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Edgestream Partners’s California Water Service CWT Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-7,253
Closed -$333K – 978
2025
Q3 		$333K Buy
+7,253
New +$334K 0.01% 784
2024
Q4 		– Sell
-10,876
Closed -$590K – 895
2024
Q3 		$590K Sell
10,876
-41,467
-79% -$2.2M 0.03% 670
2024
Q2 		$2.54M Buy
+52,343
New +$2.54M 0.12% 275
2023
Q4 		– Sell
-56,042
Closed -$2.65M – 877
2023
Q3 		$2.65M Buy
56,042
+41,259
+279% +$2.09M 0.21% 121
2023
Q2 		$763K Buy
+14,783
New +$830K 0.07% 419

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgestream Partners's CWT Position: Q4 2025 in Review

Edgestream Partners sold out of California Water Service (CWT) in Q4 2025, closing a stake of 7,253 shares — an estimated $333K sold.

Edgestream Partners first reported a position in CWT in Q2 2023 and held it in 5 quarters. The position peaked at $2.65M in Q3 2023. 329 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Edgestream Partners reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 7,253 California Water Service shares in Q4 2025, an estimated $333K.
  • Edgestream Partners first reported a position in California Water Service in Q2 2023 and held it in 5 quarters.
  • Edgestream Partners's California Water Service position peaked at $2.65M in Q3 2023.
  • 329 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.