Triodos Investment Management BV CWT — CALIFORNIA WTR SVC GROUP

Ownership history in Triodos Investment Management BV  ·  9 quarters on record

AI Ownership Summary

Triodos Investment Management BV reported CALIFORNIA WTR SVC GROUP (CWT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.95% in 2025 Q1. The latest visible filing shows CWT at 1.42% 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.

What this CWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triodos Investment Management BV'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 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% 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 Q1 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 Triodos Investment Management BV fund profile Triodos Investment Management BV full holdings
How Triodos Investment Management BV 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 414,000 — 0% 1.42% $18.8M 2026-05-07 $43.28
2025 Q4 REDUCED 16.0% +5.4% ❌ 414,000 -79,000 -16.0% 1.30% $18.0M 2026-02-10 $44.16
2025 Q3 UNCHANGED — — — 493,000 — 0% 1.64% $22.6M 2025-11-10 $45.06
2025 Q2 UNCHANGED — — — 493,000 — 0% 1.68% $22.4M 2025-07-24 $43.80
2025 Q1 UNCHANGED — — — 493,000 — 0% 1.95% $23.8M 2025-05-14 $43.43
2024 Q4 ADDED — — — 493,000 +45,000 +10.0% 1.81% $22.3M 2025-02-12 $43.73
2024 Q3 UNCHANGED — — — 448,000 — 0% 1.92% $24.3M 2024-11-12 $48.73
2024 Q2 UNCHANGED — — — 448,000 — 0% 1.90% $21.7M 2024-08-01 $51.10
2024 Q1 INITIATED — — — 448,000 — — 1.88% $20.8M 2024-05-13 $49.91

🏢 Other funds also holding CWT

As of 2026 Q1 — sorted by position size

NUANCE INVESTMENTS, LLC 3Y 7Y 10.14% Beck Bode, LLC 3Y 3.16% WULFF, HANSEN & CO. 3Y 0.9% NORTHSTAR ASSET MANAGEMENT INC 3Y 0.83% NIA IMPACT ADVISORS, LLC 3Y 0.72% Teton Advisors, LLC 0.64% Bridge City Capital, LLC 3Y 7Y 0.48% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 0.44% Green Alpha Advisors, LLC 3Y 0.35% Arjuna Capital 3Y 7Y 0.33%

FAQ About Triodos Investment Management BV and CWT

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

How long has Triodos Investment Management BV reported owning CWT?

Triodos Investment Management BV reported CWT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CWT position in Triodos Investment Management BV's portfolio?

The largest reported portfolio weight for CWT was 1.95% in 2025 Q1.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2026 Q1, when Triodos Investment Management BV reported 414,000 shares, equal to 1.42% of portfolio, with an estimated market value of $18.8M.

What does the chart on this CWT ownership page compare?

The chart compares Triodos Investment Management BV'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 Triodos Investment Management BV time their CWT position?

Based on 13F filing dates vs. subsequent CWT price moves, Triodos Investment Management BV correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CWT relative to SPY over the holding period was -22.5%.

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