MORGAN STANLEY

Position in CWT — California Water Service Group

CIK 895421 NEW YORK, NY

Back to CWT Full portfolio

Position in CWT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$46,125,643

-$4,596,435 QoQ

Shares Held

948,112

-15.2% QoQ

Ownership

1.53%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 343 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in CWT Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $932,660,995 across 13 Utilities - Regulated Water names. CWT ranks #6 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,554,650	$467,720,839
2	WTRG	Essential Utilities, Inc.	3,276,730	$125,531,517
3	AWR	American States Water Co	904,551	$74,743,043
4	MSEX	Middlesex Water Co	1,101,704	$61,871,693
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,856,486	$56,970,483
6	CWT	California Water Service Group This page	948,112	$46,125,643
7	HTO	H2o America	589,652	$35,833,146
8	CWCO	Consolidated Water Co. Ltd.	903,915	$26,665,489

All Filings in CWT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,125,643	948,112	-15.2%	Shares	Defined	2026-08-13
2026-03-31	$50,722,078	1,118,705	+45.8%	Shares	Defined	2026-05-15
2025-12-31	$33,235,578	767,034	-4.4%	Shares	Defined	2026-05-27
2025-09-30	$36,809,511	802,125	-6.7%	Shares	Defined	2026-05-27
2025-06-30	$39,089,871	859,496	-9.1%	Shares	Defined	2025-08-15
2025-03-31	$45,811,557	945,348	+19.1%	Shares	Defined	2025-05-15
2024-12-31	$35,978,324	793,698	-10.4%	Shares	Defined	2025-05-15
2024-09-30	$48,007,197	885,415	+25.4%	Shares	Defined	2025-05-14
2024-06-30	$34,240,334	706,132	-3.7%	Shares	Defined	2025-05-14
2024-03-31	$34,080,105	733,221	-1.0%	Shares	Defined	2024-10-17
2023-12-31	$38,432,810	740,945	+2.0%	Shares	Defined	2024-08-16
2023-09-30	$34,368,109	726,445	+5.8%	Shares	Defined	2023-11-15
2023-06-30	$35,447,396	686,566	+3.3%	Shares	Defined	2023-08-14
2023-03-31	$38,681,869	664,637	+3.2%	Shares	Defined	2023-05-15
2022-12-31	$39,040,450	643,807	+20.9%	Shares	Defined	2023-02-14
2022-09-30	$28,047,568	532,313	+7.4%	Shares	Defined	2022-11-14
2022-06-30	$27,526,352	495,524	-5.2%	Shares	Defined	2022-10-27
2022-03-31	$30,977,116	522,556	+33.3%	Shares	Defined	2022-10-27
2021-12-31	$28,159,919	391,872	-0.4%	Shares	Defined	2022-02-14
2021-09-30	$23,181,585	393,375	-3.3%	Shares	Defined	2021-11-15
2021-06-30	$22,599,887	406,912	+29.0%	Shares	Defined	2021-08-23
2021-03-31	$17,765,971	315,335	+7.7%	Shares	Defined	2021-05-17
2020-12-31	$15,815,335	292,714	+1.4%	Shares	Defined	2021-02-16
2020-09-30	$12,538,711	288,578	+0.1%	Shares	Defined	2020-11-13
2020-06-30	$13,744,656	288,148	+4.0%	Shares	Defined	2020-08-14
2020-03-31	$13,941,555	277,058	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.