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Atom Investors’s California Water Service CWT Stock Holding History

Atom Investors’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
2025
Q3 		– Sell
-31,944
Closed -$1.45M – 648
2025
Q2 		$1.45M Buy
31,944
+2,302
+8% +$110K 0.13% 205
2025
Q1 		$1.44M Buy
29,642
+9,112
+44% +$414K 0.18% 158
2024
Q4 		$931K Sell
20,530
-3,943
-16% -$199K 0.12% 249
2024
Q3 		$1.33M Buy
24,473
+13,290
+119% +$705K 0.14% 211
2024
Q2 		$542K Buy
11,183
+6,624
+145% +$322K 0.05% 324
2024
Q1 		$212K Buy
4,559
+467
+11% +$21.9K 0.03% 476
2023
Q4 		$212K Buy
+4,092
New +$206K 0.04% 399
2021
Q1 		– Sell
-14,898
Closed -$805K – 282
2020
Q4 		$805K Buy
+14,898
New +$734K 0.08% 205

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atom Investors's CWT Position: Q3 2025 in Review

Atom Investors sold out of California Water Service (CWT) in Q3 2025, closing a stake of 31,944 shares — an estimated $1.45M sold.

Atom Investors first reported a position in CWT in Q4 2020 and held it in 8 quarters. The position peaked at $1.45M in Q2 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Atom Investors reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Atom Investors sold 31,944 California Water Service shares in Q3 2025, an estimated $1.45M.
  • Atom Investors first reported a position in California Water Service in Q4 2020 and held it in 8 quarters.
  • Atom Investors's California Water Service position peaked at $1.45M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.