MISSION WEALTH MANAGEMENT, LP
Position in CWT — California Water Service Group
CIK 1645382
Santa Barbara, CA
Position in CWT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$227,049
-$1,896 QoQ
Shares Held
4,667
-6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 343 holders
Holding Since
Mar 2020
24 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, 2026MISSION WEALTH MANAGEMENT, LP holds $642,447 across 2 Utilities - Regulated Water names. CWT ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,157 | $415,398 | |
| 2 | CWT |
California Water Service Group
This page
|
4,667 | $227,049 |
All Filings in CWT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,049 | 4,667 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $228,945 | 4,989 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $226,353 | 4,977 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $240,749 | 4,968 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $225,199 | 4,968 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $269,364 | 4,968 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $240,898 | 4,968 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $230,912 | 4,968 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $257,690 | 4,968 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $242,936 | 5,135 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $265,120 | 5,135 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $298,857 | 5,135 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $311,386 | 5,135 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $270,563 | 5,135 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $285,249 | 5,135 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $304,402 | 5,135 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $369,001 | 5,135 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $300,837 | 5,105 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $309,246 | 5,568 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $336,237 | 5,968 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $322,451 | 5,968 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $259,309 | 5,968 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $284,673 | 5,968 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $300,309 | 5,968 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||