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NFJ Investment Group’s California Water Service CWT Stock Holding History

NFJ Investment Group’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
2025
Q1 		– Sell
-60,383
Closed -$2.74M – 290
2024
Q4 		$2.74M Sell
60,383
-1,052
-2% -$53.1K 0.09% 186
2024
Q3 		$3.33M Sell
61,435
-5,870
-9% -$311K 0.1% 166
2024
Q2 		$3.26M Sell
67,305
-11,894
-15% -$578K 0.1% 163
2024
Q1 		$3.68M Buy
79,199
+4,023
+5% +$189K 0.1% 151
2023
Q4 		$3.9M Sell
75,176
-5,533
-7% -$278K 0.11% 142
2023
Q3 		$3.82M Buy
+80,709
New +$4.09M 0.11% 146
2022
Q3 		– Sell
-49,278
Closed -$2.74M – 313
2022
Q2 		$2.74M Sell
49,278
-50
-0.1% -$2.69K 0.07% 241
2022
Q1 		$2.92M Sell
49,328
-51
-0.1% -$3.07K 0.06% 254
2021
Q4 		$3.55M Sell
49,379
-2,119
-4% -$136K 0.06% 258
2021
Q3 		$3.04M Buy
51,498
+6,139
+14% +$378K 0.06% 272
2021
Q2 		$2.52M Buy
45,359
+16,117
+55% +$930K 0.05% 303
2021
Q1 		$1.65M Buy
+29,242
New +$1.62M 0.03% 328

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NFJ Investment Group's CWT Position: Q1 2025 in Review

NFJ Investment Group sold out of California Water Service (CWT) in Q1 2025, closing a stake of 60,383 shares — an estimated $2.74M sold.

NFJ Investment Group first reported a position in CWT in Q1 2021 and held it in 12 quarters. The position peaked at $3.9M in Q4 2023. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • NFJ Investment Group reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • NFJ Investment Group sold 60,383 California Water Service shares in Q1 2025, an estimated $2.74M.
  • NFJ Investment Group first reported a position in California Water Service in Q1 2021 and held it in 12 quarters.
  • NFJ Investment Group's California Water Service position peaked at $3.9M in Q4 2023.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on NFJ Investment Group's 13F filing for Q1 2025, filed 15 May 2025.