Position in CWT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,262,809
+$166,560 QoQ
Shares Held
27,852
+10.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
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, 2026HighTower Advisors, LLC holds $85,286,298 across 8 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.
|
543,833 | $74,010,232 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
99,816 | $4,019,590 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
67,588 | $2,062,109 | |
| 4 | AWR |
American States Water Co
|
20,654 | $1,561,855 | |
| 5 | MSEX |
Middlesex Water Co
|
24,383 | $1,269,135 | |
| 6 | CWT |
California Water Service Group
This page
|
27,852 | $1,262,809 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
20,052 | $664,122 | |
| 8 | HTO |
H2o America
|
7,439 | $436,446 |
All Filings in CWT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,262,809 | 27,852 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,096,249 | 25,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,210,302 | 26,374 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,229,278 | 27,029 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,249,541 | 25,785 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,051,882 | 23,205 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,138,403 | 20,996 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,010,774 | 20,845 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $968,271 | 20,832 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,120,236 | 21,597 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $970,895 | 20,522 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,174,530 | 22,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,345,933 | 23,126 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $807,421 | 13,315 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $372,254 | 7,065 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $388,961 | 7,002 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $424,326 | 7,158 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $487,570 | 6,785 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $403,552 | 6,848 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $380,337 | 6,848 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $273,136 | 4,848 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $391,609 | 7,248 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $317,271 | 7,302 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $347,923 | 7,294 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $285,515 | 5,674 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||