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Sittner & Nelson’s California Water Service CWT Stock Holding History

Sittner & Nelson’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 		$73.5K Hold
1,620
– – 0.03% 261
2025
Q4 		$72K Hold
1,620
– – 0.03% 245
2025
Q3 		$74.3K Hold
1,620
– – 0.03% 224
2025
Q2 		$73.7K Hold
1,620
– – 0.03% 217
2025
Q1 		$78.5K Hold
1,620
– – 0.03% 202
2024
Q4 		$73.4K Hold
1,620
– – 0.03% 194
2024
Q3 		$87.8K Hold
1,620
– – 0.04% 190
2024
Q2 		$78.6K Hold
1,620
– – 0.04% 179
2024
Q1 		$75.3K Hold
1,620
– – 0.04% 180
2023
Q4 		$84K Hold
1,620
– – 0.04% 165
2023
Q3 		$76.6K Hold
1,620
– – 0.04% 168
2023
Q2 		$83.6K Hold
1,620
– – 0.05% 161
2023
Q1 		$94.3K Hold
1,620
– – 0.05% 164
2022
Q4 		$98.2K Hold
1,620
– – 0.06% 166
2022
Q3 		$85K Hold
1,620
– – 0.06% 165
2022
Q2 		$90K Hold
1,620
– – 0.06% 159
2022
Q1 		$96K Hold
1,620
– – 0.06% 151
2021
Q4 		$116K Hold
1,620
– – 0.07% 138
2021
Q3 		$95K Hold
1,620
– – 0.06% 141
2021
Q2 		$90K Hold
1,620
– – 0.06% 138
2021
Q1 		$91K Hold
1,620
– – 0.07% 131
2020
Q4 		$88K Buy
+1,620
New +$79.8K 0.08% 124

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

Sittner & Nelson's CWT Position: Q1 2026 in Review

Sittner & Nelson held its California Water Service (CWT) position steady in Q1 2026 at 1,620 shares worth $73.5K. The position accounts for 0.03% of the portfolio, ranked #261.

Sittner & Nelson first reported a position in CWT in Q4 2020 and has held it in 22 quarters since. The position peaked at $116K in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Sittner & Nelson held 1,620 shares of California Water Service worth $73.5K as of Q1 2026.
  • Sittner & Nelson left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up 0.03% of Sittner & Nelson's portfolio in Q1 2026, its #261 holding.
  • Sittner & Nelson first reported a position in California Water Service in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's California Water Service position peaked at $116K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.