Corient Private Wealth LLC

Position in CWT — California Water Service Group

CIK 1948780 MIAMI, FL

Position in CWT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$249,623

-$145,546 QoQ

Shares Held

5,131

-43.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#220

of 343 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $19,890,885 across 7 Utilities - Regulated Water names. CWT ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	89,989	$11,840,752
2	AWR	American States Water Co	30,751	$2,540,955
3	HTO	H2o America	29,696	$1,804,625
4	WTRG	Essential Utilities, Inc.	31,917	$1,222,740
5	MSEX	Middlesex Water Co	21,752	$1,221,592
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	174,844	$1,010,598
7	CWT	California Water Service Group This page	5,131	$249,623

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,623	5,131	-43.7%	Shares	Sole	2026-08-17
2025-12-31	$395,169	9,120	+2.2%	Shares	Sole	2026-02-19
2025-09-30	$409,568	8,925	+90.6%	Shares	Sole	2025-11-14
2025-06-30	$212,937	4,682	-1.3%	Shares	Sole	2025-09-26
2025-03-31	$229,845	4,743	-49.6%	Shares	Sole	2025-05-14
2024-12-31	$427,008	9,420	+3.6%	Shares	Sole	2025-02-10
2024-09-30	$493,022	9,093	-1.4%	Shares	Sole	2024-11-12
2024-06-30	$446,980	9,218	-2.2%	Shares	Sole	2024-08-13
2024-03-31	$437,981	9,423	+1.8%	Shares	Sole	2024-05-09
2023-12-31	$479,901	9,252	-0.9%	Shares	Sole	2024-02-09
2023-09-30	$441,875	9,340	-3.6%	Shares	Sole	2023-11-03
2023-06-30	$500,088	9,686	-1.3%	Shares	Sole	2023-08-10
2023-03-31	$571,058	9,812	+96.2%	Shares	Sole	2023-05-15
2022-12-31	$303,200	5,000	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.