ELCO Management Co., LLC CWT — CALIFORNIA WTR SVC GROUP

Ownership history in ELCO Management Co., LLC  ·  14 quarters on record

AI Ownership Summary

ELCO Management Co., LLC reported CALIFORNIA WTR SVC GROUP (CWT) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q1. The latest visible filing shows CWT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELCO Management Co., LLC's position in CALIFORNIA WTR SVC GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CWT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWT stock page ELCO Management Co., LLC fund profile ELCO Management Co., LLC full holdings
How ELCO Management Co., LLC held CWT — position size vs. price
% of Fund (quarterly)    CWT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 6,463 — 0% 0.14% $293K 2026-04-24 $46.38
2025 Q4 REDUCED 18.6% +5.4% ❌ 6,463 -1,480 -18.6% 0.18% $280K 2026-02-04 $44.60
2025 Q3 REDUCED 10.8% -4.5% ✅ 7,943 -959 -10.8% 0.19% $365K 2025-11-05 $45.86
2025 Q2 REDUCED 10.2% +0.4% ❌ 8,902 -1,014 -10.2% 0.21% $405K 2025-08-04 $46.01
2025 Q1 ADDED — — — 9,916 +3,361 +51.3% 0.27% $481K 2025-05-01 $48.90
2024 Q4 REDUCED 12.6% +7.7% ❌ 6,555 -949 -12.6% 0.16% $297K 2025-02-13 $44.35
2024 Q3 UNCHANGED — — — 7,504 — 0% 0.22% $407K 2024-11-14 $48.48
2024 Q2 ADDED — — — 7,504 +3,801 +102.6% 0.21% $364K 2024-08-14 $51.11
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWT

As of 2026 Q1 — sorted by position size

Green Alpha Advisors, LLC 3Y 0.35% Asset Planning,Inc 0.15% Farmers & Merchants Trust Co of Long Beach 3Y 7Y 0.14% Clean Yield Group 3Y 7Y 0.13% Ketron Financial 0.11% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.08% Sovereign Financial Group, Inc. 3Y 0.07% Abacus Wealth Partners, LLC 0.07% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.06% MITCHELL MCLEOD PUGH & WILLIAMS INC 3Y 7Y 0.04%

FAQ About ELCO Management Co., LLC and CWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELCO Management Co., LLC reported owning CWT?

ELCO Management Co., LLC reported CWT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CWT position in ELCO Management Co., LLC's portfolio?

The largest reported portfolio weight for CWT was 0.27% in 2025 Q1.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2026 Q1, when ELCO Management Co., LLC reported 6,463 shares, equal to 0.14% of portfolio, with an estimated market value of $293K.

What does the chart on this CWT ownership page compare?

The chart compares ELCO Management Co., LLC's quarterly CWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELCO Management Co., LLC time their CWT position?

Based on 13F filing dates vs. subsequent CWT price moves, ELCO Management Co., LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on CWT relative to SPY over the holding period was -27.2%.

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