STIFEL FINANCIAL CORP

Position in CWT — California Water Service Group

CIK 720672 ST. LOUIS, MO

Position in CWT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$209,728

+$7,649 QoQ

Shares Held

4,311

-3.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#233

of 343 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Utilities · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $126,288,203 across 5 Utilities - Regulated Water names. CWT ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	870,325	$114,517,361
2	WTRG	Essential Utilities, Inc.	261,289	$10,009,980
3	HTO	H2o America	14,545	$883,899
4	AWR	American States Water Co	8,075	$667,235
5	CWT	California Water Service Group This page	4,311	$209,728

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,728	4,311	-3.3%	Shares	Defined	2026-08-12
2026-03-31	$202,079	4,457	-62.2%	Shares	Defined	2026-05-12
2025-12-31	$511,162	11,797	-4.2%	Shares	Defined	2026-02-13
2025-09-30	$565,363	12,320	-3.0%	Shares	Defined	2025-11-12
2025-06-30	$577,504	12,698	-2.7%	Shares	Defined	2025-08-14
2025-03-31	$632,692	13,056	-0.2%	Shares	Defined	2025-05-14
2024-12-31	$593,141	13,085	-7.7%	Shares	Defined	2025-02-13
2024-09-30	$768,730	14,178	-11.2%	Shares	Defined	2024-11-14
2024-06-30	$774,141	15,965	-7.1%	Shares	Defined	2024-08-13
2024-03-31	$798,849	17,187	+4.2%	Shares	Defined	2024-05-14
2023-12-31	$855,178	16,487	+3.2%	Shares	Defined	2024-02-12
2023-09-30	$755,729	15,974	-4.8%	Shares	Defined	2023-11-13
2023-06-30	$865,937	16,772	+12.7%	Shares	Defined	2023-08-14
2023-03-31	$866,423	14,887	-18.1%	Shares	Defined	2023-05-12
2022-12-31	$1,102,495	18,181	+84.7%	Shares	Defined	2023-02-13
2022-09-30	$518,627	9,843	-5.1%	Shares	Defined	2022-11-14
2022-06-30	$576,275	10,374	-0.1%	Shares	Defined	2022-08-15
2022-03-31	$615,503	10,383	-2.4%	Shares	Defined	2022-05-13
2021-12-31	$764,590	10,640	-1.4%	Shares	Defined	2022-02-14
2021-09-30	$635,795	10,789	-3.8%	Shares	Defined	2021-11-15
2021-06-30	$622,880	11,215	-6.7%	Shares	Defined	2021-08-13
2021-03-31	$677,149	12,019	-22.5%	Shares	Defined	2021-05-14
2020-12-31	$837,626	15,503	+11.6%	Shares	Defined	2021-02-12
2020-09-30	$603,433	13,888	+13.5%	Shares	Defined	2020-11-16
2020-06-30	$583,704	12,237	-16.2%	Shares	Defined	2020-08-14
2020-03-31	$734,772	14,602	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.