PRINCIPAL FINANCIAL GROUP INC
Position in CWT — California Water Service Group
CIK 1126328
DES MOINES, IA
Position in CWT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,073,958
+$942,453 QoQ
Shares Held
289,290
-0.1% QoQ
Ownership
0.468%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 343 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $102,596,935 across 7 Utilities - Regulated Water names. CWT ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
222,681 | $29,300,365 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
643,984 | $24,671,025 | |
| 3 | AWR |
American States Water Co
|
190,996 | $15,781,999 | |
| 4 | CWT |
California Water Service Group
This page
|
289,290 | $14,073,958 | |
| 5 | HTO |
H2o America
|
189,995 | $11,545,995 | |
| 6 | MSEX |
Middlesex Water Co
|
107,530 | $6,038,884 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
204,967 | $1,184,709 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,073,958 | 289,290 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $13,131,505 | 289,623 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,306,716 | 284,023 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $13,202,781 | 287,705 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $13,434,109 | 295,385 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,362,525 | 296,379 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,096,879 | 288,923 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $15,051,200 | 277,595 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $13,842,342 | 285,468 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $13,944,417 | 300,009 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $16,393,668 | 316,053 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $15,191,666 | 321,109 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $16,803,757 | 325,465 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $19,273,453 | 331,159 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $20,351,632 | 335,614 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $17,681,235 | 335,571 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,530,701 | 333,586 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $24,882,305 | 419,742 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $30,476,400 | 424,108 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $26,773,607 | 454,329 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $25,210,938 | 453,924 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $21,284,293 | 377,783 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $20,248,120 | 374,757 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $16,367,397 | 376,695 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $18,549,861 | 388,886 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $21,765,714 | 432,546 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||