Mackenzie Financial
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Mackenzie Financial’s California Water Service CWT Stock Holding History

Mackenzie Financial’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 		$1.86M Buy
41,040
+25,406
+163% +$1.14M ﹤0.01% 942
2025
Q4 		$680K Buy
15,634
+630
+4% +$28.7K ﹤0.01% 1143
2025
Q3 		$689K Buy
15,004
+646
+4% +$29.7K ﹤0.01% 1168
2025
Q2 		$653K Sell
14,358
-527
-4% -$25.2K ﹤0.01% 1135
2025
Q1 		$721K Buy
14,885
+5,263
+55% +$239K ﹤0.01% 1076
2024
Q4 		$436K Buy
9,622
+5,684
+144% +$287K ﹤0.01% 1236
2024
Q3 		$214K Buy
+3,938
New +$209K ﹤0.01% 1355
2023
Q2 		– Sell
-3,528
Closed -$205K – 1538
2023
Q1 		$205K Buy
3,528
+74
+2% +$4.39K ﹤0.01% 1336
2022
Q4 		$209K Buy
+3,454
New +$207K ﹤0.01% 1235
2022
Q3 		– Sell
-3,797
Closed -$211K – 1453
2022
Q2 		$211K Buy
+3,797
New +$205K ﹤0.01% 1261
2022
Q1 		– Sell
-2,913
Closed -$209K – 1431
2021
Q4 		$209K Buy
+2,913
New +$187K ﹤0.01% 1321

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

Mackenzie Financial's CWT Position: Q1 2026 in Review

Mackenzie Financial increased its California Water Service (CWT) stake by 163% in Q1 2026, buying an estimated $1.14M and bringing the position to 41,040 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Mackenzie Financial first reported a position in CWT in Q4 2021 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Mackenzie Financial held 41,040 shares of California Water Service worth $1.86M as of Q1 2026.
  • Mackenzie Financial bought 25,406 California Water Service shares in Q1 2026, an estimated $1.14M.
  • California Water Service made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #942 holding.
  • Mackenzie Financial first reported a position in California Water Service in Q4 2021 and has held it in 11 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.