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Beck Bode LLC’s California Water Service CWT Stock Holding History

Beck Bode LLC’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 		$18.7M Buy
411,714
+23,296
+6% +$1.05M 3.16% 11
2025
Q4 		$16.8M Sell
388,418
-13,843
-3% -$631K 2.8% 16
2025
Q3 		$18.5M Buy
402,261
+5,863
+1% +$270K 2.98% 18
2025
Q2 		$18M Buy
396,398
+30,577
+8% +$1.46M 3.05% 14
2025
Q1 		$17.7M Buy
+365,821
New +$16.6M 3.31% 7
2021
Q3 		– Sell
-350
Closed -$19K – 136
2021
Q2 		$19K Buy
+350
New +$20.2K 0.01% 197
2020
Q4 		– Sell
-350
Closed -$15K – 71
2020
Q3 		$15K Buy
+350
New +$16.3K 0.01% 186

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

Beck Bode LLC's CWT Position: Q1 2026 in Review

Beck Bode LLC increased its California Water Service (CWT) stake by 6% in Q1 2026, buying an estimated $1.05M and bringing the position to 411,714 shares worth $18.7M. The position accounts for 3.16% of the portfolio, ranked #11.

Beck Bode LLC first reported a position in CWT in Q3 2020 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Beck Bode LLC held 411,714 shares of California Water Service worth $18.7M as of Q1 2026.
  • Beck Bode LLC bought 23,296 California Water Service shares in Q1 2026, an estimated $1.05M.
  • California Water Service made up 3.16% of Beck Bode LLC's portfolio in Q1 2026, its #11 holding.
  • Beck Bode LLC first reported a position in California Water Service in Q3 2020 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.