Invesco’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$45.4M Buy
1,002,232
+47,998
+5% +$2.15M ﹤0.01% 1107
2025
Q4
$41.3M Buy
954,234
+57,170
+6% +$2.61M ﹤0.01% 1158
2025
Q3
$41.2M Sell
897,064
-23,651
-3% -$1.09M 0.01% 1151
2025
Q2
$41.9M Sell
920,715
-64,426
-7% -$3.08M 0.01% 1128
2025
Q1
$47.7M Buy
985,141
+56,993
+6% +$2.59M 0.01% 1054
2024
Q4
$42.1M Buy
928,148
+49,107
+6% +$2.48M 0.01% 1128
2024
Q3
$47.7M Sell
879,041
-112,347
-11% -$5.96M 0.01% 1059
2024
Q2
$48.1M Buy
991,388
+548
+0.1% +$26.6K 0.01% 1026
2024
Q1
$46.1M Buy
990,840
+116,366
+13% +$5.45M 0.01% 1073
2023
Q4
$45.4M Sell
874,474
-221,840
-20% -$11.2M 0.01% 1055
2023
Q3
$51.9M Buy
1,096,314
+240,944
+28% +$12.2M 0.01% 938
2023
Q2
$44.2M Sell
855,370
-156,695
-15% -$8.8M 0.01% 993
2023
Q1
$58.9M Sell
1,012,065
-4,461
-0.4% -$265K 0.02% 880
2022
Q4
$61.6M Sell
1,016,526
-261,771
-20% -$15.7M 0.02% 853
2022
Q3
$67.4M Sell
1,278,297
-61,911
-5% -$3.63M 0.02% 798
2022
Q2
$74.4M Sell
1,340,208
-71,375
-5% -$3.85M 0.02% 790
2022
Q1
$83.7M Sell
1,411,583
-2,687
-0.2% -$162K 0.02% 832
2021
Q4
$102M Buy
1,414,270
+81,975
+6% +$5.27M 0.02% 803
2021
Q3
$78.5M Buy
1,332,295
+42,582
+3% +$2.62M 0.02% 884
2021
Q2
$71.6M Buy
1,289,713
+160,539
+14% +$9.26M 0.02% 940
2021
Q1
$63.6M Sell
1,129,174
-54,568
-5% -$3.02M 0.02% 958
2020
Q4
$64M Buy
1,183,742
+46,084
+4% +$2.27M 0.02% 940
2020
Q3
$49.4M Sell
1,137,658
-6,293
-0.6% -$293K 0.02% 948
2020
Q2
$54.6M Sell
1,143,951
-85,488
-7% -$4.04M 0.02% 865
2020
Q1
$61.9M Sell
1,229,439
-261,006
-18% -$13.5M 0.03% 702
2019
Q4
$76.8M Buy
1,490,445
+43,123
+3% +$2.25M 0.02% 797
2019
Q3
$76.6M Buy
1,447,322
+82,414
+6% +$4.42M 0.02% 776
2019
Q2
$69.1M Sell
1,364,908
-10,382
-0.8% -$522K 0.02% 856
2019
Q1
$74.7M Buy
1,375,290
+181,834
+15% +$9.15M 0.03% 639
2018
Q4
$56.9M Buy
1,193,456
+342,146
+40% +$15.1M 0.02% 705
2018
Q3
$36.5M Buy
851,310
+99,805
+13% +$4.1M 0.01% 976
2018
Q2
$29.3M Sell
751,505
-77,650
-9% -$3.04M 0.01% 1041
2018
Q1
$30.9M Buy
829,155
+293,553
+55% +$11.7M 0.01% 950
2017
Q4
$24.3M Buy
535,602
+192,213
+56% +$8.28M 0.01% 1106
2017
Q3
$13.1M Sell
343,389
-41,221
-11% -$1.56M ﹤0.01% 1414
2017
Q2
$14.2M Sell
384,610
-40,436
-10% -$1.45M ﹤0.01% 1366
2017
Q1
$15.2M Sell
425,046
-125,662
-23% -$4.35M 0.01% 1310
2016
Q4
$18.7M Sell
550,708
-132,377
-19% -$4.38M 0.01% 1182
2016
Q3
$21.9M Sell
683,085
-169,796
-20% -$5.48M 0.01% 1115
2016
Q2
$29.8M Buy
852,881
+134,259
+19% +$3.94M 0.01% 994
2016
Q1
$19.2M Buy
718,622
+183,266
+34% +$4.56M 0.01% 1145
2015
Q4
$12.5M Sell
535,356
-9,156
-2% -$208K 0.01% 1385
2015
Q3
$12M Buy
544,512
+59,450
+12% +$1.3M 0.01% 1368
2015
Q2
$11.1M Sell
485,062
-317,684
-40% -$7.62M ﹤0.01% 1501
2015
Q1
$19.7M Buy
802,746
+149,733
+23% +$3.7M 0.01% 1197
2014
Q4
$16.1M Buy
653,013
+32,111
+5% +$787K 0.01% 1289
2014
Q3
$13.9M Sell
620,902
-115,440
-16% -$2.72M 0.01% 1356
2014
Q2
$17.8M Sell
736,342
-47,912
-6% -$1.08M 0.01% 1274
2014
Q1
$18.8M Sell
784,254
-38,034
-5% -$874K 0.01% 1208
2013
Q4
$19M Sell
822,288
-303,508
-27% -$6.6M 0.01% 1208
2013
Q3
$22.9M Sell
1,125,796
-416,635
-27% -$8.58M 0.01% 1103
2013
Q2
$30.1M Buy
+1,542,431
New +$30.6M 0.01% 955

Other funds holding CWT

Invesco's CWT Position: Q1 2026 in Review

Invesco increased its California Water Service (CWT) stake by 5% in Q1 2026, buying an estimated $2.15M and bringing the position to 1,002,232 shares worth $45.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Invesco first reported a position in CWT in Q2 2013 and has held it in 52 quarters since. The position peaked at $102M in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Invesco held 1,002,232 shares of California Water Service worth $45.4M as of Q1 2026.
  • Invesco bought 47,998 California Water Service shares in Q1 2026, an estimated $2.15M.
  • California Water Service made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #1107 holding.
  • Invesco first reported a position in California Water Service in Q2 2013 and has held it in 52 quarters since.
  • Invesco's California Water Service position peaked at $102M in Q4 2021.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.