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

Tortoise 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
2025
Q4 		– Sell
-29
Closed -$1.33K – 516
2025
Q3 		$1.33K Buy
+29
New +$1.33K ﹤0.01% 979

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's CWT Position: Q4 2025 in Review

Tortoise Investment Management sold out of California Water Service (CWT) in Q4 2025, closing a stake of 29 shares — an estimated $1.33K sold.

Tortoise Investment Management first reported a position in CWT in Q3 2025 and held it in 1 quarter. The position peaked at $1.33K in Q3 2025. 329 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Tortoise Investment Management reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 29 California Water Service shares in Q4 2025, an estimated $1.33K.
  • Tortoise Investment Management first reported a position in California Water Service in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's California Water Service position peaked at $1.33K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.