Position in CWT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$322,938
+$22,108 QoQ
Shares Held
6,638
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#202
of 343 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $2,471,902 across 2 Utilities - Regulated Water names. CWT ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
16,332 | $2,148,964 | |
| 2 | CWT |
California Water Service Group
This page
|
6,638 | $322,938 |
All Filings in CWT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,938 | 6,638 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $300,830 | 6,635 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $287,364 | 6,632 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $301,451 | 6,569 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $298,621 | 6,566 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $318,042 | 6,563 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $301,897 | 6,660 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $388,106 | 7,158 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $359,601 | 7,416 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $349,250 | 7,514 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $336,169 | 6,481 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $306,521 | 6,479 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $334,407 | 6,477 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $376,845 | 6,475 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||