CWT — CALIFORNIA WTR SVC GROUP

Ownership history in Beck Bode, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in CALIFORNIA WTR SVC GROUP (CWT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.31% (2025 Q1)
Avg. % of fund
1.74%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 388,418 -13,843 -3.4% 2.80% $16.8M $43.00
2025 Q3 ADDED 402,261 +5,863 +1.5% 2.98% $18.5M $45.25
2025 Q2 ADDED 396,398 +30,577 +8.4% 3.05% $18.0M $44.56
2025 Q1 ADDED 365,821 +365,471 +104420.3% 3.31% $17.7M $47.19
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CWT price (monthly, adj. close)

Other funds also holding CWT

As of 2025 Q4 — sorted by position size

NUANCE INVESTMENTS, LLC 3Y 7Y 8.71% Triodos Investment Management BV 3Y 7Y 1.3% NORTHSTAR ASSET MANAGEMENT INC 3Y 0.93% WULFF, HANSEN & CO. 3Y 0.71% NIA IMPACT ADVISORS, LLC 3Y 0.54% Bridge City Capital, LLC 3Y 7Y 0.49% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 0.46% Green Alpha Advisors, LLC 3Y 0.32% Arjuna Capital 3Y 7Y 0.3% CoreCommodity Management, LLC 3Y 7Y 0.29%
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