Perigon Wealth Management, LLC
Position in CWT — California Water Service Group
CIK 1575239
SAN FRANCISCO, CA
Position in CWT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$511,700
+$26,925 QoQ
Shares Held
10,518
-1.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#168
of 345 holders
Holding Since
Dec 2025
3 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, 2026Perigon Wealth Management, LLC holds $5,115,592 across 10 Utilities - Regulated Water names. CWT ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
7,975 | $1,049,350 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
20,325 | $778,650 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
116,119 | $671,167 | |
| 4 | AWR |
American States Water Co
|
6,794 | $561,388 | |
| 5 | CWT |
California Water Service Group
This page
|
10,518 | $511,700 | |
| 6 | YORW |
York Water Co
|
13,966 | $428,057 | |
| 7 | HTO |
H2o America
|
6,393 | $388,502 | |
| 8 | ARTNA |
Artesian Resources Corp
|
8,291 | $281,811 |
All Filings in CWT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,700 | 10,518 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $484,775 | 10,692 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $442,225 | 10,206 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||