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New Age Alpha Advisors’s California Water Service CWT Stock Holding History

New Age Alpha 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
Q2 		– Sell
-4,298
Closed -$195K – 943
2026
Q1 		$195K Sell
4,298
-108
-2% -$4.84K 0.01% 623
2025
Q4 		$191K Sell
4,406
-95,071
-96% -$4.34M 0.01% 616
2025
Q3 		$4.56M Sell
99,477
-4,941
-5% -$227K 0.19% 152
2025
Q2 		$4.75M Sell
104,418
-10,467
-9% -$501K 0.21% 134
2025
Q1 		$5.57M Buy
114,885
+16,851
+17% +$765K 0.25% 109
2024
Q4 		$4.44M Buy
+98,034
New +$4.95M 0.18% 159

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

New Age Alpha Advisors's CWT Position: Q2 2026 in Review

New Age Alpha Advisors sold out of California Water Service (CWT) in Q2 2026, closing a stake of 4,298 shares — an estimated $195K sold.

New Age Alpha Advisors first reported a position in CWT in Q4 2024 and held it in 6 quarters. The position peaked at $5.57M in Q1 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • New Age Alpha Advisors reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 4,298 California Water Service shares in Q2 2026, an estimated $195K.
  • New Age Alpha Advisors first reported a position in California Water Service in Q4 2024 and held it in 6 quarters.
  • New Age Alpha Advisors's California Water Service position peaked at $5.57M in Q1 2025.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.