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California Water Service shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in California Water Service

Tip: Access up to 7 years of quarterly data

All positions including California Water Service held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in California Water Service by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 26k 49.71
2025-12-31 $431k 10k 43.33
2025-09-30 $576k 12k 46.35
2025-06-30 $518k 11k 45.81
2025-03-31 $524k 11k 48.46
2024-12-31 $478k 11k 45.33
2024-06-30 $257k 5.3k 48.49

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View all positions for Wealth Enhancement Advisory Services

Top funds holding California Water Service

BlackRock
Vanguard Portfolio Management
Amundi
State Street Corporation
Vanguard Capital Management
ATLAS Infrastructure Partners
Geode Capital Management
First Trust Advisors
FMR
Dimensional Fund Advisors
Morgan Stanley
Nuance Investments
Invesco
Legal & General Group
Antipodes Partners

View all funds holding California Water Service