EM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ELCO Management's CWT Position: Q2 2026 in Review

ELCO Management reduced its California Water Service (CWT) stake by 5.7% in Q2 2026, selling an estimated $16.7K and leaving 6,093 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #128.

ELCO Management first reported a position in CWT in Q2 2017 and has held it in 15 quarters since. The position peaked at $481K in Q1 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • ELCO Management held 6,093 shares of California Water Service worth $296K as of Q2 2026.
  • ELCO Management sold 370 California Water Service shares in Q2 2026, an estimated $16.7K.
  • California Water Service made up 0.13% of ELCO Management's portfolio in Q2 2026, its #128 holding.
  • ELCO Management first reported a position in California Water Service in Q2 2017 and has held it in 15 quarters since.
  • ELCO Management's California Water Service position peaked at $481K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.