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EverSource Wealth Advisors’s California Water Service CWT Stock Holding History

EverSource Wealth Advisors’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 		$54.2K Sell
1,113
-96
-8% -$4.33K ﹤0.01% 1731
2026
Q1 		$54.8K Buy
1,209
+606
+100% +$27.2K ﹤0.01% 1816
2025
Q4 		$26.1K Sell
603
-295
-33% -$13.5K ﹤0.01% 2209
2025
Q3 		$41.2K Buy
898
+201
+29% +$9.25K ﹤0.01% 1844
2025
Q2 		$31.7K Buy
697
+365
+110% +$17.5K ﹤0.01% 1940
2025
Q1 		$16.1K Buy
332
+3
+0.9% +$136 ﹤0.01% 1820
2024
Q4 		$14.9K Buy
329
+254
+339% +$12.8K ﹤0.01% 1790
2024
Q3 		$4.07K Hold
75
– – ﹤0.01% 2304
2024
Q2 		$4.01K Buy
75
+36
+92% +$1.75K ﹤0.01% 2293
2024
Q1 		$1.92K Sell
39
-36
-48% -$1.69K ﹤0.01% 2403
2023
Q4 		$3.89K Sell
75
-10
-12% -$503 ﹤0.01% 1959
2023
Q3 		$4.02K Sell
85
-405
-83% -$20.5K ﹤0.01% 1791
2023
Q2 		$25.3K Sell
490
-588
-55% -$33K ﹤0.01% 1059
2023
Q1 		$62.7K Sell
1,078
-45
-4% -$2.67K 0.01% 702
2022
Q4 		$68.1K Buy
1,123
+9
+0.8% +$541 0.01% 633
2022
Q3 		$58K Buy
1,114
+50
+5% +$2.93K 0.01% 595
2022
Q2 		$60K Buy
1,064
+936
+731% +$50.4K 0.02% 561
2022
Q1 		$8K Sell
128
-40
-24% -$2.41K ﹤0.01% 1060
2021
Q4 		$12K Buy
+168
New +$10.8K ﹤0.01% 885

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

EverSource Wealth Advisors's CWT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its California Water Service (CWT) stake by 7.9% in Q2 2026, selling an estimated $4.33K and leaving 1,113 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

EverSource Wealth Advisors first reported a position in CWT in Q4 2021 and has held it in 19 quarters since. The position peaked at $68.1K in Q4 2022. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • EverSource Wealth Advisors held 1,113 shares of California Water Service worth $54.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 96 California Water Service shares in Q2 2026, an estimated $4.33K.
  • California Water Service made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1731 holding.
  • EverSource Wealth Advisors first reported a position in California Water Service in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's California Water Service position peaked at $68.1K in Q4 2022.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.