EVOLUTION WEALTH MANAGEMENT INC.
Position in CWT — California Water Service Group
CIK 2010029
FORT MYERS, FL
Position in CWT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,859
+$467 QoQ
Shares Held
141
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#299
of 343 holders
Holding Since
Dec 2025
3 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $19,291 across 3 Utilities - Regulated Water names. CWT ranks #2 (35.6% of the industry book) .
All Filings in CWT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,859 | 141 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,392 | 141 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,109 | 141 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||