Ellevest, Inc.

Position in CWT — California Water Service Group

CIK 1644128 NEW YORK, NY

Position in CWT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$206,373

+$198,982 QoQ

Shares Held

4,242

+3240.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#235

of 343 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellevest, Inc. holds $1,022,809 across 3 Utilities - Regulated Water names. CWT ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,333	$570,136
2	HTO	H2o America	4,053	$246,300
3	CWT	California Water Service Group This page	4,242	$206,373

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,373	4,242	+3240.2%	Shares	Sole	2026-08-10
2023-03-31	$7,391	127	0.0%	Shares	Sole	2023-05-04
2022-12-31	$7,701	127	+217.5%	Shares	Sole	2023-02-03
2022-06-30	$2,222	40	-92.3%	Shares	Sole	2022-07-18
2022-03-31	$30,707	518	+129.2%	Shares	Sole	2022-04-19
2021-12-31	$16,240	226	-5.0%	Shares	Sole	2022-01-24
2021-09-30	$14,025	238	+5.8%	Shares	Sole	2021-10-19
2021-06-30	$12,496	225	+150.0%	Shares	Sole	2021-07-13
2021-03-31	$5,070	90	+275.0%	Shares	Sole	2021-05-03
2020-12-31	$1,296	24	-79.1%	Shares	Sole	2021-02-04
2020-09-30	$4,996	115	-10.2%	Shares	Sole	2020-10-26
2020-06-30	$6,105	128	+68.4%	Shares	Sole	2020-07-06
2020-03-31	$3,824	76	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.