Sovereign Financial Group, Inc.
Position in CWT — California Water Service Group
CIK 1846175
STAMFORD, CT
Position in CWT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$425,541
+$27,094 QoQ
Shares Held
8,747
-0.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#175
of 343 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $425,541 across 1 Utilities - Regulated Water name. CWT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
This page
|
8,747 | $425,541 |
All Filings in CWT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,541 | 8,747 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $398,447 | 8,788 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $381,304 | 8,800 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $406,218 | 8,852 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $442,065 | 9,720 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $518,328 | 10,696 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $507,967 | 11,206 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $636,217 | 11,734 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $576,061 | 11,880 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $552,461 | 11,886 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $652,161 | 12,573 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $601,026 | 12,704 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $638,714 | 12,371 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $670,056 | 11,513 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $652,547 | 10,761 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $561,728 | 10,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $592,607 | 10,668 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $628,723 | 10,606 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $741,595 | 10,320 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $613,461 | 10,410 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $525,408 | 9,460 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $532,976 | 9,460 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $511,123 | 9,460 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||