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Equibles

D.A. DAVIDSON & CO.

Position in CWT — California Water Service Group

CIK 1080107 GREAT FALLS, MT
Back to CWT Full portfolio

Position in CWT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$546,436
+$52,503 QoQ
Shares Held
11,232
+3.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 345 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CWT Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $12,490,930 across 6 Utilities - Regulated Water names. CWT ranks #5 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWR
American States Water Co
 91,939 $7,596,919
2 AWK
American Water Works Company, Inc.
 18,569 $2,443,309
3 WTRG
Essential Utilities, Inc.
 31,064 $1,190,061
4 HTO
H2o America
 9,138 $555,316
5 CWT
California Water Service Group
This page 		11,232 $546,436
6 GWRS
Global Water Resources, Inc.
 21,946 $158,889

All Filings in CWT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $546,436 11,232
2026-03-31 $493,933 10,894
2025-12-31 $454,228 10,483
2025-09-30 $484,001 10,547
2025-06-30 $509,603 11,205
2025-03-31 $567,030 11,701
2024-12-31 $433,264 9,558
2024-09-30 $527,235 9,724
2024-06-30 $442,374 9,123
2024-03-31 $457,270 9,838
2023-12-31 $515,432 9,937
2023-09-30 $465,388 9,837
2023-06-30 $507,832 9,836
2023-03-31 $562,794 9,670
2022-12-31 $586,328 9,669
2022-09-30 $509,459 9,669
2022-06-30 $537,057 9,668
2022-03-31 $578,750 9,763
2021-12-31 $701,497 9,762
2021-09-30 $575,274 9,762
2021-06-30 $536,627 9,662
2021-03-31 $544,300 9,661
2020-12-31 $512,204 9,480
2020-09-30 $433,631 9,980
2020-06-30 $476,046 9,980
2020-03-31 $528,611 10,505