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NIA Impact Advisors’s California Water Service CWT Stock Holding History

NIA Impact 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 		$1.63M Sell
35,916
-1,300
-3% -$58.3K 0.72% 46
2025
Q4 		$1.61M Sell
37,216
-395
-1% -$18K 0.54% 58
2025
Q3 		$1.73M Buy
37,611
+619
+2% +$28.5K 0.56% 57
2025
Q2 		$1.68M Sell
36,992
-295
-0.8% -$14.1K 0.58% 56
2025
Q1 		$1.81M Buy
37,287
+160
+0.4% +$7.27K 0.67% 56
2024
Q4 		$1.68M Sell
37,127
-423
-1% -$21.4K 0.55% 61
2024
Q3 		$2.04M Buy
37,550
+18
+0% +$954 0.68% 50
2024
Q2 		$1.82M Sell
37,532
-1,427
-4% -$69.3K 0.65% 49
2024
Q1 		$1.81M Buy
+38,959
New +$1.83M 0.72% 49
2023
Q2 		$2.25M Sell
43,073
-940
-2% -$52.8K 1.28% 29
2023
Q1 		$2.56M Sell
44,013
-1,270
-3% -$75.4K 1.38% 31
2022
Q4 		$2.75M Buy
45,283
+2,976
+7% +$179K 1.59% 31
2022
Q3 		$2.23M Sell
42,307
-2,546
-6% -$149K 1.37% 34
2022
Q2 		$2.49M Buy
44,853
+1,527
+4% +$82.3K 1.5% 26
2022
Q1 		$2.57M Buy
43,326
+3,358
+8% +$202K 1.25% 33
2021
Q4 		$2.33M Sell
39,968
-3,108
-7% -$200K 1.24% 31
2021
Q3 		$2.54M Buy
43,076
+3,198
+8% +$197K 1.08% 38
2021
Q2 		$2.21M Buy
39,878
+1,187
+3% +$68.5K 1.08% 39
2021
Q1 		$2.18M Buy
38,691
+2,497
+7% +$138K 1.18% 38
2020
Q4 		$2.04M Buy
+36,194
New +$1.78M 1.06% 40

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

NIA Impact Advisors's CWT Position: Q1 2026 in Review

NIA Impact Advisors reduced its California Water Service (CWT) stake by 3.5% in Q1 2026, selling an estimated $58.3K and leaving 35,916 shares worth $1.63M. The position accounts for 0.72% of the portfolio, ranked #46.

NIA Impact Advisors first reported a position in CWT in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.75M in Q4 2022. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • NIA Impact Advisors held 35,916 shares of California Water Service worth $1.63M as of Q1 2026.
  • NIA Impact Advisors sold 1,300 California Water Service shares in Q1 2026, an estimated $58.3K.
  • California Water Service made up 0.72% of NIA Impact Advisors's portfolio in Q1 2026, its #46 holding.
  • NIA Impact Advisors first reported a position in California Water Service in Q4 2020 and has held it in 20 quarters since.
  • NIA Impact Advisors's California Water Service position peaked at $2.75M in Q4 2022.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.