Cetera Investment Advisers
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Cetera Investment Advisers’s California Water Service CWT Stock Holding History

Cetera Investment Advisers’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 		$622K Buy
13,714
+761
+6% +$34.1K ﹤0.01% 3314
2025
Q4 		$561K Sell
12,953
-4,840
-27% -$221K ﹤0.01% 3332
2025
Q3 		$817K Buy
17,793
+4,540
+34% +$209K ﹤0.01% 2956
2025
Q2 		$603K Buy
13,253
+1,150
+10% +$55K ﹤0.01% 2811
2025
Q1 		$587K Buy
12,103
+17
+0.1% +$772 ﹤0.01% 2705
2024
Q4 		$548K Sell
12,086
-53
-0.4% -$2.68K ﹤0.01% 2612
2024
Q3 		$658K Buy
12,139
+10
+0.1% +$530 ﹤0.01% 2428
2024
Q2 		$588K Buy
12,129
+19
+0.2% +$923 ﹤0.01% 2467
2024
Q1 		$563K Buy
12,110
+7,975
+193% +$374K ﹤0.01% 2514
2023
Q4 		$214K Buy
+4,135
New +$208K ﹤0.01% 2007
2023
Q3 		– Sell
-4,057
Closed -$209K – 2227
2023
Q2 		$209K Sell
4,057
-2,330
-36% -$131K ﹤0.01% 1959
2023
Q1 		$372K Buy
6,387
+1,945
+44% +$115K ﹤0.01% 1581
2022
Q4 		$269K Buy
+4,442
New +$267K ﹤0.01% 1730
2022
Q2 		– Sell
-3,371
Closed -$200K – 1841
2022
Q1 		$200K Buy
+3,371
New +$203K ﹤0.01% 1722

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

Cetera Investment Advisers's CWT Position: Q1 2026 in Review

Cetera Investment Advisers increased its California Water Service (CWT) stake by 5.9% in Q1 2026, buying an estimated $34.1K and bringing the position to 13,714 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

Cetera Investment Advisers first reported a position in CWT in Q1 2022 and has held it in 14 quarters since. The position peaked at $817K in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Cetera Investment Advisers held 13,714 shares of California Water Service worth $622K as of Q1 2026.
  • Cetera Investment Advisers bought 761 California Water Service shares in Q1 2026, an estimated $34.1K.
  • California Water Service made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3314 holding.
  • Cetera Investment Advisers first reported a position in California Water Service in Q1 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's California Water Service position peaked at $817K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.