YOUSIF CAPITAL MANAGEMENT, LLC
Position in CWT — California Water Service Group
CIK 1858789
BLOOMFIELD HILLS, MI
Position in CWT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$774,605
+$54,561 QoQ
Shares Held
15,922
+0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 343 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $8,265,887 across 6 Utilities - Regulated Water names. CWT ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
80,725 | $3,092,574 | |
| 2 | AWK |
American Water Works Company, Inc.
|
20,283 | $2,668,837 | |
| 3 | AWR |
American States Water Co
|
10,394 | $858,856 | |
| 4 | CWT |
California Water Service Group
This page
|
15,922 | $774,605 | |
| 5 | HTO |
H2o America
|
10,118 | $614,870 | |
| 6 | MSEX |
Middlesex Water Co
|
4,561 | $256,145 |
All Filings in CWT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,605 | 15,922 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $720,044 | 15,881 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $698,262 | 16,115 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $844,834 | 18,410 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,007,154 | 22,145 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,063,115 | 21,938 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,021,239 | 22,529 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,232,095 | 22,724 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,119,052 | 23,078 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,210,339 | 26,040 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,479,124 | 28,516 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,352,167 | 28,581 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,526,182 | 29,560 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,791,570 | 30,783 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,109,544 | 34,788 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,303,764 | 43,723 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,440,200 | 43,928 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,850,063 | 48,078 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,449,064 | 47,997 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||