Position in CWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,189,931
+$912,250 QoQ
Shares Held
45,014
+59.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 343 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $8,502,655 across 6 Utilities - Regulated Water names. CWT ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
20,462 | $2,692,389 | |
| 2 | CWT |
California Water Service Group
This page
|
45,014 | $2,189,931 | |
| 3 | AWR |
American States Water Co
|
19,282 | $1,593,271 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
39,799 | $1,524,699 | |
| 5 | HTO |
H2o America
|
6,902 | $419,434 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
14,348 | $82,931 |
All Filings in CWT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,189,931 | 45,014 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,277,681 | 28,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,142,265 | 26,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,231,045 | 26,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,236,237 | 27,182 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,316,222 | 27,161 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $231,273 | 5,102 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,371,982 | 25,304 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||