Nisa Investment Advisors’s California Water Service CWT Stock Holding History

Nisa Investment 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	$640K	Buy	14,126 +148	+1%	+$6.64K	﹤0.01%	897
2025 Q4	$606K	Sell	13,978 -314	-2%	-$14.3K	﹤0.01%	948
2025 Q3	$656K	Buy	14,292 +501	+4%	+$23.1K	﹤0.01%	954
2025 Q2	$627K	Buy	13,791 +7	+0.1%	+$335	﹤0.01%	942
2025 Q1	$668K	Sell	13,784 -207	-1%	-$9.4K	﹤0.01%	929
2024 Q4	$634K	Buy	13,991 +165	+1%	+$8.33K	﹤0.01%	997
2024 Q3	$750K	Buy	13,826 +585	+4%	+$31K	﹤0.01%	932
2024 Q2	$642K	Buy	13,241 +49	+0.4%	+$2.38K	﹤0.01%	1004
2024 Q1	$613K	Buy	13,192 +152	+1%	+$7.13K	﹤0.01%	1013
2023 Q4	$676K	Hold	13,040	–	–	﹤0.01%	962
2023 Q3	$617K	Sell	13,040 -549	-4%	-$27.8K	﹤0.01%	1003
2023 Q2	$702K	Sell	13,589 -3,378	-20%	-$190K	0.01%	978
2023 Q1	$987K	Buy	16,967 +460	+3%	+$27.3K	0.01%	866
2022 Q4	$1M	Hold	16,507	–	–	0.01%	915
2022 Q3	$871K	Buy	16,507 +607	+4%	+$35.6K	0.01%	847
2022 Q2	$883K	Sell	15,900 -240	-1%	-$12.9K	0.01%	862
2022 Q1	$957K	Buy	16,140 +2,790	+21%	+$168K	0.01%	889
2021 Q4	$829K	Hold	13,350	–	–	0.01%	883
2021 Q3	$787	Hold	13,350	–	–	﹤0.01%	986
2021 Q2	$741	Sell	13,350 -4,300	-24%	-$248K	﹤0.01%	1034
2021 Q1	$994	Hold	17,650	–	–	0.01%	953
2020 Q4	$954K	Sell	17,650 -165	-0.9%	-$8.13K	0.01%	946
2020 Q3	$774K	Sell	17,815 -4,400	-20%	-$205K	0.01%	891
2020 Q2	$1.06M	Buy	22,215 +155	+0.7%	+$7.32K	0.01%	769
2020 Q1	$1.11M	Buy	22,060 +5,190	+31%	+$269K	0.01%	677
2019 Q4	$870K	Buy	16,870 +3,620	+27%	+$189K	0.01%	920
2019 Q3	$701K	Hold	13,250	–	–	0.01%	979
2019 Q2	$671K	Hold	13,250	–	–	0.01%	986
2019 Q1	$719K	Hold	13,250	–	–	0.01%	950
2018 Q4	$631K	Hold	13,250	–	–	0.01%	927
2018 Q3	$568K	Hold	13,250	–	–	0.01%	1064
2018 Q2	$516K	Hold	13,250	–	–	0.01%	1044
2018 Q1	$494K	Hold	13,250	–	–	0.01%	1025
2017 Q4	$601K	Hold	13,250	–	–	0.01%	980
2017 Q3	$505K	Hold	13,250	–	–	0.01%	1027
2017 Q2	$488K	Hold	13,250	–	–	0.01%	1024
2017 Q1	$475K	Sell	13,250 -650	-5%	-$22.5K	0.01%	1048
2016 Q4	$471K	Hold	13,900	–	–	0.01%	1057
2016 Q3	$446K	Hold	13,900	–	–	0.01%	1034
2016 Q2	$486K	Hold	13,900	–	–	0.01%	996
2016 Q1	$371K	Hold	13,900	–	–	0.01%	1092
2015 Q4	$323K	Hold	13,900	–	–	﹤0.01%	1071
2015 Q3	$307K	Hold	13,900	–	–	﹤0.01%	1103
2015 Q2	$318K	Hold	13,900	–	–	﹤0.01%	1149
2015 Q1	$341K	Buy	13,900 +900	+7%	+$22.3K	﹤0.01%	1147
2014 Q4	$320K	Hold	13,000	–	–	﹤0.01%	1136
2014 Q3	$292K	Hold	13,000	–	–	﹤0.01%	1159
2014 Q2	$315K	Hold	13,000	–	–	﹤0.01%	1164
2014 Q1	$311K	Hold	13,000	–	–	﹤0.01%	1174
2013 Q4	$300K	Hold	13,000	–	–	﹤0.01%	1171
2013 Q3	$264K	Hold	13,000	–	–	﹤0.01%	1198
2013 Q2	$254K	Buy	+13,000	New	+$258K	﹤0.01%	1192

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

Nisa Investment Advisors's CWT Position: Q1 2026 in Review

Nisa Investment Advisors increased its California Water Service (CWT) stake by 1.1% in Q1 2026, buying an estimated $6.64K and bringing the position to 14,126 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Nisa Investment Advisors first reported a position in CWT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.11M in Q1 2020. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Nisa Investment Advisors held 14,126 shares of California Water Service worth $640K as of Q1 2026.
Nisa Investment Advisors bought 148 California Water Service shares in Q1 2026, an estimated $6.64K.
California Water Service made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #897 holding.
Nisa Investment Advisors first reported a position in California Water Service in Q2 2013 and has held it in 52 quarters since.
Nisa Investment Advisors's California Water Service position peaked at $1.11M in Q1 2020.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.