ELCO Management
CWT icon

ELCO Management’s California Water Service CWT Stock Holding History

ELCO 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
Q3 		$282K Hold
6,093
– – 0.13% 132
2026
Q2 		$296K Sell
6,093
-370
-6% -$16.7K 0.13% 128
2026
Q1 		$293K Hold
6,463
– – 0.14% 127
2025
Q4 		$280K Sell
6,463
-1,480
-19% -$67.5K 0.18% 117
2025
Q3 		$365K Sell
7,943
-959
-11% -$44.1K 0.19% 99
2025
Q2 		$405K Sell
8,902
-1,014
-10% -$48.5K 0.21% 94
2025
Q1 		$481K Buy
9,916
+3,361
+51% +$153K 0.27% 79
2024
Q4 		$297K Sell
6,555
-949
-13% -$47.9K 0.16% 120
2024
Q3 		$407K Hold
7,504
– – 0.22% 97
2024
Q2 		$364K Buy
+7,504
New +$365K 0.21% 99
2022
Q1 		– Sell
-3,703
Closed -$266K – 146
2021
Q4 		$266K Buy
+3,703
New +$238K 0.19% 116
2021
Q1 		– Sell
-7,221
Closed -$391K – 130
2020
Q4 		$391K Buy
7,221
+1,183
+20% +$58.3K 0.34% 86
2020
Q3 		$262K Buy
+6,038
New +$281K 0.21% 104
2018
Q1 		– Sell
-6,146
Closed -$279K – 139
2017
Q4 		$279K Sell
6,146
-105
-2% -$4.52K 0.15% 121
2017
Q3 		$238K Buy
6,251
+141
+2% +$5.32K 0.13% 122
2017
Q2 		$225K Buy
+6,110
New +$219K 0.13% 129

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ELCO Management's CWT Position: Q3 2026 in Review

ELCO Management held its California Water Service (CWT) position steady in Q3 2026 at 6,093 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #132.

ELCO Management first reported a position in CWT in Q2 2017 and has held it in 16 quarters since. The position peaked at $481K in Q1 2025. 205 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • ELCO Management held 6,093 shares of California Water Service worth $282K as of Q3 2026.
  • ELCO Management left its California Water Service share count unchanged in Q3 2026.
  • California Water Service made up 0.13% of ELCO Management's portfolio in Q3 2026, its #132 holding.
  • ELCO Management first reported a position in California Water Service in Q2 2017 and has held it in 16 quarters since.
  • ELCO Management's California Water Service position peaked at $481K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.