Ethic Inc.

Position in CWT — California Water Service Group

CIK 1780570 NEW YORK, NY

Position in CWT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$620,238

-$35,922 QoQ

Shares Held

12,749

-11.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#159

of 343 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

Ethic Inc. holds $18,820,920 across 7 Utilities - Regulated Water names. CWT ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	114,815	$15,107,357
2	AWR	American States Water Co	11,670	$964,292
3	WTRG	Essential Utilities, Inc.	21,478	$822,822
4	HTO	H2o America	12,742	$774,331
5	CWT	California Water Service Group This page	12,749	$620,238
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	52,359	$302,635
7	MSEX	Middlesex Water Co	4,082	$229,245

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$620,238	12,749	-11.9%	Shares	Sole	2026-07-29
2026-03-31	$656,160	14,472	+39.3%	Shares	Sole	2026-04-27
2025-12-31	$450,242	10,391	-9.8%	Shares	Sole	2026-02-03
2025-09-30	$528,652	11,520	+8.8%	Shares	Sole	2025-10-17
2025-06-30	$481,724	10,592	+91.2%	Shares	Sole	2025-07-30
2025-03-31	$268,516	5,541	-15.6%	Shares	Sole	2025-05-13
2024-12-31	$297,500	6,563	+27.7%	Shares	Sole	2025-02-14
2024-09-30	$278,582	5,138	+6.4%	Shares	Sole	2024-11-13
2024-06-30	$234,109	4,828	-6.0%	Shares	Sole	2024-08-13
2024-03-31	$238,814	5,138	-41.6%	Shares	Sole	2024-05-13
2023-12-31	$456,248	8,796	+14.3%	Shares	Sole	2024-02-14
2023-09-30	$364,050	7,695	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$399,151	7,731	+4.6%	Shares	Sole	2023-08-14
2023-03-31	$430,039	7,389	+5.9%	Shares	Sole	2023-05-12
2022-12-31	$422,964	6,975	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.