Midwest Trust Co
BankPosition in CWT — California Water Service Group
CIK 2077080
Overland Park, KS
Position in CWT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,529,897
+$134,449 QoQ
Shares Held
52,002
-1.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#81
of 343 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $2,761,335 across 2 Utilities - Regulated Water names. CWT ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
This page
|
52,002 | $2,529,897 | |
| 2 | YORW |
York Water Co
|
7,551 | $231,438 |
All Filings in CWT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,529,897 | 52,002 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,395,448 | 52,833 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,358,365 | 54,428 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,533,632 | 55,211 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,516,453 | 55,331 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||