O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in CWT — California Water Service Group
CIK 1423442
Stamford, CT
Position in CWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$217,270
New position
Shares Held
4,466
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 343 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $4,577,340 across 5 Utilities - Regulated Water names. CWT ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
14,807 | $1,948,305 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
26,876 | $1,029,619 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
143,315 | $828,360 | |
| 4 | AWR |
American States Water Co
|
6,702 | $553,786 | |
| 5 | CWT |
California Water Service Group
This page
|
4,466 | $217,270 |
All Filings in CWT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,270 | 4,466 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||