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Synergy Investment Management’s California Water Service CWT Stock Holding History

Synergy Investment Management’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
Q2 		$2.04K Hold
42
– – ﹤0.01% 895
2026
Q1 		$1.9K Buy
+42
New +$1.88K ﹤0.01% 696
2025
Q2 		– Sell
-42
Closed -$2.04K – 182
2025
Q1 		$2.04K Hold
42
– – ﹤0.01% 543
2024
Q4 		$1.9K Buy
+42
New +$2.12K ﹤0.01% 572

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Synergy Investment Management's CWT Position: Q2 2026 in Review

Synergy Investment Management held its California Water Service (CWT) position steady in Q2 2026 at 42 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Synergy Investment Management first reported a position in CWT in Q4 2024 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Synergy Investment Management held 42 shares of California Water Service worth $2.04K as of Q2 2026.
  • Synergy Investment Management left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #895 holding.
  • Synergy Investment Management first reported a position in California Water Service in Q4 2024 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.