California Water Service Group
US ˙ NYSE ˙ US1307881029

SecurityCWT / California Water Service Group
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership468 shares
Latest Disclosed Value $ 21,219
IFP Advisors, Inc reports 28.93% increase in ownership of CWT / California Water Service Group

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 468 shares of California Water Service Group (US:CWT) valued at $21,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 363 shares of California Water Service Group. This represents a change in shares of 28.93% during the quarter. The current value of the position is $20,943 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)
2026-04-13 2026-03-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 468 105 28.93 21 40.00 0.0004
2026-02-06 2025-12-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 363 0 0.00 16 -6.25 0.0004
2026-02-06 2025-09-30 13F/A-1 CALIFORNIA WTR SVC GROUP cs 130788102 363 -72 -16.55 17 -27.27 0.0004
2025-12-02 2025-09-30 13F CALIFORNIA WTR SVC GROUP cs 130788102 214 -221 23 0.0006
2025-07-24 2025-06-30 13F CALIFORNI A WTR SVC GROUP cs 130788102 435 82 23.23 22 29.41 0.0006
2025-05-05 2025-03-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 353 -10 -2.75 17 6.25 0.0005
2025-02-04 2024-12-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 363 10 2.83 16 -15.79 0.0005
2025-02-04 2024-09-30 13F CALIFORNIA WTR SVC GROUP cs 130788102 353 166 88.77 19 111.11 0.0007
2024-07-30 2024-06-30 13F CALIFORNIA WTR SVC GROUP cs 130788102 187 0 0.00 9 12.50 0.0004
2024-07-30 2024-03-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 187 0 0.00 9 -11.11 0.0004
2024-01-09 2023-12-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 187 0 0.00 10 12.50 0.0005
2023-10-12 2023-09-30 13F CALIFORNIA WTR SVC GROUP cs 130788102 187 0 0.00 9 -11.11 0.0004
2023-08-14 2023-06-30 13F/A-1 CALIFORNIA WTR SVC GROUP cs 130788102 187 0 0.00 10 28.57 0.0004
2023-08-04 2023-06-30 13F CALIFORNIA WTR SVC GROUP cs 130788102 187 0 7 0.0003
2023-04-18 2023-03-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 187 -609 -76.51 7 0.0003
2023-02-07 2022-12-31 13F CALIFORNIA WTR SVC GROUP cs 130788102 796 -82 -9.34 0 -100.00 0.0009
2022-11-08 2022-09-30 13F CALIFORNIA WTR SVC GROUP cs 130788102 878 0 0.00 50 0.00 0.0013
2022-09-06 2022-06-30 13F/A-1 CALIFORNIA WTR SVC GROUP cs 130788102 878 0 0.00 50 0.00 0.0016
2022-09-06 2022-03-31 13F/A-1 CALIFORNIA WTR SVC GROUP cs 130788102 878 670 322.12 50 233.33 0.0016
2022-08-08 2022-03-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 528 320 21 0.0004
2022-01-12 2021-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 208 9 4.52 15 15.38 0.0003
2021-10-06 2021-09-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 199 12 6.42 13 30.00 0.0003
2021-07-13 2021-06-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 187 0 0.00 10 0.00 0.0002
2021-04-30 2021-03-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 187 0 0.00 10 0.00 0.0002
2021-01-25 2020-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 187 0 0.00 10 25.00 0.0004
2020-10-29 2020-09-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 187 -480 -71.96 8 -74.19 0.0005
2020-08-05 2020-06-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 667 56 9.17 31 6.90 0.0025
2020-05-12 2020-03-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 611 0 0.00 29 -9.37 0.0029
2020-01-17 2019-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 611 0 0.00 32 -3.03 0.0024
2019-11-07 2019-09-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 611 253 70.67 33 73.68 0.0022
2019-05-15 2019-03-31 13F CALIFORNIA WATERSERVICE GROUP Stock 130788102 358 -415 -53.69 19 -47.22 0.0026
2019-06-03 2018-12-31 13F/A-10 CALIFORNIA WTR SVC GROUP COM Stock 130788102 773 -157 -16.88 36 -10.00 0.0022
2019-01-23 2018-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 773 -157 36 0.0022
2019-06-03 2018-09-30 13F/A-9 CALIFORNIA WTR SVC GROUP COM Stock 130788102 930 0 0.00 40 11.11 0.0016
2018-10-25 2018-09-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 930 0 40 0.0016
2019-06-03 2018-06-30 13F/A-8 CALIFORNIA WTR SVC GROUP COM Stock 130788102 930 37 4.14 36 -10.00 0.0015
2018-08-07 2018-06-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 930 37 36
2019-06-03 2018-03-31 13F/A-7 CALIFORNIA WTR SVC GROUP COM Stock 130788102 893 0 0.00 40 0.00 0.0018
2018-05-09 2018-03-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 893 0 33
2019-06-03 2017-12-31 13F/A-6 CALIFORNIA WTR SVC GROUP COM Stock 130788102 893 -2,064 -69.80 40 -64.60 0.0018
2018-01-24 2017-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 893 -2,064 40
2017-10-30 2017-09-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,957 46 1.58 113 5.61 0.0045
2019-06-03 2017-06-30 13F/A-5 CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,911 -2 -0.07 107 2.88 0.0045
2017-07-31 2017-06-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,911 -2 107
2019-06-03 2017-03-31 13F/A-4 CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,913 3 0.10 104 5.05 0.0045
2017-04-26 2017-03-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,913 3 104
2019-06-03 2016-12-31 13F/A-3 CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,910 -554 -15.99 99 -10.81 0.0048
2017-02-14 2016-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 2,910 -554 99
2016-11-04 2016-09-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 3,464 141 4.24 111 -4.31 0.0058
2019-06-03 2016-06-30 13F/A-2 CALIFORNIA WTR SVC GROUP COM Stock 130788102 3,323 2,965 828.21 116 510.53 0.0065
2016-08-22 2016-06-30 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 3,323 2,965 116
2019-06-03 2016-03-31 13F/A-1 CALIFORNIA WATERSERVICE GROUP Stock 130788102 358 -987 -73.38 19 -38.71 0.0026
2016-05-02 2016-03-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 3,687 2,342 99
2016-02-11 2015-12-31 13F CALIFORNIA WTR SVC GROUP COM Stock 130788102 1,345 1,345 31 0.0021
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.