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 Q3	$19.4M	Sell	419,654 -7,038	-2%	-$348K	3.03%	13
2026 Q2	$20.8M	Buy	426,692 +14,978	+4%	+$675K	3.14%	11
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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Beck Bode LLC's CWT Position: Q3 2026 in Review

Beck Bode LLC reduced its California Water Service (CWT) stake by 1.6% in Q3 2026, selling an estimated $348K and leaving 419,654 shares worth $19.4M. The position accounts for 3.03% of the portfolio, ranked #13.

Beck Bode LLC first reported a position in CWT in Q3 2020 and has held it in 9 quarters since. The position peaked at $20.8M in Q2 2026. 257 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Beck Bode LLC held 419,654 shares of California Water Service worth $19.4M as of Q3 2026.
Beck Bode LLC sold 7,038 California Water Service shares in Q3 2026, an estimated $348K.
California Water Service made up 3.03% of Beck Bode LLC's portfolio in Q3 2026, its #13 holding.
Beck Bode LLC first reported a position in California Water Service in Q3 2020 and has held it in 9 quarters since.
Beck Bode LLC's California Water Service position peaked at $20.8M in Q2 2026.
257 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Beck Bode LLC's 13F filing for Q3 2026, filed 12 Nov 2026.