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

Triodos 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	$24M	Buy	493,000 +79,000	+19%	+$3.56M	1.46%	29
2026 Q1	$18.8M	Hold	414,000	–	–	1.42%	30
2025 Q4	$18M	Sell	414,000 -79,000	-16%	-$3.6M	1.3%	34
2025 Q3	$22.6M	Hold	493,000	–	–	1.64%	30
2025 Q2	$22.4M	Hold	493,000	–	–	1.68%	27
2025 Q1	$23.8M	Hold	493,000	–	–	1.95%	25
2024 Q4	$22.3M	Buy	493,000 +45,000	+10%	+$2.27M	1.81%	28
2024 Q3	$24.3M	Hold	448,000	–	–	1.92%	24
2024 Q2	$21.7M	Hold	448,000	–	–	1.9%	25
2024 Q1	$20.8M	Buy	+448,000	New	+$21M	1.88%	29

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Triodos Investment Management increased its California Water Service (CWT) stake by 19% in Q2 2026, buying an estimated $3.56M and bringing the position to 493,000 shares worth $24M. The position accounts for 1.46% of the portfolio, ranked #29.

Triodos Investment Management first reported a position in CWT in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.3M in Q3 2024. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Triodos Investment Management held 493,000 shares of California Water Service worth $24M as of Q2 2026.
Triodos Investment Management bought 79,000 California Water Service shares in Q2 2026, an estimated $3.56M.
California Water Service made up 1.46% of Triodos Investment Management's portfolio in Q2 2026, its #29 holding.
Triodos Investment Management first reported a position in California Water Service in Q1 2024 and has held it in 10 quarters since.
Triodos Investment Management's California Water Service position peaked at $24.3M in Q3 2024.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Triodos Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.