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Equibles

MERCER GLOBAL ADVISORS INC /ADV

Position in CWT — California Water Service Group

CIK 853758 DENVER, CO
Back to CWT Full portfolio

Position in CWT

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$1,184,870
+$610,549 QoQ
Shares Held
24,355
+92.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 345 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 30% Shared 0% None 70%

Common Shares in CWT Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names. CWT ranks #4 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 38,748 $5,098,461
2 WTRG
Essential Utilities, Inc.
 98,527 $3,774,569
3 AWR
American States Water Co
 35,011 $2,892,958
4 CWT
California Water Service Group
This page 		24,355 $1,184,870
5 HTO
H2o America
 12,106 $735,681
6 CWCO
Consolidated Water Co. Ltd.
 22,206 $655,077
7 YORW
York Water Co
 15,791 $483,994
8 MSEX
Middlesex Water Co
 5,509 $309,385

All Filings in CWT

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,184,870 24,355
2026-03-31 $574,321 12,667
2025-12-31 $567,276 13,092
2025-09-30 $2,275,593 49,588
2025-06-30 $2,148,884 47,249
2025-03-31 $2,260,949 46,656
2024-12-31 $2,086,630 46,032
2024-09-30 $2,766,467 51,023
2024-06-30 $2,633,879 54,318
2024-03-31 $2,492,211 53,619
2023-12-31 $2,706,732 52,183
2023-09-30 $2,473,697 52,287
2023-06-30 $2,664,004 51,598
2023-03-31 $2,956,269 50,795
2022-12-31 $3,037,942 50,098
2022-09-30 $2,389,122 45,343
2022-06-30 $2,514,526 45,266
2022-03-31 $2,770,628 46,738
2021-12-31 $3,507,630 48,812
2021-09-30 $2,659,451 45,129
2021-06-30 $2,506,575 45,131
2021-03-31 $2,539,412 45,073