Baird Financial Group, Inc.
Position in CWT — California Water Service Group
CIK 1648711
MILWAUKEE, WI
Position in CWT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$358,774
+$37,136 QoQ
Shares Held
7,913
+6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Baird Financial Group, Inc. holds $43,617,456 across 7 Utilities - Regulated Water names. CWT ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
251,020 | $34,161,311 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
129,188 | $5,202,400 | |
| 3 | MSEX |
Middlesex Water Co
|
31,395 | $1,634,109 | |
| 4 | HTO |
H2o America
|
24,322 | $1,426,971 | |
| 5 | AWR |
American States Water Co
|
7,318 | $553,386 | |
| 6 | CWT |
California Water Service Group
This page
|
7,913 | $358,774 | |
| 7 | YORW |
York Water Co
|
9,212 | $280,505 |
All Filings in CWT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||