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Green Alpha Advisors’s California Water Service CWT Stock Holding History

Green Alpha 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
Q3 		– Sell
-7,830
Closed -$381K – 112
2026
Q2 		$381K Sell
7,830
-13
-0.2% -$586 0.26% 78
2026
Q1 		$356K Sell
7,843
-310
-4% -$13.9K 0.35% 75
2025
Q4 		$353K Buy
8,153
+700
+9% +$31.9K 0.32% 84
2025
Q3 		$342K Sell
7,453
-396
-5% -$18.2K 0.33% 78
2025
Q2 		$357K Sell
7,849
-586
-7% -$28K 0.34% 79
2025
Q1 		$409K Sell
8,435
-151
-2% -$6.86K 0.44% 68
2024
Q4 		$389K Sell
8,586
-537
-6% -$27.1K 0.31% 104
2024
Q3 		$495K Sell
9,123
-189
-2% -$10K 0.39% 86
2024
Q2 		$452K Sell
9,312
-591
-6% -$28.7K 0.36% 94
2024
Q1 		$460K Sell
9,903
-30
-0.3% -$1.41K 0.33% 101
2023
Q4 		$515K Sell
9,933
-4,057
-29% -$204K 0.37% 106
2023
Q3 		$662K Buy
13,990
+226
+2% +$11.4K 0.51% 72
2023
Q2 		$711K Buy
13,764
+43
+0.3% +$2.41K 0.47% 80
2023
Q1 		$799K Sell
13,721
-155
-1% -$9.2K 0.56% 70
2022
Q4 		$841K Sell
13,876
-47
-0.3% -$2.82K 0.7% 59
2022
Q3 		$734K Sell
13,923
-26,742
-66% -$1.57M 0.62% 70
2022
Q2 		$2.26M Buy
40,665
+23,613
+138% +$1.27M 0.52% 49
2022
Q1 		$1.01M Buy
17,052
+257
+2% +$15.5K 0.68% 61
2021
Q4 		$1.21M Buy
16,795
+1
+0% +$64 0.82% 51
2021
Q3 		$990K Buy
16,794
+481
+3% +$29.6K 0.68% 72
2021
Q2 		$906K Buy
16,313
+7,052
+76% +$407K 0.62% 79
2021
Q1 		$522K Buy
9,261
+1,659
+22% +$91.9K 0.52% 79
2020
Q4 		$411K Buy
+7,602
New +$374K 0.5% 76

Other funds holding CWT

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Green Alpha Advisors's CWT Position: Q3 2026 in Review

Green Alpha Advisors sold out of California Water Service (CWT) in Q3 2026, closing a stake of 7,830 shares — an estimated $381K sold.

Green Alpha Advisors first reported a position in CWT in Q4 2020 and held it in 23 quarters. The position peaked at $2.26M in Q2 2022. 9 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Green Alpha Advisors reported no remaining California Water Service position as of Q3 2026 after selling out during the quarter.
  • Green Alpha Advisors sold 7,830 California Water Service shares in Q3 2026, an estimated $381K.
  • Green Alpha Advisors first reported a position in California Water Service in Q4 2020 and held it in 23 quarters.
  • Green Alpha Advisors's California Water Service position peaked at $2.26M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.