Legal & General Group Plc

Position in CWT — California Water Service Group

CIK 764068 London, X0

Back to CWT Full portfolio

Position in CWT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$39,285,360

+$4,031,608 QoQ

Shares Held

807,510

+3.9% QoQ

Ownership

1.31%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#15

of 343 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in CWT Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Legal & General Group Plc holds $734,750,002 across 12 Utilities - Regulated Water names. CWT ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,372,753	$443,786,838
2	WTRG	Essential Utilities, Inc.	3,504,219	$134,246,628
3	CWT	California Water Service Group This page	807,510	$39,285,360
4	HTO	H2o America	571,546	$34,732,849
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	5,062,447	$29,260,943
6	MSEX	Middlesex Water Co	437,504	$24,570,223
7	AWR	American States Water Co	228,364	$18,869,716
8	YORW	York Water Co	321,660	$9,858,878

All Filings in CWT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,285,360	807,510	+3.9%	Shares	Defined	2026-08-14
2026-03-31	$35,253,752	777,542	+1.8%	Shares	Defined	2026-05-08
2025-12-31	$33,097,489	763,847	+0.5%	Shares	Defined	2026-02-09
2025-09-30	$34,888,376	760,261	+7.6%	Shares	Defined	2025-11-13
2025-06-30	$32,125,524	706,366	+6.8%	Shares	Defined	2025-08-12
2025-03-31	$32,042,284	661,211	+19.5%	Shares	Defined	2025-05-15
2024-12-31	$25,076,691	553,203	-1.5%	Shares	Defined	2025-02-13
2024-09-30	$30,437,533	561,371	-7.4%	Shares	Defined	2025-02-28
2024-06-30	$29,382,466	605,949	-2.3%	Shares	Defined	2025-05-29
2024-03-31	$28,833,310	620,338	+3.9%	Shares	Defined	2025-05-29
2023-12-31	$30,963,018	596,935	+3.7%	Shares	Defined	2025-05-29
2023-09-30	$27,236,035	575,693	+4.4%	Shares	Defined	2023-11-14
2023-06-30	$28,457,990	551,191	+50.6%	Shares	Defined	2023-08-14
2023-03-31	$21,297,358	365,934	-26.4%	Shares	Defined	2023-05-15
2022-12-31	$30,156,877	497,310	+5.0%	Shares	Defined	2023-02-14
2022-09-30	$24,957,514	473,667	-7.4%	Shares	Defined	2022-11-14
2022-06-30	$28,423,101	511,667	-7.2%	Shares	Defined	2022-08-22
2022-03-31	$32,676,558	551,224	-2.6%	Shares	Defined	2022-05-16
2021-12-31	$40,661,333	565,841	+7.7%	Shares	Defined	2022-02-14
2021-09-30	$30,962,527	525,412	+8.7%	Shares	Defined	2021-11-15
2021-06-30	$26,849,034	483,418	-1.9%	Shares	Defined	2021-08-12
2021-03-31	$27,773,704	492,966	+12.7%	Shares	Defined	2021-05-17
2020-12-31	$23,640,663	437,547	-2.9%	Shares	Defined	2021-02-12
2020-09-30	$19,573,659	450,487	+8.2%	Shares	Defined	2020-11-13
2020-06-30	$19,863,089	416,417	+7.3%	Shares	Defined	2020-08-14
2020-03-31	$19,531,807	388,152	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.