WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CWT — California Water Service Group
CIK 1632972
PLYMOUTH, MN
Position in CWT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,267,478
+$793,902 QoQ
Shares Held
26,053
+149.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 24 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,879,119 across 8 Utilities - Regulated Water names. CWT ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
138,233 | $18,188,698 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
96,716 | $3,705,189 | |
| 3 | AWR |
American States Water Co
|
37,918 | $3,133,164 | |
| 4 | CWT |
California Water Service Group
This page
|
26,053 | $1,267,478 | |
| 5 | HTO |
H2o America
|
13,813 | $839,416 | |
| 6 | YORW |
York Water Co
|
14,117 | $432,686 | |
| 7 | MSEX |
Middlesex Water Co
|
3,736 | $209,813 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,764 | $102,675 |
All Filings in CWT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,478 | 26,053 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $473,576 | 10,445 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $431,133 | 9,950 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $570,504 | 12,432 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $514,697 | 11,317 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $523,658 | 10,806 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $477,506 | 10,534 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $324,886 | 5,992 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $257,287 | 5,306 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||