MERCER GLOBAL ADVISORS INC /ADV
Position in CWT — California Water Service Group
CIK 853758
DENVER, CO
Position in CWT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$574,321
+$7,045 QoQ
Shares Held
12,667
-3.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $9,568,921 across 9 Utilities - Regulated Water names. CWT ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
24,472 | $3,330,394 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
64,996 | $2,617,388 | |
| 3 | AWR |
American States Water Co
|
19,559 | $1,479,051 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
18,914 | $626,431 | |
| 5 | CWT |
California Water Service Group
This page
|
12,667 | $574,321 | |
| 6 | HTO |
H2o America
|
7,683 | $450,761 | |
| 7 | YORW |
York Water Co
|
12,352 | $376,118 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
10,208 | $62,289 |
All Filings in CWT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $574,321 | 12,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $567,276 | 13,092 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,275,593 | 49,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,148,884 | 47,249 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,260,949 | 46,656 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,086,630 | 46,032 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,766,467 | 51,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,633,879 | 54,318 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,492,211 | 53,619 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,706,732 | 52,183 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,473,697 | 52,287 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,664,004 | 51,598 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,956,269 | 50,795 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,037,942 | 50,098 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,389,122 | 45,343 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,514,526 | 45,266 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,770,628 | 46,738 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,507,630 | 48,812 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,659,451 | 45,129 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,506,575 | 45,131 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,539,412 | 45,073 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||