EverSource Wealth Advisors, LLC
Position in CWT — California Water Service Group
CIK 1710537
BIRMINGHAM, AL
Position in CWT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$54,145
-$667 QoQ
Shares Held
1,113
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 343 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $824,125 across 13 Utilities - Regulated Water names. CWT ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,311 | $304,077 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,723 | $180,934 | |
| 3 | AWR |
American States Water Co
|
1,932 | $159,638 | |
| 4 | CWT |
California Water Service Group
This page
|
1,113 | $54,145 | |
| 5 | HTO |
H2o America
|
754 | $45,818 | |
| 6 | YORW |
York Water Co
|
866 | $26,542 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
3,427 | $19,807 | |
| 8 | MSEX |
Middlesex Water Co
|
231 | $12,971 |
All Filings in CWT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,145 | 1,113 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,812 | 1,209 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $26,125 | 603 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $41,208 | 898 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,699 | 697 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,087 | 332 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,911 | 329 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,065 | 75 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,635 | 75 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,812 | 39 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,890 | 75 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,021 | 85 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $25,298 | 490 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $62,739 | 1,078 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $68,097 | 1,123 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $58,696 | 1,114 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $59,104 | 1,064 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,587 | 128 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,071 | 168 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||