California Water Service Group
US ˙ NYSE ˙ US1307881029

SecurityCWT / California Water Service Group
InstitutionPrudential Financial Inc
Latest Disclosed Ownership61,553 shares
Latest Disclosed Value $ 2,790,813
Prudential Financial Inc reports 11.86% decrease in ownership of CWT / California Water Service Group

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 61,553 shares of California Water Service Group (US:CWT) valued at $2,790,813 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 69,833 shares of California Water Service Group. This represents a change in shares of -11.86% during the quarter. The current value of the position is $2,784,658 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 ALIFORNIA WTR SVC GROUP COM 130788102 61,553 -8,280 -11.86 2,791 -8.28 0.0019
2026-02-13 2025-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 69,833 -13,507 -16.21 3,043 -20.45 0.0037
2025-11-13 2025-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 83,340 -7,280 -8.03 3,824 -7.21 0.0045
2025-08-12 2025-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 90,620 5,791 6.83 4,121 0.27 0.0053
2025-05-13 2025-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 84,829 -51,420 -37.74 4,111 -33.45 0.0059
2025-02-11 2024-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 136,249 -92,550 -40.45 6,176 -50.21 0.0085
2024-11-14 2024-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 228,799 87,740 62.20 12,405 81.39 0.0175
2024-08-13 2024-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 141,059 60,035 74.10 6,840 81.65 0.0103
2024-05-14 2024-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 81,024 14,840 22.42 3,766 9.70 0.0053
2024-02-13 2023-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 66,184 -1,233 -1.83 3,433 7.62 0.0052
2023-11-13 2023-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 67,417 -1,845 -2.66 3,189 -10.80 0.0050
2023-08-11 2023-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 69,262 577 0.84 3,576 -10.56 0.0052
2023-05-12 2023-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 68,685 13,565 24.61 3,997 19.60 0.0063
2023-02-14 2022-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 55,120 -59 -0.11 3,342 6.26 0.0056
2022-11-04 2022-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 55,179 99 0.18 3,145 10.08 0.0053
2022-08-15 2022-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 55,080 110 0.20 2,857 -12.31 0.0045
2022-05-13 2022-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 54,970 -875 -1.57 3,258 -18.81 0.0043
2022-02-14 2021-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 55,845 395 0.71 4,013 22.80 0.0050
2021-11-15 2021-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 55,450 -578 -1.03 3,268 5.01 0.0046
2021-08-16 2021-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 56,028 -2,182 -3.75 3,112 -5.12 0.0043
2021-05-12 2021-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 58,210 438 0.76 3,280 5.09 0.0049
2021-08-16 2020-12-31 13F/A-1 CALIFORNIA WTR SVC GROUP COM 0054 130788102 57,772 -2,625 -4.35 3,121 18.94 0.0052
2021-02-16 2020-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 57,772 -2,625 3,121 0.0052
2020-11-16 2020-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 60,397 1,160 1.96 2,624 -7.15 0.0049
2020-08-12 2020-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 59,237 -18,606 -23.90 2,826 -27.85 0.0054
2020-05-12 2020-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 77,843 -637 -0.81 3,917 -3.19 0.0087
2020-02-11 2019-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 78,480 1,687 2.20 4,046 -0.47 0.0060
2019-11-13 2019-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 76,793 -1,220 -1.56 4,065 2.91 0.0064
2019-08-08 2019-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 78,013 -540 -0.69 3,950 -7.36 0.0062
2019-05-15 2019-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 78,553 -14,806 -15.86 4,264 -4.16 0.0071
2019-02-07 2018-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 93,359 -9,372 -9.12 4,449 0.95 0.0078
2018-11-07 2018-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 102,731 -9,480 -8.45 4,407 0.82 0.0065
2018-08-13 2018-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 112,211 1,480 1.34 4,371 5.96 0.0065
2018-05-04 2018-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 110,731 31,320 39.44 4,125 14.55 0.0063
2018-02-13 2017-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 79,411 -1,370 -1.70 3,601 16.84 0.0049
2017-11-02 2017-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 80,781 -490 -0.60 3,082 3.04 0.0051
2017-08-07 2017-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 81,271 -1,840 -2.21 2,991 0.37 0.0044
2017-05-10 2017-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 83,111 240 0.29 2,980 6.09 0.0046
2017-02-07 2016-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 82,871 -3,360 -3.90 2,809 1.52 0.0045
2016-11-04 2016-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 86,231 -30,900 -26.38 2,767 -32.36 0.0046
2016-08-09 2016-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 117,131 2,420 2.11 4,091 33.47 0.0069
2016-05-09 2016-03-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 114,711 114,711 0.00 3,065 0.0055
2014-11-12 2014-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 0 -11,604 -100.00 0 -100.00
2014-08-13 2014-06-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 11,604 -66,657 -85.17 281 -84.43 0.0005
2014-02-11 2013-12-31 13F CALIFORNIA WTR SVC GROUP COM 130788102 78,261 11,100 16.53 1,805 32.23 0.0036
2013-11-07 2013-09-30 13F CALIFORNIA WTR SVC GROUP COM 130788102 67,161 67,161 1,365 0.0029
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.