Captrust Financial Advisors »

California Water Service shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in California Water Service

Tip: Access up to 7 years of quarterly data

All positions including California Water Service held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in California Water Service by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $834k 17k 48.65
2026-03-31 $501k 11k 45.34
2025-12-31 $406k 9.4k 43.33
2025-09-30 $468k 10k 45.89
2022-06-30 $178k 3.2k 55.49
2022-03-31 $178k 3.0k 59.27
2021-12-31 $209k 2.9k 71.77
2021-09-30 $167k 2.8k 58.78
2021-06-30 $195k 3.5k 55.41
2021-03-31 $207k 3.7k 56.42
2020-12-31 $191k 3.5k 54.08
2020-09-30 $144k 3.2k 44.72
2020-06-30 $103k 2.1k 48.09
2020-03-31 $113k 2.5k 44.95
2019-09-30 $21k 400 52.50
2019-06-30 $20k 400 50.00
2019-03-31 $22k 400 55.00
2018-12-31 $19k 400 47.50
2018-09-30 $17k 400 42.50
2018-03-31 $14k 400 35.00
2017-12-31 $18k 400 45.00