California Water Service Group
US ˙ NYSE ˙ US1307881029

SecurityCWT / California Water Service Group
InstitutionCwm, Llc
Latest Disclosed Ownership10,873 shares
Latest Disclosed Value $ 492,962
Cwm, Llc reports 86.63% increase in ownership of CWT / California Water Service Group

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 10,873 shares of California Water Service Group (US:CWT) valued at $492,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 5,826 shares of California Water Service Group. The current value of the position is $486,567 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 10,873 5,047 86.63 493 0.0013
2026-01-26 2025-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 5,826 -3,669 -38.64 0 0.0007
2025-10-15 2025-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 9,495 2,717 40.09 0 0.0013
2025-07-25 2025-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 6,778 1,220 21.95 0 0.0011
2025-05-01 2025-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 5,558 2,406 76.33 0 0.0011
2025-02-04 2024-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 3,152 62 2.01 0 0.0006
2024-10-08 2024-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 3,090 1,741 129.06 0 0.0007
2024-07-10 2024-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,349 642 90.81 0 0.0003
2024-04-05 2024-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 707 -412 -36.82 0 0.0002
2024-02-01 2023-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,119 -29 -2.53 0 0.0003
2023-10-11 2023-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,148 -68 -5.59 0 0.0003
2023-08-03 2023-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,216 167 15.92 0 0.0004
2023-05-01 2023-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,049 12 1.16 0 0.0004
2023-02-01 2022-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,037 -402 -27.94 0 -100.00 0.0005
2022-10-27 2022-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,439 395 37.84 76 31.03 0.0006
2022-07-28 2022-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,044 -438 -29.55 58 -34.09 0.0004
2022-04-21 2022-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,482 175 13.39 88 -6.38 0.0006
2022-01-31 2021-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,307 102 8.46 94 40.30 0.0007
2021-09-15 2021-06-30 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2021-07-29 2021-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 67 0.0005
2021-09-15 2021-03-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2021-04-27 2021-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,278 73 72 0.0006
2021-09-15 2020-12-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2021-09-15 2020-09-30 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2020-10-19 2020-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 94 -1,111 4 0.0000
2021-09-15 2020-06-30 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2020-07-22 2020-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 94 -1,111 4 0.0000
2021-09-15 2020-03-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2020-04-28 2020-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 94 -1,111 5 0.0001
2021-09-14 2019-12-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2020-01-27 2019-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 99 -1,106 5 0.0001
2021-09-14 2019-09-30 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2019-10-22 2019-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 201 -1,004 11 0.0002
2021-09-14 2019-06-30 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 0 0.00 67 0.00 0.0005
2019-07-31 2019-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,234 29 62 0.0010
2021-09-02 2019-03-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,205 1,043 643.83 67 737.50 0.0005
2019-04-22 2019-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 174 12 9 0.0002
2019-01-25 2018-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 162 -24 -12.90 8 0.00 0.0002
2018-10-29 2018-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 186 -35 -15.84 8 -11.11 0.0002
2018-07-31 2018-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 221 24 12.18 9 28.57 0.0003
2018-04-26 2018-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 197 0 0.00 7 -22.22 0.0003
2018-01-16 2017-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 197 4 2.07 9 28.57 0.0004
2017-10-16 2017-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 193 -6 -3.02 7 0.00 0.0003
2017-07-17 2017-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 199 9 4.74 7 0.00 0.0004
2017-04-17 2017-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 190 190 7 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.