||