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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
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 $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

Synergy Investment Management's CWT Position: Q1 2026 in Review

Synergy Investment Management opened a new position in California Water Service (CWT) in Q1 2026: 42 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CWT as recently as Q1 2025.

Synergy Investment Management first reported a position in CWT in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.04K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Synergy Investment Management held 42 shares of California Water Service worth $1.9K as of Q1 2026.
  • California Water Service was a new Synergy Investment Management position in Q1 2026.
  • California Water Service made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #696 holding.
  • Synergy Investment Management first reported a position in California Water Service in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's California Water Service position peaked at $2.04K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.