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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Triodos Investment Management held its California Water Service (CWT) position steady in Q1 2026 at 414,000 shares worth $18.8M. The position accounts for 1.42% of the portfolio, ranked #30.

Triodos Investment Management first reported a position in CWT in Q1 2024 and has held it in 9 quarters since. The position peaked at $24.3M in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Triodos Investment Management held 414,000 shares of California Water Service worth $18.8M as of Q1 2026.
Triodos Investment Management left its California Water Service share count unchanged in Q1 2026.
California Water Service made up 1.42% of Triodos Investment Management's portfolio in Q1 2026, its #30 holding.
Triodos Investment Management first reported a position in California Water Service in Q1 2024 and has held it in 9 quarters since.
Triodos Investment Management's California Water Service position peaked at $24.3M in Q3 2024.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Triodos Investment Management's 13F filing for Q1 2026, filed 7 May 2026.