California Water Service Group

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California Water Service Group
TickerCWT
CIK #0001035201
CUSIP130788102
SectorEnergy & Transportation - Water Supply
Address1720 N First St c/o California Water Service Co, San Jose, CA 95112
Source [EDGAR]
CIK Filing 2011 - 2026
[0001035201] 10-K
[0001035201] 10-Q
[0001035201] 3
[0001035201] 4
[0001035201] 5
[0001035201] 8-K
[0001035201] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC California Water Service Group [2026-04-29] 0.0
Vanguard Portfolio Management LLC California Water Service Group [2026-04-29] 0.0
Amundi California Water Service Group [2026-04-10] 0.0
T Rowe Price Investment Management Inc California Water Service Group [2024-02-14] 5.0
BlackRock Inc California Water Service Group [2023-01-20] 19.0
State Street Corp California Water Service Group [2021-02-11] 7.57
BlackRock Inc California Water Service Group [2021-01-25] 16.6
State Street Corp California Water Service Group [2020-02-13] 8.15
State Street Corp California Water Service Group [2019-02-14] 6.7
Pictet Asset Management Sa California Water Service Group [2017-02-13] 4.03
Price T Rowe Associates Inc /MD/ California Water Service Group [2017-02-07] 5.9
Pictet Asset Management Sa California Water Service Group [2016-02-12] 5.77
Vanguard Group Inc California Water Service Group [2012-02-09] 5.37
Form 3/4/5 Filer 2011 - 2026
James Sophie Marwieh
California Water Service Group
Luu Michael B
Lynch James Patrick
Hamner Kristan A
Jenkins Kenneth G
Dean Shannon C
Bunting Shawn C
Kropelnicki Martin A
Mortensen Michelle R
Scanlon Thomas A
Milleman Greg A
Ouyang Elissa Y
Peters Todd Kenneth
Mares Michael S JR
Snow Lester A
Krummel Thomas M
Patton Charles R
Morris Scott L
Aliff Gregory E
Wagner Patricia K
Maldonado Yvonne Aida
Pottenger Carol M
Esque Shelly Marian
Kightlinger Jeffrey
Webb Ronald D
Healey David B
Smegal Thomas F III
Kuta Robert J
McGhee Lynne P
Townsley Paul G
Nelson Peter C
Magnuson Richard P
Bayer Terry
Simon Gerald A
Treloar Timothy D
Guiles Edwin A
Vera George A
Hill Bonnie Guiton
Ferraro Francis S
Rossi Michael J
Meier Linda R
Guzzetta Robert
del Grosso Helen R
McFarlane Christine L
Karraker David R
Brown Douglas M
Breed Calvin L
Foy Robert W
Ekstrom Paul G
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Luu Michael B
Common Stock
2026-03-20 Sell 739.85 $44.53 32,946
Mares Michael S JR
Common Stock
2026-03-20 Sell 3,892 $44.00 171,248
Milleman Greg A
Common Stock
2026-03-07 Tax withheld 57 $45.59 2,599
Luu Michael B
Common Stock
2026-03-07 Tax withheld 504 $45.59 22,977
Jenkins Kenneth G
Common Stock
2026-03-07 Tax withheld 33 $45.59 1,504
Jenkins Kenneth G
Common Stock
2026-03-07 Tax withheld 281 $45.59 12,811
Luu Michael B
Common Stock
2026-03-07 Grant 205 $0.00
Dean Shannon C
Common Stock
2026-03-07 Grant 900 $0.00
Mares Michael S JR
Common Stock
2026-03-07 Tax withheld 495 $45.59 22,567
Luu Michael B
Common Stock
2026-03-07 Tax withheld 59 $45.59 2,690
Jenkins Kenneth G
Common Stock
2026-03-07 Grant 548 $0.00
Kropelnicki Martin A
Common Stock
2026-03-07 Tax withheld 3,817 $45.59 174,017
Luu Michael B
Common Stock
2026-03-07 Tax withheld 115 $45.59 5,243
Mares Michael S JR
Common Stock
2026-03-07 Grant 900 $0.00
James Sophie Marwieh
Common Stock
2026-03-07 Tax withheld 27 $45.59 1,231
Peters Todd Kenneth
Common Stock
2026-03-07 Tax withheld 296 $45.59 13,495
Bunting Shawn C
Common Stock
2026-03-07 Tax withheld 422 $45.59 19,239
Kropelnicki Martin A
Common Stock
2026-03-07 Grant 6,507 $0.00
Peters Todd Kenneth
Common Stock
2026-03-07 Tax withheld 34 $45.59 1,550
Ouyang Elissa Y
Common Stock
2026-03-07 Tax withheld 488 $45.59 22,248
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 337 47,113,268
2025-12-31 330 46,249,569
2025-09-30 338 46,468,493
2025-06-30 337 46,351,060
2025-03-31 331 46,734,470
2024-12-31 324 45,392,376
2024-09-30 325 44,386,242
2024-06-30 300 44,482,032
2024-03-31 275 46,526,437
2023-12-31 287 44,931,139
2023-09-30 274 44,231,432
2023-06-30 287 44,117,188
Form 13F Holdings
Firm Period DFND Voting Shares
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 95,623 95,623
Wedge Capital Management L L P/NC [2026-06-30] SOLE 25,820 78,417
Assenagon Asset Management SA [2026-06-30] SOLE 42,371 42,371
Louisiana State Employees Retirement System [2026-06-30] SOLE 26,400 26,400
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 555 26,053
Alaska Retirement Management Board [2026-06-30] SOLE 21,518 21,518
Canvas Wealth Advisors LLC [2026-06-30] SOLE 0 17,079
Yousif Capital Management LLC [2026-06-30] SOLE 3,701 15,922
Spirit of America Management Corp/Ny [2026-06-30] SOLE 0 7,650
Sound Income Strategies LLC [2026-06-30] SOLE 7,210 7,210
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 5,543
Merit Financial Group LLC [2026-06-30] OTR 0 5,421
Crossmark Global Holdings Inc [2026-06-30] SOLE 4,763 4,763
Mission Wealth Management LP [2026-06-30] SOLE 0 4,667
Farther Finance Advisors LLC [2026-06-30] SOLE 0 4,235
Gamma Investing LLC [2026-06-30] DFND 3,200 3,200
GHP Investment Advisors Inc [2026-06-30] SOLE 1,778 1,778
IFP Advisors LLC [2026-06-30] SOLE 1,213 1,213
Merit Financial Group LLC [2026-06-30] SOLE 8 1,052
Versant Capital Management Inc [2026-06-30] SOLE 676 676
HM Payson & Co [2026-06-30] OTR 0 420
Trust Co of Toledo NA /OH/ [2026-06-30] SOLE 400 400
True Wealth Design LLC [2026-06-30] SOLE 0 302
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 176 176
BFSG LLC [2026-06-30] SOLE 0 136
Fortitude Family Office LLC [2026-06-30] SOLE 104 104
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 46
Farmers & Merchants Investments Inc [2026-06-30] SOLE 36 36
Handelsbanken Fonder AB [2026-06-30] SOLE 0 22
Corecap Advisors LLC [2026-06-30] SOLE 0 9
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