California Water Service Group
US ˙ NYSE ˙ US1307881029

SecurityCWT / California Water Service Group
InstitutionEnsign Peak Advisors, Inc
Latest Disclosed Ownership6,614 shares
Latest Disclosed Value $ 299,879
Ensign Peak Advisors, Inc reports 34.60% increase in ownership of CWT / California Water Service Group

On May 13, 2026 - Ensign Peak Advisors, Inc filed a 13F-HR form disclosing ownership of 6,614 shares of California Water Service Group (US:CWT) valued at $299,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,914 shares of California Water Service Group. This represents a change in shares of 34.60% during the quarter. The current value of the position is $303,053 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)
2026-05-13 2026-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 6,614 1,700 34.60 300 41.04 0.0006
2026-02-12 2025-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 4,914 -5,200 -51.41 213 -54.31 0.0004
2025-11-13 2025-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 10,114 -13,900 -57.88 464 -57.51 0.0008
2025-08-12 2025-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 24,014 -7,050 -22.70 1,092 -27.44 0.0019
2025-05-14 2025-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 31,064 0 0.00 1,505 6.89 0.0029
2025-02-14 2024-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 31,064 0 0.00 1,408 -16.39 0.0025
2024-11-14 2024-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 31,064 0 0.00 1,684 11.82 0.0030
2024-08-13 2024-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 31,064 5,050 19.41 1,506 24.57 0.0028
2024-05-14 2024-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 26,014 -1,312 -4.80 1,209 -14.68 0.0022
2024-02-14 2023-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 27,326 1,200 4.59 1,417 14.64 0.0028
2023-11-13 2023-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 26,126 3,000 12.97 1,236 3.60 0.0026
2023-08-14 2023-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 23,126 1,200 5.47 1,194 -6.50 0.0024
2023-05-15 2023-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 21,926 1,950 9.76 1,276 5.37 0.0028
2023-02-13 2022-12-31 13F California Water Service Group COM 130788102 19,976 3,250 19.43 1,211 37.46 0.0027
2022-11-14 2022-09-30 13F California Water Service Group COM 130788102 16,726 0 0.00 881 -5.17 0.0022
2022-08-12 2022-06-30 13F California Water Service Group COM 130788102 16,726 0 0.00 929 -6.35 0.0022
2022-05-16 2022-03-31 13F California Water Service Group COM 130788102 16,726 0 0.00 992 -17.47 0.0020
2022-02-11 2021-12-31 13F California Water Service Group COM 130788102 16,726 -33,910 -66.97 1,202 -59.72 0.0023
2021-11-12 2021-09-30 13F California Water Service Group COM 130788102 50,636 0 0.00 2,984 6.12 0.0062
2021-08-13 2021-06-30 13F California Water Service Group COM 130788102 50,636 3,400 7.20 2,812 5.67 0.0057
2021-05-12 2021-03-31 13F California Water Service Group COM 130788102 47,236 7,200 17.98 2,661 23.02 0.0057
2021-02-12 2020-12-31 13F California Water Service Group COM 130788102 40,036 0 0.00 2,163 24.31 0.0049
2020-11-12 2020-09-30 13F California Water Service Group COM 130788102 40,036 0 0.00 1,740 -8.90 0.0044
2020-08-12 2020-06-30 13F California Water Service Group COM 130788102 40,036 0 0.00 1,910 -5.21 0.0052
2020-05-11 2020-03-31 13F California Water Service Group COM 130788102 40,036 0 0.00 2,015 -2.37 0.0067
2020-02-14 2019-12-31 13F California Water Service Group COM 130788102 40,036 40,036 2,064 0.0055
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.