Ameriprise
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Ameriprise’s California Water Service CWT Stock Holding History

Ameriprise’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.17M Sell
136,151
-10,959
-7% -$492K ﹤0.01% 2300
2025
Q4 		$6.37M Sell
147,110
-9,334
-6% -$426K ﹤0.01% 2259
2025
Q3 		$7.18M Sell
156,444
-20,052
-11% -$923K ﹤0.01% 2152
2025
Q2 		$8.03M Sell
176,496
-6,255
-3% -$299K ﹤0.01% 1983
2025
Q1 		$8.86M Buy
182,751
+32,984
+22% +$1.5M ﹤0.01% 1846
2024
Q4 		$6.79M Sell
149,767
-11,100
-7% -$560K ﹤0.01% 2122
2024
Q3 		$8.72M Sell
160,867
-11,743
-7% -$623K ﹤0.01% 1916
2024
Q2 		$8.37M Sell
172,610
-8,151
-5% -$396K ﹤0.01% 1909
2024
Q1 		$8.4M Sell
180,761
-10,310
-5% -$483K ﹤0.01% 1947
2023
Q4 		$9.91M Sell
191,071
-8,891
-4% -$447K ﹤0.01% 1783
2023
Q3 		$9.46M Sell
199,962
-11,567
-5% -$586K ﹤0.01% 1749
2023
Q2 		$10.9M Sell
211,529
-10,361
-5% -$582K ﹤0.01% 1696
2023
Q1 		$12.9M Sell
221,890
-7,042
-3% -$418K ﹤0.01% 1572
2022
Q4 		$13.9M Sell
228,932
-3,142
-1% -$189K ﹤0.01% 1464
2022
Q3 		$12.2M Sell
232,074
-2,805
-1% -$164K ﹤0.01% 1511
2022
Q2 		$13M Buy
234,879
+4,277
+2% +$230K ﹤0.01% 1523
2022
Q1 		$13.7M Sell
230,602
-672
-0.3% -$40.5K ﹤0.01% 1642
2021
Q4 		$16.6M Sell
231,274
-22,431
-9% -$1.44M ﹤0.01% 1566
2021
Q3 		$15M Sell
253,705
-42,560
-14% -$2.62M ﹤0.01% 1507
2021
Q2 		$16.5M Sell
296,265
-10,919
-4% -$630K 0.01% 1508
2021
Q1 		$17.1M Sell
307,184
-5,391
-2% -$299K 0.01% 1446
2020
Q4 		$16.9M Buy
312,575
+1,960
+0.6% +$96.5K 0.01% 1347
2020
Q3 		$13.5M Sell
310,615
-3,587
-1% -$167K 0.01% 1343
2020
Q2 		$15M Buy
314,202
+25,475
+9% +$1.2M 0.01% 1246
2020
Q1 		$14.5M Sell
288,727
-43,759
-13% -$2.27M 0.01% 1135
2019
Q4 		$17.1M Sell
332,486
-19,968
-6% -$1.04M 0.01% 1301
2019
Q3 		$18.7M Sell
352,454
-42,011
-11% -$2.25M 0.01% 1191
2019
Q2 		$20M Buy
394,465
+7,009
+2% +$352K 0.01% 1164
2019
Q1 		$21M Buy
387,456
+8,101
+2% +$408K 0.01% 1094
2018
Q4 		$18.1M Buy
379,355
+41,936
+12% +$1.86M 0.01% 1115
2018
Q3 		$14.3M Buy
337,419
+2,748
+0.8% +$113K 0.01% 1579
2018
Q2 		$13M Buy
334,671
+6,483
+2% +$254K 0.01% 1516
2018
Q1 		$12.2M Buy
328,188
+26,536
+9% +$1.06M 0.01% 1508
2017
Q4 		$13.7M Sell
301,652
-22,241
-7% -$958K 0.01% 1362
2017
Q3 		$12.4M Sell
323,893
-6,211
-2% -$235K 0.01% 1409
2017
Q2 		$12.1M Buy
330,104
+71,424
+28% +$2.56M 0.01% 1390
2017
Q1 		$9.27M Sell
258,680
-23,282
-8% -$806K ﹤0.01% 1581
2016
Q4 		$9.56M Sell
281,962
-41,473
-13% -$1.37M 0.01% 1565
2016
Q3 		$10.4M Sell
323,435
-113,947
-26% -$3.68M 0.01% 1414
2016
Q2 		$15.3M Sell
437,382
-53,240
-11% -$1.56M 0.01% 1077
2016
Q1 		$13.1M Buy
490,622
+261,432
+114% +$6.51M 0.01% 1215
2015
Q4 		$5.33M Buy
+229,190
New +$5.21M ﹤0.01% 1971
2014
Q4 		– Sell
-2,870
Closed -$64K – 3832
2014
Q3 		$64K Buy
2,870
+2,210
+335% +$52K ﹤0.01% 3883
2014
Q2 		$16K Buy
660
+130
+25% +$2.93K ﹤0.01% 4441
2014
Q1 		$13K Hold
530
– – ﹤0.01% 4407
2013
Q4 		$13K Sell
530
-3,095
-85% -$67.3K ﹤0.01% 4256
2013
Q3 		$73K Sell
3,625
-390
-10% -$8.03K ﹤0.01% 3613
2013
Q2 		$78K Buy
+4,015
New +$79.7K ﹤0.01% 3487

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise's CWT Position: Q1 2026 in Review

Ameriprise reduced its California Water Service (CWT) stake by 7.4% in Q1 2026, selling an estimated $492K and leaving 136,151 shares worth $6.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Ameriprise first reported a position in CWT in Q2 2013 and has held it in 48 quarters since. The position peaked at $21M in Q1 2019. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Ameriprise held 136,151 shares of California Water Service worth $6.17M as of Q1 2026.
  • Ameriprise sold 10,959 California Water Service shares in Q1 2026, an estimated $492K.
  • California Water Service made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2300 holding.
  • Ameriprise first reported a position in California Water Service in Q2 2013 and has held it in 48 quarters since.
  • Ameriprise's California Water Service position peaked at $21M in Q1 2019.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.