Natixis Advisors’s California Water Service CWT Stock Holding History

Natixis 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	$460K	Buy	+10,135	New	+$455K	﹤0.01%	1570
2025 Q4	–	Sell	-10,587	Closed	-$486K	–	1625
2025 Q3	$486K	Sell	10,587 -472	-4%	-$21.7K	﹤0.01%	1496
2025 Q2	$503K	Sell	11,059 -820	-7%	-$39.2K	﹤0.01%	1463
2025 Q1	$576K	Buy	11,879 +891	+8%	+$40.5K	﹤0.01%	1426
2024 Q4	$498K	Sell	10,988 -121	-1%	-$6.11K	﹤0.01%	1471
2024 Q3	$602K	Buy	11,109 +682	+7%	+$36.2K	﹤0.01%	1423
2024 Q2	$506K	Buy	+10,427	New	+$507K	﹤0.01%	1434
2024 Q1	–	Sell	-14,044	Closed	-$728K	–	1538
2023 Q4	$728K	Buy	14,044 +3,952	+39%	+$199K	﹤0.01%	1303
2023 Q3	$477K	Buy	+10,092	New	+$511K	﹤0.01%	1366
2023 Q2	–	Sell	-11,278	Closed	-$656K	–	1474
2023 Q1	$656K	Buy	11,278 +837	+8%	+$49.7K	﹤0.01%	1236
2022 Q4	$633K	Buy	+10,441	New	+$627K	﹤0.01%	1253

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Natixis Advisors's CWT Position: Q1 2026 in Review

Natixis Advisors opened a new position in California Water Service (CWT) in Q1 2026: 10,135 shares worth $460K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Natixis Advisors previously reported a position in CWT as recently as Q3 2025.

Natixis Advisors first reported a position in CWT in Q4 2022 and has held it in 11 quarters since. The position peaked at $728K in Q4 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Natixis Advisors held 10,135 shares of California Water Service worth $460K as of Q1 2026.
California Water Service was a new Natixis Advisors position in Q1 2026.
California Water Service made up ﹤0.01% of Natixis Advisors's portfolio in Q1 2026, its #1570 holding.
Natixis Advisors first reported a position in California Water Service in Q4 2022 and has held it in 11 quarters since.
Natixis Advisors's California Water Service position peaked at $728K in Q4 2023.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

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