NewEdge Advisors, LLC

Position in CWT — California Water Service Group

CIK 1633516 NEW ORLEANS, LA

Position in CWT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,735

-$1,196 QoQ

Shares Held

159

-19.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#297

of 343 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NewEdge Advisors, LLC holds $3,418,016 across 4 Utilities - Regulated Water names. CWT ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	14,848	$1,953,699
2	WTRG	Essential Utilities, Inc.	37,939	$1,453,443
3	CWT	California Water Service Group This page	159	$7,735
4	AWR	American States Water Co	38	$3,139

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,735	159	-19.3%	Shares	Sole	2026-08-12
2026-03-31	$8,931	197	+5.9%	Shares	Sole	2026-06-03
2025-12-31	$8,059	186	+6.3%	Shares	Sole	2026-02-18
2025-09-30	$8,030	175	+3400.0%	Shares	Sole	2025-11-17
2023-09-30	$236	5	0.0%	Shares	Sole	2023-11-14
2023-06-30	$258	5	-73.7%	Shares	Sole	2023-08-14
2022-12-31	$1,152	19	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.