CWT CALIFORNIA WTR SVC GROUP

Ownership history in Green Alpha Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

Green Alpha Advisors, LLC reported CALIFORNIA WTR SVC GROUP (CWT) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows CWT at 0.32% 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 Green Alpha Advisors, 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
2025 Q4

CWT was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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
2023 Q4 to 2025 Q4

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.

How Green Alpha Advisors, LLC held CWT — position size vs. price
% of Fund (quarterly)    CWT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,153 +700 +9.4% 0.32% $353K 2026-02-14 (Est.) $46.56
2025 Q3 REDUCED 7,453 -396 -5.0% 0.33% $342K 2025-10-15 $47.37
2025 Q2 REDUCED 7,849 -586 -6.9% 0.34% $357K 2025-08-01 $45.56
2025 Q1 REDUCED 8,435 -151 -1.8% 0.44% $409K 2025-04-09 $46.55
2024 Q4 REDUCED 8,586 -537 -5.9% 0.31% $389K 2025-01-13 $40.87
2024 Q3 REDUCED 9,123 -189 -2.0% 0.39% $495K 2024-10-07 $49.84
2024 Q2 REDUCED 9,312 -591 -6.0% 0.36% $452K 2024-08-13 $50.64
2024 Q1 REDUCED 9,903 -30 -0.3% 0.33% $460K 2024-04-10 $43.33
2023 Q4 REDUCED 9,933 -4,057 -29.0% 0.37% $515K 2024-01-05 $46.46
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Green Alpha Advisors, 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 Green Alpha Advisors, LLC reported owning CWT?

Green Alpha Advisors, LLC reported CWT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CWT position in Green Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for CWT was 0.44% in 2025 Q1.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2025 Q4, when Green Alpha Advisors, LLC reported 8,153 shares, equal to 0.32% of portfolio, with an estimated market value of $353K.

What does the chart on this CWT ownership page compare?

The chart compares Green Alpha Advisors, 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.

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