Position in CWT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$493,933
+$39,705 QoQ
Shares Held
10,894
+3.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
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 CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $11,942,969 across 6 Utilities - Regulated Water names. CWT ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
99,178 | $7,499,840 | |
| 2 | AWK |
American Water Works Company, Inc.
|
19,580 | $2,664,642 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
14,328 | $576,988 | |
| 4 | HTO |
H2o America
|
9,221 | $540,996 | |
| 5 | CWT |
California Water Service Group
This page
|
10,894 | $493,933 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
21,946 | $166,570 |
All Filings in CWT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,933 | 10,894 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $454,228 | 10,483 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $484,001 | 10,547 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $509,603 | 11,205 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $567,030 | 11,701 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $433,264 | 9,558 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $527,235 | 9,724 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $442,374 | 9,123 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $457,270 | 9,838 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $515,432 | 9,937 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $465,388 | 9,837 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $507,832 | 9,836 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $562,794 | 9,670 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $586,328 | 9,669 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $509,459 | 9,669 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $537,057 | 9,668 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $578,750 | 9,763 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $701,497 | 9,762 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $575,274 | 9,762 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $536,627 | 9,662 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $544,300 | 9,661 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $512,204 | 9,480 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $433,631 | 9,980 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $476,046 | 9,980 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $528,611 | 10,505 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||