CWT CALIFORNIA WTR SVC GROUP

Ownership history in WULFF, HANSEN & CO.  ·  17 quarters on record

This page tracks every 13F SEC filing in which WULFF, HANSEN & CO. 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
1.9% (2024 Q2)
Avg. % of fund
1.23%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,625 -1,600 -7.5% 0.71% $850K $43.00
2025 Q3 REDUCED 21,225 -430 -2.0% 0.84% $974K $45.25
2025 Q2 REDUCED 21,655 -220 -1.0% 0.84% $985K $44.56
2025 Q1 ADDED 21,875 +1,235 +6.0% 0.97% $1.1M $47.19
2024 Q4 REDUCED 20,640 -60 -0.3% 0.89% $936K $43.80
2024 Q3 REDUCED 20,700 -1,032,988 -98.0% 1.02% $1.1M $52.10
2024 Q2 ADDED 1,053,688 +1,031,103 +4565.4% 1.90% $21.7M $46.35
2024 Q1 UNCHANGED 22,585 0% 1.05% $1.0M $44.18
2023 Q4 UNCHANGED 22,585 0% 1.30% $1.2M $49.01
2023 Q3 UNCHANGED 22,585 0% 1.25% $1.1M $44.47
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CWT price (monthly, adj. close)
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