California Water Service Group
US ˙ NYSE ˙ US1307881029

SecurityCWT / California Water Service Group
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,158,359 shares
Latest Disclosed Value $ 52,522,124
Dimensional Fund Advisors Lp reports 0.38% increase in ownership of CWT / California Water Service Group

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,158,359 shares of California Water Service Group (US:CWT) valued at $52,519,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,153,931 shares of California Water Service Group. This represents a change in shares of 0.38% during the quarter. The current value of the position is $51,836,565 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,158,359 4,428 0.38 52,522 5.04 0.0024
2026-02-12 2025-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,153,931 4,913 0.43 50,001 -5.17 0.0105
2025-11-12 2025-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,149,018 -8,991 -0.78 52,727 0.11 0.0113
2025-08-12 2025-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,158,009 -45,509 -3.78 52,666 -9.70 0.0122
2025-05-13 2025-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,203,518 -60,272 -4.77 58,322 1.80 0.0145
2025-02-13 2024-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,263,790 -10,715 -0.84 57,289 -17.10 0.0138
2024-11-07 2024-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,274,505 -14,235 -1.10 69,101 10.58 0.0168
2024-08-09 2024-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,288,740 25,711 2.04 62,491 6.45 0.0163
2024-05-10 2024-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,263,029 13,979 1.12 58,706 -9.39 0.0159
2024-02-07 2023-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,249,050 10,993 0.89 64,789 10.62 0.0189
2023-11-09 2023-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,238,057 5,809 0.47 58,572 -7.94 0.0192
2023-08-09 2023-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,232,248 18,503 1.52 63,621 -9.93 0.0203
2023-05-12 2023-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,213,745 -43,779 -3.48 70,639 92,844.74 0.0238
2023-02-09 2022-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,257,524 13,968 1.12 76 -99.88 0.0225
2022-11-10 2022-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,243,556 6,948 0.56 65,525 -4.61 0.0252
2022-08-12 2022-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,236,608 -3,554 -0.29 68,690 -6.57 0.0246
2022-05-13 2022-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,240,162 14,621 1.19 73,518 -16.52 0.0226
2022-02-09 2021-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,225,541 -32,842 -2.61 88,066 18.75 0.0266
2021-11-12 2021-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,258,383 -14,060 -1.10 74,158 4.93 0.0239
2021-08-12 2021-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,272,443 -61,524 -4.61 70,671 -5.97 0.0224
2021-05-14 2021-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,333,967 -67,962 -4.85 75,155 -0.78 0.0249
2021-03-08 2020-12-31 13F/A-2 CALIFORNIA WTR SVC GROUP COM 130788102 1,401,929 -20,720 -1.46 75,746 22.54 0.0274
2021-02-11 2020-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,401,929 -20,720 75,746 27,355.4291
2020-11-12 2020-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,422,649 -41,011 -2.80 61,814 -11.46 0.0262
2020-08-13 2020-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,463,660 -18,713 -1.26 69,814 -6.41 0.0307
2020-05-14 2020-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,482,373 -64,205 -4.15 74,597 -6.45 0.0389
2020-02-14 2019-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,546,578 -44,955 -2.82 79,742 -5.34 0.0291
2019-11-12 2019-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,591,533 -1,297 -0.08 84,240 4.46 0.0327
2019-08-13 2019-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,592,830 -12,845 -0.80 80,643 -7.47 0.0313
2019-08-12 2019-03-31 13F/A-2 CALIFORNIA WTR SVC GROUP COM 130788102 1,605,675 3,673 0.23 87,156 14.15 0.0347
2019-05-10 2019-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,605,675 3,673 87,156
2019-02-26 2018-12-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 130788102 1,602,002 16,628 1.05 76,351 12.26 0.0346
2019-02-13 2018-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,602,002 16,628 76,351
2018-11-13 2018-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,585,374 8,560 0.54 68,010 10.73 0.0259
2018-08-10 2018-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,576,814 -902 -0.06 61,417 4.50 0.0245
2018-05-11 2018-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,577,716 7,036 0.45 58,770 -17.49 0.0245
2018-02-12 2017-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,570,680 -54,765 -3.37 71,230 14.87 0.0295
2017-11-13 2017-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,625,445 6,427 0.40 62,011 4.08 0.0271
2017-08-11 2017-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,619,018 5,639 0.35 59,579 3.01 0.0275
2017-05-12 2017-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,613,379 2,857 0.18 57,838 5.94 0.0276
2017-02-09 2016-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,610,522 -8,210 -0.51 54,597 5.11 0.0273
2016-11-10 2016-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,618,732 14,391 0.90 51,945 -7.30 0.0281
2016-08-09 2016-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,604,341 15,539 0.98 56,037 32.00 0.0322
2016-05-13 2016-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,588,802 94,061 6.29 42,453 22.05 0.0254
2016-02-10 2015-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,494,741 -75 -0.01 34,784 5.20 0.0217
2015-11-13 2015-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,494,816 63,766 4.46 33,066 1.12 0.0217
2015-08-14 2015-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,431,050 60,485 4.41 32,700 -2.66 0.0200
2015-05-14 2015-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,370,565 95,067 7.45 33,593 7.01 0.0212
2015-02-06 2014-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,275,498 77,408 6.46 31,391 16.76 0.0206
2014-11-13 2014-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,198,090 35,527 3.06 26,886 -4.44 0.0191
2014-08-08 2014-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,162,563 113,563 10.83 28,134 12.03 0.0196
2014-05-14 2014-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,049,000 44,105 4.39 25,113 8.33 0.0188
2014-02-12 2013-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 1,004,895 36,289 3.75 23,183 17.79 0.0181
2013-11-13 2013-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 968,606 32,798 3.50 19,682 7.80 0.0170
2013-08-15 2013-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 935,808 935,808 18,258 0.0172
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.