CWT β€” CALIFORNIA WTR SVC GROUP COM

Ownership history in TD PRIVATE CLIENT WEALTH LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in CALIFORNIA WTR SVC GROUP COM (CWT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    CWT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 15 β€” β€” 0.00% $688 $45.25

🏒 Other funds also holding CWT

As of 2025 Q4 β€” 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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