§ UTILITIES
USD · UtilitiesCWT
CALIFORNIA WATER SERVICE GRP
USDSector · UtilitiesBeta · 0.61
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
192 increased/new, 98 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 21.5 | P/B | 1.53 |
| EPS (TTM) | 2.15 | Dividend | 2.98% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 10.3M | 0.0% | −3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | n/a | n/a |
| Amundi | 3.5M | 0.0% | +27% |
| State Street | 3.1M | 0.0% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | n/a | n/a |
| NUANCE INVESTMENTS, LLC | 1.6M | 10.1% | −12% |
◇ AC INTELLIGENCE
Top institutional owners for CWT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER9.5% · 0 holders
OTHER35.9% · 236 holders
PASSIVE / INDEX26.9% · 10 holders
QUALITY / COMPOUNDER13.2% · 23 holders
DEALER / BANK11.0% · 30 holders
INCOME / DEFENSIVE2.0% · 25 holders
SYSTEMATIC / QUANT1.2% · 7 holders
TACTICAL / MACRO0.2% · 3 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CWT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CWT yet.