Position in CWT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,367,794
+$176,939 QoQ
Shares Held
28,115
+7.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#114
of 343 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026Allworth Financial LP holds $8,990,545 across 13 Utilities - Regulated Water names. CWT ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
172,667 | $6,614,872 | |
| 2 | CWT |
California Water Service Group
This page
|
28,115 | $1,367,794 | |
| 3 | AWK |
American Water Works Company, Inc.
|
4,260 | $560,530 | |
| 4 | AWR |
American States Water Co
|
3,568 | $294,823 | |
| 5 | MSEX |
Middlesex Water Co
|
775 | $43,524 | |
| 6 | HTO |
H2o America
|
683 | $41,505 | |
| 7 | YORW |
York Water Co
|
949 | $29,086 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,332 | $13,478 |
All Filings in CWT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,794 | 28,115 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,190,855 | 26,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,123,893 | 25,938 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $578,764 | 12,612 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $565,498 | 12,434 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $766,394 | 15,815 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $562,092 | 12,400 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $647,332 | 11,939 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $578,340 | 11,927 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $558,271 | 12,011 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $591,629 | 11,406 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $578,695 | 12,232 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $309,212 | 5,989 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $280,116 | 4,813 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $99,025 | 1,633 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $85,515 | 1,623 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $89,935 | 1,619 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $95,796 | 1,616 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $259,702 | 3,614 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $212,855 | 3,612 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $89,252 | 1,607 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $12,225 | 217 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $15,128 | 280 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $12,166 | 280 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||