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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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

Beck Bode LLC's CWT Position: Q2 2026 in Review

Beck Bode LLC increased its California Water Service (CWT) stake by 3.6% in Q2 2026, buying an estimated $675K and bringing the position to 426,692 shares worth $20.8M. The position accounts for 3.14% of the portfolio, ranked #11.

Beck Bode LLC first reported a position in CWT in Q3 2020 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Beck Bode LLC held 426,692 shares of California Water Service worth $20.8M as of Q2 2026.
  • Beck Bode LLC bought 14,978 California Water Service shares in Q2 2026, an estimated $675K.
  • California Water Service made up 3.14% of Beck Bode LLC's portfolio in Q2 2026, its #11 holding.
  • Beck Bode LLC first reported a position in California Water Service in Q3 2020 and has held it in 8 quarters since.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.