Clean Yield Group’s California Water Service CWT Stock Holding History

Clean Yield Group’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	$460K	Sell	10,135 -800	-7%	-$35.9K	0.13%	97
2025 Q4	$474K	Sell	10,935 -300	-3%	-$13.7K	0.13%	97
2025 Q3	$516K	Sell	11,235 -250	-2%	-$11.5K	0.15%	88
2025 Q2	$522K	Hold	11,485	–	–	0.16%	84
2025 Q1	$557K	Hold	11,485	–	–	0.18%	82
2024 Q4	$521K	Hold	11,485	–	–	0.17%	88
2024 Q3	$623K	Hold	11,485	–	–	0.2%	82
2024 Q2	$557K	Sell	11,485 -500	-4%	-$24.3K	0.21%	74
2024 Q1	$557K	Sell	11,985 -900	-7%	-$42.2K	0.22%	74
2023 Q4	$668K	Hold	12,885	–	–	0.28%	64
2023 Q3	$630K	Hold	12,885	–	–	0.28%	63
2023 Q2	$665K	Sell	12,885 -500	-4%	-$28.1K	0.27%	65
2023 Q1	$779K	Hold	13,385	–	–	0.33%	58
2022 Q4	$812K	Hold	13,385	–	–	0.35%	64
2022 Q3	$705K	Hold	13,385	–	–	0.33%	63
2022 Q2	$744K	Hold	13,385	–	–	0.31%	66
2022 Q1	$793K	Sell	13,385 -260	-2%	-$15.7K	0.28%	75
2021 Q4	$981K	Sell	13,645 -460	-3%	-$29.6K	0.31%	64
2021 Q3	$831K	Sell	14,105 -20	-0.1%	-$1.23K	0.27%	69
2021 Q2	$785K	Buy	14,125 +20	+0.1%	+$1.15K	0.27%	68
2021 Q1	$795K	Sell	14,105 -1,000	-7%	-$55.4K	0.3%	66
2020 Q4	$816K	Hold	15,105	–	–	0.29%	61
2020 Q3	$656K	Hold	15,105	–	–	0.27%	63
2020 Q2	$721K	Sell	15,105 -1,500	-9%	-$70.8K	0.31%	57
2020 Q1	$836K	Hold	16,605	–	–	0.4%	53
2019 Q4	$856K	Hold	16,605	–	–	0.27%	68
2019 Q3	$879K	Hold	16,605	–	–	0.29%	63
2019 Q2	$841K	Sell	16,605 -350	-2%	-$17.6K	0.3%	62
2019 Q1	$920K	Sell	16,955 -2,040	-11%	-$103K	0.37%	60
2018 Q4	$905K	Hold	18,995	–	–	0.39%	65
2018 Q3	$815K	Sell	18,995 -1,000	-5%	-$41.1K	0.32%	74
2018 Q2	$779K	Sell	19,995 -1,215	-6%	-$47.5K	0.32%	76
2018 Q1	$790K	Sell	21,210 -3,280	-13%	-$131K	0.33%	73
2017 Q4	$1.11M	Sell	24,490 -1,350	-5%	-$58.1K	0.44%	66
2017 Q3	$986K	Hold	25,840	–	–	0.4%	66
2017 Q2	$965K	Sell	25,840 -1,730	-6%	-$61.9K	0.4%	68
2017 Q1	$988K	Sell	27,570 -9,160	-25%	-$317K	0.42%	64
2016 Q4	$1.25M	Sell	36,730 -600	-2%	-$19.9K	0.56%	57
2016 Q3	$1.2M	Sell	37,330 -1,300	-3%	-$42K	0.52%	60
2016 Q2	$1.35M	Sell	38,630 -100	-0.3%	-$2.93K	0.58%	58
2016 Q1	$1.07M	Sell	38,730 -2,345	-6%	-$58.4K	0.48%	65
2015 Q4	$973K	Sell	41,075 -800	-2%	-$18.2K	0.48%	66
2015 Q3	$1.02M	Sell	41,875 -520	-1%	-$11.4K	0.48%	64
2015 Q2	$969K	Buy	42,395 +8,245	+24%	+$198K	0.45%	72
2015 Q1	$837K	Buy	34,150 +2,300	+7%	+$56.9K	0.36%	76
2014 Q4	$784K	Hold	31,850	–	–	0.35%	75
2014 Q3	$715K	Hold	31,850	–	–	0.34%	78
2014 Q2	$771K	Hold	31,850	–	–	0.38%	74
2014 Q1	$762K	Buy	31,850 +5,550	+21%	+$128K	0.39%	73
2013 Q4	$607K	Buy	26,300 +1,900	+8%	+$41.3K	0.32%	77
2013 Q3	$496K	Hold	24,400	–	–	0.27%	80
2013 Q2	$476K	Buy	+24,400	New	+$484K	0.27%	79

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Clean Yield Group's CWT Position: Q1 2026 in Review

Clean Yield Group reduced its California Water Service (CWT) stake by 7.3% in Q1 2026, selling an estimated $35.9K and leaving 10,135 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #97.

Clean Yield Group first reported a position in CWT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35M in Q2 2016. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Clean Yield Group held 10,135 shares of California Water Service worth $460K as of Q1 2026.
Clean Yield Group sold 800 California Water Service shares in Q1 2026, an estimated $35.9K.
California Water Service made up 0.13% of Clean Yield Group's portfolio in Q1 2026, its #97 holding.
Clean Yield Group first reported a position in California Water Service in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's California Water Service position peaked at $1.35M in Q2 2016.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.