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Everence Capital Management’s California Water Service CWT Stock Holding History

Everence Capital 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 		$348K Buy
7,671
+1,991
+35% +$89.3K 0.02% 507
2025
Q4 		$246K Hold
5,680
– – 0.01% 671
2025
Q3 		$261K Hold
5,680
– – 0.02% 663
2025
Q2 		$258K Sell
5,680
-2,000
-26% -$95.7K 0.02% 643
2025
Q1 		$372K Hold
7,680
– – 0.03% 468
2024
Q4 		$348K Sell
7,680
-6,930
-47% -$350K 0.02% 510
2024
Q3 		$792K Hold
14,610
– – 0.05% 289
2024
Q2 		$718 Hold
14,610
– – 0.05% 286
2024
Q1 		$679 Hold
14,610
– – 0.04% 324
2023
Q4 		$758K Sell
14,610
-1,110
-7% -$55.8K 0.05% 280
2023
Q3 		$744 Sell
15,720
-750
-5% -$38K 0.06% 270
2023
Q2 		$937K Hold
16,470
– – 0.08% 215
2023
Q1 		$959 Hold
16,470
– – 0.08% 224
2022
Q4 		$999 Sell
16,470
-1,760
-10% -$106K 0.09% 197
2022
Q3 		$961K Hold
18,230
– – 0.09% 194
2022
Q2 		$1.01M Hold
18,230
– – 0.09% 181
2022
Q1 		$1.08M Buy
18,230
+2,110
+13% +$127K 0.08% 198
2021
Q4 		$1.16M Sell
16,120
-2,010
-11% -$129K 0.09% 200
2021
Q3 		$1.07M Buy
18,130
+2,110
+13% +$130K 0.09% 190
2021
Q2 		$890K Buy
16,020
+4,080
+34% +$235K 0.07% 226
2021
Q1 		$673K Hold
11,940
– – 0.06% 263
2020
Q4 		$645K Buy
11,940
+1,990
+20% +$98K 0.06% 266
2020
Q3 		$432K Sell
9,950
-1,320
-12% -$61.4K 0.05% 343
2020
Q2 		$530K Hold
11,270
– – 0.06% 276
2020
Q1 		$567K Sell
11,270
-1,770
-14% -$91.8K 0.08% 210
2019
Q4 		$672K Buy
13,040
+2,040
+19% +$106K 0.1% 211
2019
Q3 		$582K Hold
11,000
– – 0.09% 229
2019
Q2 		$557K Buy
11,000
+2,310
+27% +$116K 0.09% 231
2019
Q1 		$472K Buy
8,690
+3,000
+53% +$151K 0.08% 261
2018
Q4 		$271K Buy
+5,690
New +$252K 0.06% 308

Other funds holding CWT

BlackRock
BlackRock New York $5.72T 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

Everence Capital Management's CWT Position: Q1 2026 in Review

Everence Capital Management increased its California Water Service (CWT) stake by 35% in Q1 2026, buying an estimated $89.3K and bringing the position to 7,671 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #507.

Everence Capital Management first reported a position in CWT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.16M in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Everence Capital Management held 7,671 shares of California Water Service worth $348K as of Q1 2026.
  • Everence Capital Management bought 1,991 California Water Service shares in Q1 2026, an estimated $89.3K.
  • California Water Service made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #507 holding.
  • Everence Capital Management first reported a position in California Water Service in Q4 2018 and has held it in 30 quarters since.
  • Everence Capital Management's California Water Service position peaked at $1.16M in Q4 2021.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.