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Broadwater Capital’s California Water Service CWT Stock Holding History

Broadwater Capital’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 		$47.7K Sell
980
-420
-30% -$18.9K 0.03% 100
2026
Q1 		$60.7K Hold
1,400
– – 0.05% 101
2025
Q4 		$60.7K Hold
1,400
– – 0.05% 101
2025
Q3 		$64.2K Sell
1,400
-62,272
-98% -$2.87M 0.05% 105
2025
Q2 		$63.7M Buy
63,672
+62,272
+4,448% +$2.98M 0.05% 105
2025
Q1 		$67.8K Hold
1,400
– – 0.05% 104
2024
Q4 		$63.5K Sell
1,400
-560
-29% -$28.3K 0.05% 107
2024
Q3 		$106K Hold
1,960
– – 0.08% 96
2024
Q2 		$95K Sell
1,960
-1,680
-46% -$81.6K 0.07% 98
2024
Q1 		$169K Hold
3,640
– – 0.13% 86
2023
Q4 		$189K Buy
+3,640
New +$183K 0.15% 82

Other funds holding CWT

AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Broadwater Capital's CWT Position: Q2 2026 in Review

Broadwater Capital reduced its California Water Service (CWT) stake by 30% in Q2 2026, selling an estimated $18.9K and leaving 980 shares worth $47.7K. The position accounts for 0.03% of the portfolio, ranked #100.

Broadwater Capital first reported a position in CWT in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.7M in Q2 2025. 130 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Broadwater Capital held 980 shares of California Water Service worth $47.7K as of Q2 2026.
  • Broadwater Capital sold 420 California Water Service shares in Q2 2026, an estimated $18.9K.
  • California Water Service made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #100 holding.
  • Broadwater Capital first reported a position in California Water Service in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's California Water Service position peaked at $63.7M in Q2 2025.
  • 130 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.