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

Evergreen 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
2025
Q4 		– Sell
-4,548
Closed -$209K – 1441
2025
Q3 		$209K Buy
+4,548
New +$209K 0.01% 1209
2023
Q3 		– Sell
-4,180
Closed -$216K – 806
2023
Q2 		$216K Buy
4,180
+330
+9% +$18.5K 0.01% 695
2023
Q1 		$224K Sell
3,850
-344
-8% -$20.4K 0.01% 620
2022
Q4 		$254K Sell
4,194
-460
-10% -$27.6K 0.01% 533
2022
Q3 		$245K Buy
+4,654
New +$273K 0.01% 498

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 $3.38T AUM 44.17% 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

Evergreen Capital Management's CWT Position: Q4 2025 in Review

Evergreen Capital Management sold out of California Water Service (CWT) in Q4 2025, closing a stake of 4,548 shares — an estimated $209K sold.

Evergreen Capital Management first reported a position in CWT in Q3 2022 and held it in 5 quarters. The position peaked at $254K in Q4 2022. 329 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Evergreen Capital Management reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 4,548 California Water Service shares in Q4 2025, an estimated $209K.
  • Evergreen Capital Management first reported a position in California Water Service in Q3 2022 and held it in 5 quarters.
  • Evergreen Capital Management's California Water Service position peaked at $254K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.