X
CWT icon

Xponance’s California Water Service CWT Stock Holding History

Xponance’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 		$295K Buy
6,505
+1,772
+37% +$79.5K ﹤0.01% 1279
2025
Q4 		$205K Buy
4,733
+36
+0.8% +$1.64K ﹤0.01% 1380
2025
Q3 		$216K Buy
4,697
+56
+1% +$2.58K ﹤0.01% 1332
2025
Q2 		$211K Buy
4,641
+137
+3% +$6.56K ﹤0.01% 1305
2025
Q1 		$218K Buy
+4,504
New +$205K ﹤0.01% 1238
2024
Q4 		– Sell
-3,755
Closed -$204K – 1450
2024
Q3 		$204K Buy
+3,755
New +$199K ﹤0.01% 1253

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

Xponance's CWT Position: Q1 2026 in Review

Xponance increased its California Water Service (CWT) stake by 37% in Q1 2026, buying an estimated $79.5K and bringing the position to 6,505 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Xponance first reported a position in CWT in Q3 2024 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Xponance held 6,505 shares of California Water Service worth $295K as of Q1 2026.
  • Xponance bought 1,772 California Water Service shares in Q1 2026, an estimated $79.5K.
  • California Water Service made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1279 holding.
  • Xponance first reported a position in California Water Service in Q3 2024 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.