Position in CWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,850,937
+$984,218 QoQ
Shares Held
38,046
+99.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 344 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 9%
Shared 25%
None 66%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $121,676,246 across 8 Utilities - Regulated Water names. CWT ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
1,307,227 | $79,440,183 | |
| 2 | AWK |
American Water Works Company, Inc.
|
237,458 | $31,244,723 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
104,650 | $4,009,140 | |
| 4 | AWR |
American States Water Co
|
44,351 | $3,664,722 | |
| 5 | CWT |
California Water Service Group
This page
|
38,046 | $1,850,937 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
130,500 | $754,289 | |
| 7 | MSEX |
Middlesex Water Co
|
6,969 | $391,378 | |
| 8 | YORW |
York Water Co
|
10,469 | $320,874 |
All Filings in CWT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,850,937 | 38,046 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $866,719 | 19,116 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $768,543 | 17,737 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $910,916 | 19,850 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $742,233 | 16,320 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $647,570 | 13,363 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $393,464 | 8,680 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $611,059 | 11,270 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $395,823 | 8,163 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $486,134 | 10,459 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $410,966 | 7,923 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $200,215 | 4,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $382,629 | 7,411 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $451,282 | 7,754 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $227,339 | 3,749 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $207,124 | 3,931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $216,478 | 3,897 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $208,487 | 3,517 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $274,864 | 3,825 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||