Baird Financial Group, Inc.
Position in CWT — California Water Service Group
CIK 1648711
MILWAUKEE, WI
Position in CWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$316,078
-$42,696 QoQ
Shares Held
6,497
-17.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 345 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $42,832,076 across 7 Utilities - Regulated Water names. CWT ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
253,025 | $33,293,028 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
126,558 | $4,848,436 | |
| 3 | MSEX |
Middlesex Water Co
|
29,878 | $1,677,948 | |
| 4 | HTO |
H2o America
|
25,269 | $1,535,597 | |
| 5 | AWR |
American States Water Co
|
7,258 | $599,728 | |
| 6 | YORW |
York Water Co
|
18,312 | $561,261 | |
| 7 | CWT |
California Water Service Group
This page
|
6,497 | $316,078 |
All Filings in CWT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,078 | 6,497 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $358,774 | 7,913 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $321,638 | 7,423 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $280,800 | 6,119 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $250,094 | 5,499 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $212,779 | 4,694 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $254,508 | 4,694 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $224,799 | 4,636 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $215,481 | 4,636 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $240,469 | 4,636 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $229,926 | 4,860 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $312,515 | 6,053 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $318,877 | 5,479 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $331,094 | 5,460 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $252,963 | 4,801 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $266,917 | 4,805 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $283,299 | 4,779 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $343,418 | 4,779 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $296,358 | 5,029 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $251,596 | 4,530 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $255,163 | 4,529 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $244,701 | 4,529 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $228,720 | 5,264 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $415,800 | 8,717 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $291,805 | 5,799 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||