Jackson, Grant Investment Advisers, Inc.
Position in CWT — California Water Service Group
CIK 1650300
STAMFORD, CT
Position in CWT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$80,807
+$5,498 QoQ
Shares Held
1,661
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#245
of 343 holders
Holding Since
Mar 2020
26 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, 2026Jackson, Grant Investment Advisers, Inc. holds $145,742 across 2 Utilities - Regulated Water names. CWT ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
This page
|
1,661 | $80,807 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
1,695 | $64,935 |
All Filings in CWT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,807 | 1,661 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $75,309 | 1,661 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $71,971 | 1,661 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $76,223 | 1,661 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $75,542 | 1,661 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $80,492 | 1,661 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $75,293 | 1,661 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $90,059 | 1,661 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $80,541 | 1,661 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $77,203 | 1,661 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $86,156 | 1,661 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $78,581 | 1,661 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $85,757 | 1,661 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $96,670 | 1,661 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $100,723 | 1,661 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $87,518 | 1,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $92,268 | 1,661 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $98,464 | 1,661 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $119,359 | 1,661 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $97,882 | 1,661 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $92,251 | 1,661 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $93,580 | 1,661 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $89,743 | 1,661 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $72,170 | 1,661 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $79,229 | 1,661 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $83,581 | 1,661 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||