Rockefeller Capital Management L.P.

Position in CWT — California Water Service Group

CIK 1739439 NEW YORK, NY

Position in CWT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$226,902

+$164,334 QoQ

Shares Held

4,664

+238.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#227

of 343 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Utilities · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $16,120,064 across 9 Utilities - Regulated Water names. CWT ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	111,534	$14,675,639
2	WTRG	Essential Utilities, Inc.	15,274	$585,145
3	AWR	American States Water Co	3,136	$259,126
4	CWT	California Water Service Group This page	4,664	$226,902
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	37,051	$214,154
6	MSEX	Middlesex Water Co	1,039	$58,348
7	CWCO	Consolidated Water Co. Ltd.	1,872	$55,223
8	HTO	H2o America	629	$38,223

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,902	4,664	+238.0%	Shares	Defined	2026-08-13
2026-03-31	$62,568	1,380	+0.7%	Shares	Defined	2026-05-14
2025-12-31	$59,362	1,370	-16.6%	Shares	Defined	2026-03-17
2025-09-30	$75,397	1,643	+126.3%	Shares	Defined	2025-11-14
2022-12-31	$44,024	726	-1.4%	Shares	Defined	2023-03-06
2022-09-30	$38,779	736	-5.4%	Shares	Defined	2022-11-02
2022-06-30	$43,217	778	+4.0%	Shares	Defined	2022-08-12
2022-03-31	$44,341	748	+0.5%	Shares	Defined	2022-05-13
2021-12-31	$53,463	744	+2.9%	Shares	Defined	2022-02-14
2021-09-30	$42,605	723	+2.4%	Shares	Defined	2021-11-12
2021-06-30	$39,211	706	+85.3%	Shares	Defined	2021-08-10
2021-03-31	$21,465	381	+5.5%	Shares	Defined	2021-05-11
2020-12-31	$19,504	361	+780.5%	Shares	Defined	2021-02-12
2020-03-31	$2,063	41	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.