MERCER GLOBAL ADVISORS INC /ADV
Position in CWCO — Consolidated Water Co. Ltd.
CIK 853758
DENVER, CO
Position in CWCO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$655,077
+$28,646 QoQ
Shares Held
22,206
+17.4% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 165 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CWCO Over Time
Shares Held
Position Value (USD)
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. CWCO ranks #6 (4.2% of the industry book) .
| # | 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.
This page
|
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 CWCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,077 | 22,206 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||