Steward Partners Investment Advisory, LLC
Position in CWT — California Water Service Group
CIK 1723397
STAMFORD, CT
Position in CWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$177,572
+$12,580 QoQ
Shares Held
3,650
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
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, 2026Steward Partners Investment Advisory, LLC holds $8,352,186 across 9 Utilities - Regulated Water names. CWT ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
49,662 | $6,534,525 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
35,247 | $1,350,312 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
32,550 | $188,139 | |
| 4 | CWT |
California Water Service Group
This page
|
3,650 | $177,572 | |
| 5 | MSEX |
Middlesex Water Co
|
971 | $54,531 | |
| 6 | AWR |
American States Water Co
|
430 | $35,530 | |
| 7 | HTO |
H2o America
|
184 | $11,181 | |
| 8 | PCYO |
Pure Cycle Corp
|
33 | $353 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,572 | 3,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $164,992 | 3,639 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $170,243 | 3,929 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $179,659 | 3,915 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $174,006 | 3,826 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $184,826 | 3,814 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $172,208 | 3,799 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $205,439 | 3,789 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $183,243 | 3,779 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $193,542 | 4,164 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $215,416 | 4,153 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $196,005 | 4,143 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $213,438 | 4,134 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $240,075 | 4,125 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $249,654 | 4,117 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $216,503 | 4,109 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $227,532 | 4,096 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $241,743 | 4,078 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $292,039 | 4,064 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $239,609 | 4,066 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $225,159 | 4,054 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $227,669 | 4,041 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $217,632 | 4,028 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $174,408 | 4,014 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $190,800 | 4,000 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $201,280 | 4,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||