Duff & Phelps Investment Management’s California Water Service CWT Stock Holding History

Duff & Phelps Investment Management’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	$8.91M	Buy	183,197 +98,082	+115%	+$4.42M	0.08%	105
2026 Q1	$3.86M	Buy	+85,115	New	+$3.82M	0.04%	120
2025 Q2	–	Sell	-35,006	Closed	-$1.7M	–	157
2025 Q1	$1.7M	Sell	35,006 -1,329	-4%	-$60.4K	0.02%	125
2024 Q4	$1.65M	Sell	36,335 -27,219	-43%	-$1.37M	0.02%	128
2024 Q3	$3.45M	Buy	63,554 +21,791	+52%	+$1.16M	0.04%	121
2024 Q2	$2.03M	Buy	+41,763	New	+$2.03M	0.03%	134

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

Duff & Phelps Investment Management's CWT Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its California Water Service (CWT) stake by 115% in Q2 2026, buying an estimated $4.42M and bringing the position to 183,197 shares worth $8.91M. The position accounts for 0.08% of the portfolio, ranked #105.

Duff & Phelps Investment Management first reported a position in CWT in Q2 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Duff & Phelps Investment Management held 183,197 shares of California Water Service worth $8.91M as of Q2 2026.
Duff & Phelps Investment Management bought 98,082 California Water Service shares in Q2 2026, an estimated $4.42M.
California Water Service made up 0.08% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #105 holding.
Duff & Phelps Investment Management first reported a position in California Water Service in Q2 2024 and has held it in 6 quarters since.
344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.