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RAYMOND JAMES FINANCIAL INC

Position in CWT — California Water Service Group

CIK 720005 ST. PETERSBURG, FL

Position in CWT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$13,796,799
+$443,354 QoQ
Shares Held
283,593
-3.7% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 343 holders
Holding Since
Dec 2024
7 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, 2026

RAYMOND JAMES FINANCIAL INC holds $226,024,702 across 10 Utilities - Regulated Water names. CWT ranks #3 (6.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CWT
California Water Service Group
This page
283,593 $13,796,799

All Filings in CWT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,796,799 283,593
2026-03-31 $13,353,445 294,518
2025-12-31 $12,214,206 281,888
2025-09-30 $13,688,159 298,282
2025-06-30 $15,143,110 332,962
2025-03-31 $15,298,094 315,685
2024-12-31 $4,703,938 103,771