DUFF & PHELPS INVESTMENT MANAGEMENT CO
Position in CWT — California Water Service Group
CIK 765443
CHICAGO, IL
Position in CWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,912,533
+$5,053,419 QoQ
Shares Held
183,197
+115.2% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#37
of 343 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $208,088,296 across 6 Utilities - Regulated Water names. CWT ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
2,054,683 | $78,714,905 | |
| 2 | AWK |
American Water Works Company, Inc.
|
521,915 | $68,673,574 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
6,400,937 | $36,997,415 | |
| 4 | HTO |
H2o America
|
175,972 | $10,693,818 | |
| 5 | CWT |
California Water Service Group
This page
|
183,197 | $8,912,533 | |
| 6 | AWR |
American States Water Co
|
49,571 | $4,096,051 |
All Filings in CWT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,912,533 | 183,197 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,859,114 | 85,115 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $1,696,390 | 35,006 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,647,065 | 36,335 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,445,897 | 63,554 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,025,087 | 41,763 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||