GREAT VALLEY ADVISOR GROUP, INC.

Position in CWT — California Water Service Group

CIK 1769897 WILMINGTON, DE

Position in CWT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$206,373

-$9,207 QoQ

Shares Held

4,242

+41.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#236

of 343 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Utilities · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $1,136,344 across 3 Utilities - Regulated Water names. CWT ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,077	$536,451
2	WTRG	Essential Utilities, Inc.	10,272	$393,520
3	CWT	California Water Service Group This page	4,242	$206,373

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,373	4,242	+41.4%	Shares	Sole	2026-08-10
2021-12-31	$215,580	3,000	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.