CWT — CALIFORNIA WTR SVC GROUP

Ownership history in Edgestream Partners, L.P.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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
0.21% (2023 Q3)
Avg. % of fund
0.09%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,253 -3,623 -33.3% 0.01% $333K $45.25
2024 Q3 REDUCED 10,876 -41,467 -79.2% 0.03% $590K $52.10
2024 Q2 REDUCED 52,343 -3,699 -6.6% 0.12% $2.5M $46.35
2023 Q3 ADDED 56,042 +41,259 +279.1% 0.21% $2.7M $44.47
2023 Q2 INITIATED 14,783 — — 0.07% $763K $48.28
% 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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