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Kennedy Capital Management’s California Water Service CWT Stock Holding History

Kennedy Capital Management’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
Q2 		$2.51M Buy
51,638
+19,868
+63% +$896K 0.04% 422
2026
Q1 		$1.44M Buy
31,770
+2,855
+10% +$128K 0.03% 448
2025
Q4 		$1.25M Sell
28,915
-28,659
-50% -$1.31M 0.03% 462
2025
Q3 		$2.64M Buy
57,574
+21
+0% +$967 0.06% 407
2025
Q2 		$2.62M Sell
57,553
-18,350
-24% -$878K 0.06% 401
2025
Q1 		$3.68M Buy
+75,903
New +$3.45M 0.09% 336
2021
Q1 		– Sell
-10,863
Closed -$587K – 673
2020
Q4 		$587K Sell
10,863
-247
-2% -$12.2K 0.01% 578
2020
Q3 		$483K Sell
11,110
-93,863
-89% -$4.37M 0.01% 593
2020
Q2 		$5.01M Buy
104,973
+18,236
+21% +$861K 0.14% 275
2020
Q1 		$4.37M Sell
86,737
-2,344
-3% -$122K 0.16% 229
2019
Q4 		$4.59M Sell
89,081
-6,557
-7% -$342K 0.11% 357
2019
Q3 		$5.06M Sell
95,638
-1,506
-2% -$80.7K 0.13% 325
2019
Q2 		$4.92M Buy
97,144
+73,437
+310% +$3.69M 0.12% 333
2019
Q1 		$1.29M Sell
23,707
-1,032
-4% -$51.9K 0.03% 593
2018
Q4 		$1.18M Buy
+24,739
New +$1.1M 0.03% 598
2013
Q4 		– Sell
-45,000
Closed -$914K – 751
2013
Q3 		$914K Hold
45,000
– – 0.02% 646
2013
Q2 		$878K Buy
+45,000
New +$893K 0.02% 654

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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

Kennedy Capital Management's CWT Position: Q2 2026 in Review

Kennedy Capital Management increased its California Water Service (CWT) stake by 63% in Q2 2026, buying an estimated $896K and bringing the position to 51,638 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #422.

Kennedy Capital Management first reported a position in CWT in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.06M in Q3 2019. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Kennedy Capital Management held 51,638 shares of California Water Service worth $2.51M as of Q2 2026.
  • Kennedy Capital Management bought 19,868 California Water Service shares in Q2 2026, an estimated $896K.
  • California Water Service made up 0.04% of Kennedy Capital Management's portfolio in Q2 2026, its #422 holding.
  • Kennedy Capital Management first reported a position in California Water Service in Q2 2013 and has held it in 17 quarters since.
  • Kennedy Capital Management's California Water Service position peaked at $5.06M in Q3 2019.
  • 344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.