CWT — CALIFORNIA WTR SVC GROUP

Ownership history in CoreCommodity Management, LLC  ·  40 quarters on record

This page tracks every 13F SEC filing in which CoreCommodity Management, 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
1.05% (2020 Q1)
Avg. % of fund
0.45%
First filed
2015 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,684 +6,104 +23.9% 0.29% $1.4M $43.00
2025 Q3 REDUCED 25,580 -10,374 -28.9% 0.21% $1.2M $45.25
2025 Q2 REDUCED 35,954 -3,803 -9.6% 0.27% $1.6M $44.56
2025 Q1 ADDED 39,757 +4,524 +12.8% 0.31% $1.9M $47.19
36 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% Beck Bode, LLC 3Y 2.8% 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%
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