SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in CWT — California Water Service Group

CIK 1531593 NEW YORK, NY

Position in CWT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$347,069

+$347,011 QoQ

Shares Held

7,134

+713300.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#191

of 343 holders

Holding Since

Mar 2023

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $488,837 across 3 Utilities - Regulated Water names. CWT ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWT	California Water Service Group This page	7,134	$347,069
2	WTRG	Essential Utilities, Inc.	3,546	$135,847
3	AWK	American Water Works Company, Inc.	45	$5,921

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,069	7,134	+713300.0%	Shares	Sole	2026-08-03
2023-03-31	$58	1	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.