Position in CWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,006
+$14,697 QoQ
Shares Held
4,440
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#232
of 343 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Corient IA LLC holds $483,113 across 2 Utilities - Regulated Water names. CWT ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,030 | $267,107 | |
| 2 | CWT |
California Water Service Group
This page
|
4,440 | $216,006 |
All Filings in CWT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,006 | 4,440 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $201,309 | 4,440 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $216,650 | 5,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,450 | 5,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $227,400 | 5,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $242,300 | 5,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||