EP
CWT icon

Essential Partners’s California Water Service CWT Stock Holding History

Essential 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
2026
Q2 		$28.7K Buy
589
+458
+350% +$20.7K 0.01% 779
2026
Q1 		$5.94K Buy
131
+96
+274% +$4.31K ﹤0.01% 1499
2025
Q4 		$1.52K Sell
35
-827
-96% -$37.7K ﹤0.01% 1892
2025
Q3 		$39.6K Buy
862
+802
+1,337% +$36.9K 0.01% 664
2025
Q2 		$2.73K Buy
+60
New +$2.87K ﹤0.01% 1231

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 $3.38T AUM 44.17% 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

Essential Partners's CWT Position: Q2 2026 in Review

Essential Partners increased its California Water Service (CWT) stake by 350% in Q2 2026, buying an estimated $20.7K and bringing the position to 589 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #779.

Essential Partners first reported a position in CWT in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.6K in Q3 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Essential Partners held 589 shares of California Water Service worth $28.7K as of Q2 2026.
  • Essential Partners bought 458 California Water Service shares in Q2 2026, an estimated $20.7K.
  • California Water Service made up 0.01% of Essential Partners's portfolio in Q2 2026, its #779 holding.
  • Essential Partners first reported a position in California Water Service in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's California Water Service position peaked at $39.6K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.