Connor, Clark & Lunn Investment Management (CC&L)’s California Water Service CWT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	–	Sell	-8,315	Closed	-$377K	–	1665
2026 Q1	$377K	Buy	+8,315	New	+$373K	﹤0.01%	1366
2025 Q4	–	Sell	-8,504	Closed	-$390K	–	1589
2025 Q3	$390K	Buy	+8,504	New	+$391K	﹤0.01%	1310
2025 Q1	–	Sell	-8,219	Closed	-$373K	–	1452
2024 Q4	$373K	Sell	8,219 -19,812	-71%	-$1M	﹤0.01%	1215
2024 Q3	$1.52M	Buy	28,031 +6,735	+32%	+$357K	0.01%	743
2024 Q2	$1.03M	Buy	+21,296	New	+$1.03M	﹤0.01%	841

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CWT Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of California Water Service (CWT) in Q2 2026, closing a stake of 8,315 shares — an estimated $377K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CWT in Q2 2024 and held it in 5 quarters. The position peaked at $1.52M in Q3 2024. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 8,315 California Water Service shares in Q2 2026, an estimated $377K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in California Water Service in Q2 2024 and held it in 5 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s California Water Service position peaked at $1.52M in Q3 2024.
344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.