Position in CWT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,131,842
+$93,919 QoQ
Shares Held
23,265
+1.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 344 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. CWT ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
466,253 | $61,349,569 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
405,949 | $15,551,906 | |
| 3 | AWR |
American States Water Co
|
56,489 | $4,667,686 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
430,538 | $2,488,509 | |
| 5 | ARTNA |
Artesian Resources Corp
|
44,462 | $1,511,263 | |
| 6 | YORW |
York Water Co
|
45,144 | $1,383,663 | |
| 7 | MSEX |
Middlesex Water Co
|
22,605 | $1,269,496 | |
| 8 | CWT |
California Water Service Group
This page
|
23,265 | $1,131,842 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,842 | 23,265 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,037,923 | 22,892 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $952,350 | 21,979 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $925,830 | 20,175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $970,042 | 21,329 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,083,517 | 22,359 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $976,408 | 21,540 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,053,169 | 19,424 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $882,178 | 18,193 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $790,857 | 17,015 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $832,876 | 16,057 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $577,229 | 12,201 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $688,692 | 13,339 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $758,171 | 13,027 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $856,479 | 14,124 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $687,235 | 13,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $667,155 | 12,010 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $511,882 | 8,635 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $644,656 | 8,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $439,323 | 7,455 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $404,164 | 7,277 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $342,152 | 6,073 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $408,466 | 7,560 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $284,380 | 6,545 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $246,179 | 5,161 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $258,745 | 5,142 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||