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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
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

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

Green Alpha Advisors's CWT Position: Q1 2026 in Review

Green Alpha Advisors reduced its California Water Service (CWT) stake by 3.8% in Q1 2026, selling an estimated $13.9K and leaving 7,843 shares worth $356K. The position accounts for 0.35% of the portfolio, ranked #75.

Green Alpha Advisors first reported a position in CWT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.26M in Q2 2022. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Green Alpha Advisors held 7,843 shares of California Water Service worth $356K as of Q1 2026.
  • Green Alpha Advisors sold 310 California Water Service shares in Q1 2026, an estimated $13.9K.
  • California Water Service made up 0.35% of Green Alpha Advisors's portfolio in Q1 2026, its #75 holding.
  • Green Alpha Advisors first reported a position in California Water Service in Q4 2020 and has held it in 22 quarters since.
  • Green Alpha Advisors's California Water Service position peaked at $2.26M in Q2 2022.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Green Alpha Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.