JCIA
CWT icon

Jackson Creek Investment Advisors’s California Water Service CWT Stock Holding History

Jackson Creek Investment 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
2025
Q4 		– Sell
-37,534
Closed -$1.72M – 308
2025
Q3 		$1.72M Buy
+37,534
New +$1.73M 0.5% 85

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Creek Investment Advisors's CWT Position: Q4 2025 in Review

Jackson Creek Investment Advisors sold out of California Water Service (CWT) in Q4 2025, closing a stake of 37,534 shares — an estimated $1.72M sold.

Jackson Creek Investment Advisors first reported a position in CWT in Q3 2025 and held it in 1 quarter. The position peaked at $1.72M in Q3 2025. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Jackson Creek Investment Advisors reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 37,534 California Water Service shares in Q4 2025, an estimated $1.72M.
  • Jackson Creek Investment Advisors first reported a position in California Water Service in Q3 2025 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's California Water Service position peaked at $1.72M in Q3 2025.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.