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Principal Securities’s California Water Service CWT Stock Holding History

Principal Securities’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
Q4 		– Sell
-158
Closed -$7.25K – 1818
2025
Q3 		$7.25K Hold
158
– – ﹤0.01% 2840
2025
Q2 		$7.19K Buy
158
+43
+37% +$2.06K ﹤0.01% 2757
2025
Q1 		$5.21K Hold
115
– – ﹤0.01% 2759
2024
Q4 		$5.21K Buy
115
+12
+12% +$606 ﹤0.01% 2756
2024
Q3 		$5.58K Buy
103
+66
+178% +$3.5K ﹤0.01% 2640
2024
Q2 		$1.79K Sell
37
-11
-23% -$534 ﹤0.01% 2941
2024
Q1 		$2.23K Sell
48
-9
-16% -$422 ﹤0.01% 2849
2023
Q4 		$2.96K Buy
+57
New +$2.87K ﹤0.01% 2708

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's CWT Position: Q4 2025 in Review

Principal Securities sold out of California Water Service (CWT) in Q4 2025, closing a stake of 158 shares — an estimated $7.25K sold.

Principal Securities first reported a position in CWT in Q4 2023 and held it in 8 quarters. The position peaked at $7.25K in Q3 2025. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Principal Securities reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 158 California Water Service shares in Q4 2025, an estimated $7.25K.
  • Principal Securities first reported a position in California Water Service in Q4 2023 and held it in 8 quarters.
  • Principal Securities's California Water Service position peaked at $7.25K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.