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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
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 $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

New Age Alpha Advisors's CWT Position: Q1 2026 in Review

New Age Alpha Advisors reduced its California Water Service (CWT) stake by 2.5% in Q1 2026, selling an estimated $4.84K and leaving 4,298 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #623.

New Age Alpha Advisors first reported a position in CWT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.57M in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • New Age Alpha Advisors held 4,298 shares of California Water Service worth $195K as of Q1 2026.
  • New Age Alpha Advisors sold 108 California Water Service shares in Q1 2026, an estimated $4.84K.
  • California Water Service made up 0.01% of New Age Alpha Advisors's portfolio in Q1 2026, its #623 holding.
  • New Age Alpha Advisors first reported a position in California Water Service in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's California Water Service position peaked at $5.57M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

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