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Vega Investment Solutions’s California Water Service CWT Stock Holding History

Vega Investment Solutions’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 		– Sell
-445
Closed -$20.2K – 155
2026
Q1 		$20.2K Hold
445
– – ﹤0.01% 153
2025
Q4 		$19.3K Buy
+445
New +$20.3K ﹤0.01% 166
2025
Q2 		$20.2K Sell
445
-368
-45% -$17.6K ﹤0.01% 169
2025
Q1 		$39.4K Buy
+813
New +$36.9K 0.01% 175

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 $3.37T AUM 44.26% 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

Vega Investment Solutions's CWT Position: Q2 2026 in Review

Vega Investment Solutions sold out of California Water Service (CWT) in Q2 2026, closing a stake of 445 shares — an estimated $20.2K sold.

Vega Investment Solutions first reported a position in CWT in Q1 2025 and held it in 4 quarters. The position peaked at $39.4K in Q1 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Vega Investment Solutions reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Vega Investment Solutions sold 445 California Water Service shares in Q2 2026, an estimated $20.2K.
  • Vega Investment Solutions first reported a position in California Water Service in Q1 2025 and held it in 4 quarters.
  • Vega Investment Solutions's California Water Service position peaked at $39.4K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.