Private Wealth Management Group, LLC
Position in CWT — California Water Service Group
CIK 2011342
PRINCETON, NJ
Position in CWT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,162
+$215 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 343 holders
Holding Since
Dec 2024
7 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, 2026Private Wealth Management Group, LLC holds $50,790 across 7 Utilities - Regulated Water names. CWT ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
232 | $30,526 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
232 | $8,887 | |
| 3 | GWRS |
Global Water Resources, Inc.
|
621 | $4,496 | |
| 4 | CWT |
California Water Service Group
This page
|
65 | $3,162 | |
| 5 | ARTNA |
Artesian Resources Corp
|
49 | $1,665 | |
| 6 | AWR |
American States Water Co
|
14 | $1,156 | |
| 7 | MSEX |
Middlesex Water Co
|
16 | $898 |
All Filings in CWT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,162 | 65 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,947 | 65 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,816 | 65 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,982 | 65 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,956 | 65 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,149 | 65 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,175 | 48 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||