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SJW shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of SJW (HTO) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $440k 8.7k 50.65
2025-09-30 $450k 9.4k 47.62
2025-06-30 $308k 5.8k 52.94

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View all positions for Wealth Enhancement Advisory Services

Top funds holding SJW

BlackRock
Vanguard Group
Amundi
HPM Partners
First Trust Advisors
State Street Corporation
Nuance Investments
Geode Capital Management
Dimensional Fund Advisors
Invesco
Legal & General Group
Victory Capital Management
Charles Schwab Investment Management
KBC Group NV
Northern Trust

View all funds holding SJW