Position in CWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,758,565
+$2,091,453 QoQ
Shares Held
426,692
+3.6% QoQ
Ownership
0.690%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#24
of 343 holders
Holding Since
Sep 2020
8 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, 2026Beck Bode, LLC holds $39,390,687 across 2 Utilities - Regulated Water names. CWT ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
This page
|
426,692 | $20,758,565 | |
| 2 | AWK |
American Water Works Company, Inc.
|
141,603 | $18,632,122 |
All Filings in CWT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,758,565 | 426,692 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,667,112 | 411,714 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,830,151 | 388,418 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,459,757 | 402,261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,028,181 | 396,398 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,727,685 | 365,821 | Shares | Sole | 2025-05-14 | |
| 2021-06-30 | $19,439 | 350 | Shares | Sole | 2021-07-29 | |
| 2020-09-30 | $15,207 | 350 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||