Follow-The-Filings

Security

CWT

California Wtr Svc Group · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

11 owners 3 new 2 exits max 0.0% (Marshall Wace - Marshall ...)

owners 11
max % 0.0%
tracked value $353M
qoq N 3 A 3 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 256,767 $12M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 100,400 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 7,346,457 $318M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 169,731 $8M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 82,792 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 61,281 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 34,698 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 23,076 $1M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 22,114 $958 hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 10,135 $460 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 5,771 $262 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 40,192 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 26,758 $1M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $790.33M $905.62M $963.7M
Gross profit
Gross margin
Net income $51.91M $190.81M $128.21M
Net margin * 6.6% 21.1% 13.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $296.28M $324.14M $354.43M
Total non-current assets * $4.3B $4.86B $5.32B
Total assets $4.6B $5.18B $5.67B
Total current liabilities $430.34M $538.36M $418.16M
Total non-current liabilities
Total equity

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $217.82M $290.87M $302.56M
Cash from investing -$389.42M -$474.87M -$520.14M
Cash from financing $171.54M $194.72M $219.26M
Net change in cash -$59,000 $10.72M $1.69M

ownership over time

filing count by report period · click a bar for that quarter’s holders