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
2024 Q4 REDUCED 35,233 -83 -0.2% 0.31% $1.6M $43.80
2024 Q3 REDUCED 35,316 -1,285 -3.5% 0.35% $1.9M $52.10
2024 Q2 ADDED 36,601 +5,679 +18.4% 0.69% $1.8M $46.35
2024 Q1 REDUCED 30,922 -11,128 -26.5% 0.51% $1.4M $44.18
2023 Q4 ADDED 42,050 +6,738 +19.1% 0.65% $2.2M $49.01
2023 Q3 REDUCED 35,312 -305 -0.9% 0.56% $1.7M $44.47
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% of Fund (quarterly)    CWT price (monthly, adj. close)
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