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Graney & King’s California Water Service CWT Stock Holding History

Graney & King’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
Q3 		– Sell
-36
Closed -$1.64K – 353
2025
Q2 		$1.64K Hold
36
– – ﹤0.01% 306
2025
Q1 		$1.75K Buy
+36
New +$1.64K ﹤0.01% 297

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 $3.37T AUM 44.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Graney & King's CWT Position: Q3 2025 in Review

Graney & King sold out of California Water Service (CWT) in Q3 2025, closing a stake of 36 shares — an estimated $1.64K sold.

Graney & King first reported a position in CWT in Q1 2025 and held it in 2 quarters. The position peaked at $1.75K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Graney & King reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Graney & King sold 36 California Water Service shares in Q3 2025, an estimated $1.64K.
  • Graney & King first reported a position in California Water Service in Q1 2025 and held it in 2 quarters.
  • Graney & King's California Water Service position peaked at $1.75K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Graney & King's 13F filing for Q3 2025, filed 13 Nov 2025.