Synergy Investment Management, LLC
Position in CWT — California Water Service Group
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,043
+$139 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 343 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Synergy Investment Management, LLC holds $11,194 across 3 Utilities - Regulated Water names. CWT ranks #2 (18.3% of the industry book) .
All Filings in CWT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,043 | 42 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,904 | 42 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,035 | 42 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,903 | 42 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||