ROTHSCHILD INVESTMENT LLC

Position in CWT — California Water Service Group

CIK 85338 CHICAGO, IL

Position in CWT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$135,684

+$14,627 QoQ

Shares Held

2,789

+4.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#241

of 343 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $1,584,718 across 11 Utilities - Regulated Water names. CWT ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	29,279	$1,121,678
2	AWK	American Water Works Company, Inc.	1,946	$256,054
3	CWT	California Water Service Group This page	2,789	$135,684
4	AWR	American States Water Co	666	$55,031
5	YORW	York Water Co	160	$4,904
6	HTO	H2o America	62	$3,767
7	MSEX	Middlesex Water Co	56	$3,144
8	CWCO	Consolidated Water Co. Ltd.	83	$2,448

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,684	2,789	+4.5%	Shares	Sole	2026-08-06
2026-03-31	$121,057	2,670	+5.7%	Shares	Sole	2026-05-07
2025-12-31	$109,408	2,525	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$116,101	2,530	-8.0%	Shares	Sole	2025-11-07
2025-06-30	$125,024	2,749	+2.0%	Shares	Sole	2025-08-11
2025-03-31	$130,551	2,694	+2.1%	Shares	Sole	2025-04-08
2024-12-31	$119,625	2,639	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$144,442	2,664	+1.5%	Shares	Sole	2024-10-18
2024-06-30	$127,237	2,624	+0.8%	Shares	Sole	2024-07-31
2024-03-31	$121,033	2,604	+0.2%	Shares	Sole	2024-07-31
2023-12-31	$134,810	2,599	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.