Cetera Investment Advisers
Position in CWT — California Water Service Group
CIK 1666741
SCHAUMBURG, IL
Position in CWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$656,580
+$34,788 QoQ
Shares Held
13,496
-1.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 345 holders
Holding Since
Mar 2022
15 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, 2026Cetera Investment Advisers holds $31,577,627 across 7 Utilities - Regulated Water names. CWT ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
99,788 | $13,130,105 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
264,413 | $10,129,662 | |
| 3 | AWR |
American States Water Co
|
54,026 | $4,464,168 | |
| 4 | HTO |
H2o America
|
37,152 | $2,257,727 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
121,708 | $703,472 | |
| 6 | CWT |
California Water Service Group
This page
|
13,496 | $656,580 | |
| 7 | YORW |
York Water Co
|
7,697 | $235,913 |
All Filings in CWT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,580 | 13,496 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $621,792 | 13,714 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $561,253 | 12,953 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $816,520 | 17,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $602,746 | 13,253 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $586,511 | 12,103 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $547,858 | 12,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $658,176 | 12,139 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $588,135 | 12,129 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $562,872 | 12,110 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $214,482 | 4,135 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $209,462 | 4,057 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $371,723 | 6,387 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $269,362 | 4,442 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $199,832 | 3,371 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||