Position in CWT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$778
+$53 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 343 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $597,918 across 4 Utilities - Regulated Water names. CWT ranks #4 (0.1% of the industry book) .
All Filings in CWT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778 | 16 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $725 | 16 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $693 | 16 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $1,009 | 22 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $999 | 22 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,581 | 239 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $10,108 | 223 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $27,380 | 505 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,885 | 142 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $2,138 | 46 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3 | 66 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $10,408 | 220 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $13 | 220 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $13,735 | 236 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $982 | 236 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $6,638 | 126 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $6,998 | 126 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||