DPIM
CWT icon

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
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
BlackRock New York $5.7T 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