Position in CWT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$492,981
+$240,541 QoQ
Shares Held
10,873
+86.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026CWM, LLC holds $8,554,656 across 12 Utilities - Regulated Water names. CWT ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
17,734 | $2,413,420 | |
| 2 | AWR |
American States Water Co
|
28,323 | $2,141,785 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
50,380 | $2,028,802 | |
| 4 | HTO |
H2o America
|
9,043 | $530,552 | |
| 5 | CWT |
California Water Service Group
This page
|
10,873 | $492,981 | |
| 6 | YORW |
York Water Co
|
8,588 | $261,504 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
27,145 | $165,638 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
4,692 | $155,399 |
All Filings in CWT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,981 | 10,873 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $252,440 | 5,826 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $435,725 | 9,495 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $308,263 | 6,778 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $269,340 | 5,558 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $142,880 | 3,152 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $167,539 | 3,090 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $65,413 | 1,349 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $32,861 | 707 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $58,042 | 1,119 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $54,311 | 1,148 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $62,782 | 1,216 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $61,051 | 1,049 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $62,883 | 1,037 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $75,820 | 1,439 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $57,994 | 1,044 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $87,852 | 1,482 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $93,921 | 1,307 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $66,925 | 1,205 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $67,889 | 1,205 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $65,106 | 1,205 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $52,357 | 1,205 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $57,478 | 1,205 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $60,635 | 1,205 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||