AMERIPRISE FINANCIAL INC
Position in CWT — California Water Service Group
CIK 820027
MINNEAPOLIS, MN
Position in CWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,349,456
+$176,370 QoQ
Shares Held
130,513
-4.1% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 343 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 90%
None 10%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $88,183,141 across 9 Utilities - Regulated Water names. CWT ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
406,504 | $53,487,793 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
322,647 | $12,360,606 | |
| 3 | AWR |
American States Water Co
|
86,353 | $7,135,348 | |
| 4 | CWT |
California Water Service Group
This page
|
130,513 | $6,349,456 | |
| 5 | HTO |
H2o America
|
79,081 | $4,805,751 | |
| 6 | MSEX |
Middlesex Water Co
|
36,963 | $2,075,841 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
193,024 | $1,115,678 | |
| 8 | ARTNA |
Artesian Resources Corp
|
15,046 | $511,412 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,349,456 | 130,513 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,173,086 | 136,151 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,374,275 | 147,110 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,179,214 | 156,444 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,027,037 | 176,496 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,856,113 | 182,751 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,788,937 | 149,767 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,722,208 | 160,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,369,858 | 172,610 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,401,770 | 180,761 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,910,852 | 191,071 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,460,202 | 199,962 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,921,242 | 211,529 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,913,997 | 221,890 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $13,882,436 | 228,932 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,227,978 | 232,074 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,047,527 | 234,879 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $13,670,085 | 230,602 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,619,349 | 231,274 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,950,835 | 253,705 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,454,557 | 296,265 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,306,746 | 307,184 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,888,427 | 312,575 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,496,221 | 310,615 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $14,987,435 | 314,202 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,528,742 | 288,727 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||