JONES FINANCIAL COMPANIES LLLP

Position in CWT — California Water Service Group

CIK 815917 DES PERES, MO

Position in CWT

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

Position Value

$70,834

+$1,872 QoQ

Shares Held

1,456

-4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#251

of 343 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $39,109,847 across 12 Utilities - Regulated Water names. CWT ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	760,238	$29,124,717
2	AWK	American Water Works Company, Inc.	69,529	$9,148,625
3	AWR	American States Water Co	6,102	$504,208
4	CWT	California Water Service Group This page	1,456	$70,834
5	YORW	York Water Co	1,969	$60,349
6	ARTNA	Artesian Resources Corp	1,518	$51,596
7	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	8,102	$46,829
8	CWCO	Consolidated Water Co. Ltd.	1,150	$33,925

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,834	1,456	-4.3%	Shares	Sole	2026-08-14
2026-03-31	$68,962	1,521	+26.6%	Shares	Sole	2026-05-15
2025-12-31	$52,039	1,201	-6.5%	Shares	Sole	2026-02-17
2025-09-30	$58,968	1,285	+16.9%	Shares	Sole	2025-11-04
2025-06-30	$49,982	1,099	+55.0%	Shares	Sole	2025-08-13
2025-03-31	$34,358	709	+30.8%	Shares	Sole	2025-05-28
2024-12-31	$24,568	542	+0.2%	Shares	Sole	2025-02-06
2024-09-30	$29,333	541	+54000.0%	Shares	Sole	2024-11-12
2020-12-31	$54	1	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.