Boreal Capital Management LLC
Position in CWT — California Water Service Group
CIK 2080094
MIAMI, FL
Position in CWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,654
+$113 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 343 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $15,996 across 2 Utilities - Regulated Water names. CWT ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
109 | $14,342 | |
| 2 | CWT |
California Water Service Group
This page
|
34 | $1,654 |
All Filings in CWT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654 | 34 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,541 | 34 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,473 | 34 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,560 | 34 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,546 | 34 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||