Invesco Ltd.

Position in CWT — California Water Service Group

CIK 914208 Atlanta, GA

Back to CWT Full portfolio

Position in CWT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$47,422,801

+$1,981,606 QoQ

Shares Held

974,775

-2.7% QoQ

Ownership

1.58%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 343 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 98% None 2%

Common Shares in CWT Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Invesco Ltd. holds $737,949,651 across 11 Utilities - Regulated Water names. CWT ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,435,628	$452,059,924
2	WTRG	Essential Utilities, Inc.	2,401,088	$91,985,677
3	AWR	American States Water Co	619,310	$51,173,582
4	CWT	California Water Service Group This page	974,775	$47,422,801
5	HTO	H2o America	776,317	$47,176,780
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	3,426,520	$19,805,284
7	MSEX	Middlesex Water Co	280,212	$15,736,704
8	CWCO	Consolidated Water Co. Ltd.	249,131	$7,349,364

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	$47,422,801	974,775	-2.7%	Shares	Defined	2026-08-14
2026-03-31	$45,441,195	1,002,232	+5.0%	Shares	Defined	2026-05-12
2025-12-31	$41,346,956	954,234	+6.4%	Shares	Defined	2026-02-19
2025-09-30	$41,166,263	897,064	-2.6%	Shares	Defined	2025-11-13
2025-06-30	$41,874,114	920,715	-6.5%	Shares	Defined	2025-08-13
2025-03-31	$47,739,930	985,141	+6.1%	Shares	Defined	2025-05-12
2024-12-31	$42,072,946	928,148	+5.6%	Shares	Defined	2025-02-13
2024-09-30	$47,661,600	879,041	-11.3%	Shares	Defined	2024-11-12
2024-06-30	$48,072,402	991,388	+0.1%	Shares	Defined	2024-08-13
2024-03-31	$46,054,242	990,840	+13.3%	Shares	Defined	2024-05-14
2023-12-31	$45,358,963	874,474	-20.2%	Shares	Defined	2024-02-13
2023-09-30	$51,866,612	1,096,314	+28.2%	Shares	Defined	2023-11-13
2023-06-30	$44,162,751	855,370	-15.5%	Shares	Defined	2023-08-11
2023-03-31	$58,902,180	1,012,065	-0.4%	Shares	Defined	2023-05-12
2022-12-31	$61,642,133	1,016,526	-20.5%	Shares	Defined	2023-02-13
2022-09-30	$67,353,465	1,278,297	-4.6%	Shares	Defined	2022-11-14
2022-06-30	$74,448,550	1,340,208	-5.1%	Shares	Defined	2022-08-15
2022-03-31	$83,678,635	1,411,583	-0.2%	Shares	Defined	2022-05-16
2021-12-31	$101,629,435	1,414,270	+6.2%	Shares	Defined	2022-02-14
2021-09-30	$78,512,139	1,332,295	+3.3%	Shares	Defined	2021-11-15
2021-06-30	$71,630,654	1,289,713	+14.2%	Shares	Defined	2021-08-17
2021-03-31	$63,617,656	1,129,174	-4.6%	Shares	Defined	2021-05-17
2020-12-31	$63,957,574	1,183,742	+4.1%	Shares	Defined	2021-02-16
2020-09-30	$49,431,236	1,137,658	-0.6%	Shares	Defined	2020-11-16
2020-06-30	$54,566,460	1,143,951	-7.0%	Shares	Defined	2020-08-14
2020-03-31	$61,865,367	1,229,439	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.