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MCF Advisors’s California Water Service CWT Stock Holding History

MCF 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 		– Sell
-100
Closed -$4.33K – 1351
2025
Q4 		$4.33K Hold
100
– – ﹤0.01% 968
2025
Q3 		$4.59K Hold
100
– – ﹤0.01% 808
2025
Q2 		$4.55K Hold
100
– – ﹤0.01% 761
2025
Q1 		$4.85K Hold
100
– – ﹤0.01% 743
2024
Q4 		$4.53K Hold
100
– – ﹤0.01% 772
2024
Q3 		$5.42K Hold
100
– – ﹤0.01% 736
2024
Q2 		$4.85K Hold
100
– – ﹤0.01% 734
2024
Q1 		$4.65K Hold
100
– – ﹤0.01% 730
2023
Q4 		$5.19K Hold
100
– – ﹤0.01% 676
2023
Q3 		$4.73K Hold
100
– – ﹤0.01% 668
2023
Q2 		$5.16K Hold
100
– – ﹤0.01% 626
2023
Q1 		$5.82K Buy
+100
New +$5.93K ﹤0.01% 618

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

MCF Advisors's CWT Position: Q1 2026 in Review

MCF Advisors sold out of California Water Service (CWT) in Q1 2026, closing a stake of 100 shares — an estimated $4.33K sold.

MCF Advisors first reported a position in CWT in Q1 2023 and held it in 12 quarters. The position peaked at $5.82K in Q1 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • MCF Advisors reported no remaining California Water Service position as of Q1 2026 after selling out during the quarter.
  • MCF Advisors sold 100 California Water Service shares in Q1 2026, an estimated $4.33K.
  • MCF Advisors first reported a position in California Water Service in Q1 2023 and held it in 12 quarters.
  • MCF Advisors's California Water Service position peaked at $5.82K in Q1 2023.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.