Clean Yield Group

Position in CWT — California Water Service Group

CIK 1525865 NORWICH, VT

Position in CWT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$478,472

+$18,952 QoQ

Shares Held

9,835

-3.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#170

of 343 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clean Yield Group holds $10,625,826 across 5 Utilities - Regulated Water names. CWT ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	50,633	$6,662,290
2	HTO	H2o America	46,155	$2,804,839
3	CWT	California Water Service Group This page	9,835	$478,472
4	WTRG	Essential Utilities, Inc.	11,379	$435,929
5	MSEX	Middlesex Water Co	4,350	$244,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,472	9,835	-3.0%	Shares	Sole	2026-08-05
2026-03-31	$459,520	10,135	-7.3%	Shares	Sole	2026-04-14
2025-12-31	$473,813	10,935	-2.7%	Shares	Sole	2026-01-26
2025-09-30	$515,574	11,235	-2.2%	Shares	Sole	2025-10-23
2025-06-30	$522,337	11,485	0.0%	Shares	Sole	2025-07-17
2025-03-31	$556,563	11,485	0.0%	Shares	Sole	2025-04-14
2024-12-31	$520,615	11,485	0.0%	Shares	Sole	2025-01-13
2024-09-30	$622,716	11,485	0.0%	Shares	Sole	2024-10-07
2024-06-30	$556,907	11,485	-4.2%	Shares	Sole	2024-07-10
2024-03-31	$557,062	11,985	-7.0%	Shares	Sole	2024-05-29
2023-12-31	$668,344	12,885	0.0%	Shares	Sole	2024-01-24
2023-09-30	$609,589	12,885	0.0%	Shares	Sole	2023-10-12
2023-06-30	$665,252	12,885	-3.7%	Shares	Sole	2023-07-26
2023-03-31	$779,007	13,385	0.0%	Shares	Sole	2023-04-26
2022-12-31	$811,666	13,385	0.0%	Shares	Sole	2023-01-31
2022-09-30	$705,255	13,385	0.0%	Shares	Sole	2022-10-31
2022-06-30	$743,536	13,385	0.0%	Shares	Sole	2022-07-18
2022-03-31	$793,462	13,385	-1.9%	Shares	Sole	2022-04-25
2021-12-31	$980,529	13,645	-3.3%	Shares	Sole	2022-01-24
2021-09-30	$831,207	14,105	-0.1%	Shares	Sole	2021-10-27
2021-06-30	$784,502	14,125	+0.1%	Shares	Sole	2021-07-26
2021-03-31	$794,675	14,105	-6.6%	Shares	Sole	2021-04-26
2020-12-31	$816,123	15,105	0.0%	Shares	Sole	2021-01-26
2020-09-30	$656,312	15,105	0.0%	Shares	Sole	2020-10-16
2020-06-30	$720,508	15,105	-9.0%	Shares	Sole	2020-07-22
2020-03-31	$835,563	16,605	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.