COMMONWEALTH EQUITY SERVICES, LLC
Position in CWT — California Water Service Group
CIK 312272
WALTHAM, MA
Position in CWT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$650,402
+$55,525 QoQ
Shares Held
14,345
+4.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $21,458,802 across 10 Utilities - Regulated Water names. CWT ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
216,563 | $8,720,992 | |
| 2 | AWK |
American Water Works Company, Inc.
|
56,191 | $7,647,033 | |
| 3 | HTO |
H2o America
|
27,953 | $1,640,002 | |
| 4 | AWR |
American States Water Co
|
13,960 | $1,055,655 | |
| 5 | CWT |
California Water Service Group
This page
|
14,345 | $650,402 | |
| 6 | MSEX |
Middlesex Water Co
|
9,334 | $485,834 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
63,945 | $485,342 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
11,142 | $369,023 |
All Filings in CWT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $650,402 | 14,345 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $594,877 | 13,729 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $603,958 | 13,161 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $586,373 | 12,893 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $577,546 | 11,918 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $554,295 | 12,228 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $642,290 | 11,846 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $671,198 | 13,842 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $535,217 | 11,515 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $510,452 | 9,841 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $482,703 | 10,203 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $708,621 | 13,725 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $797,980 | 13,711 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $848,717 | 13,996 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $789,928 | 14,992 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $852,914 | 15,354 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $797,078 | 13,446 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $974,780 | 13,565 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $780,645 | 13,247 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $687,862 | 12,385 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $638,275 | 11,329 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $657,977 | 12,178 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $533,174 | 12,271 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $616,379 | 12,922 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $679,370 | 13,501 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||