Position in CWT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$827,001
+$265,358 QoQ
Shares Held
18,240
+40.7% QoQ
Ownership
0.030%
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 0%
Shared 0%
None 100%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Creative Planning holds $21,871,085 across 8 Utilities - Regulated Water names. CWT ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
68,826 | $9,366,530 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
200,642 | $8,079,853 | |
| 3 | AWR |
American States Water Co
|
27,452 | $2,075,920 | |
| 4 | CWT |
California Water Service Group
This page
|
18,240 | $827,001 | |
| 5 | HTO |
H2o America
|
10,397 | $609,991 | |
| 6 | YORW |
York Water Co
|
19,257 | $586,375 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
45,134 | $275,407 | |
| 8 | CDZI |
Cadiz Inc
|
10,185 | $50,008 |
All Filings in CWT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $827,001 | 18,240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $561,643 | 12,962 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $795,503 | 17,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $695,934 | 15,302 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $729,274 | 15,049 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $641,918 | 14,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $818,396 | 15,094 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $848,865 | 17,506 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $957,348 | 20,597 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,260,596 | 24,303 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $901,728 | 19,060 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,081,545 | 20,948 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,132,513 | 19,459 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,774,872 | 29,269 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,095,635 | 20,794 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,074,337 | 19,340 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,117,309 | 18,848 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,235,776 | 17,197 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $991,202 | 16,820 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $982,891 | 17,697 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $718,842 | 12,759 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $684,776 | 12,674 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $480,165 | 11,051 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $519,166 | 10,884 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $547,682 | 10,884 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||