Position in CWT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,887
+$10,739 QoQ
Shares Held
491
+69.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 343 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $1,556,271 across 9 Utilities - Regulated Water names. CWT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
6,192 | $814,743 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
7,950 | $304,564 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,020 | $300,675 | |
| 4 | AWR |
American States Water Co
|
576 | $47,594 | |
| 5 | YORW |
York Water Co
|
801 | $24,550 | |
| 6 | CWT |
California Water Service Group
This page
|
491 | $23,887 | |
| 7 | HTO |
H2o America
|
292 | $17,744 | |
| 8 | MSEX |
Middlesex Water Co
|
203 | $11,400 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,887 | 491 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,148 | 290 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $68,894 | 1,590 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $67,182 | 1,464 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $63,535 | 1,397 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $29,415 | 607 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,248 | 557 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,591 | 472 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $20,802 | 429 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $21,799 | 469 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $98,086 | 1,891 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $50,385 | 1,065 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $33,456 | 648 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $34,629 | 595 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $38,203 | 630 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $37,673 | 715 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $33,552 | 604 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $27,920 | 471 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $30,971 | 431 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $26,754 | 454 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $18,161 | 327 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,099 | 268 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,914 | 202 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,994 | 184 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,672 | 77 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,516 | 50 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||