California Water Service Group
CWTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How California Water Service Group Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Wealth Preservation Advisors, LLC | 2026-03-31 | 32 | $1.45K | SEC filing |
| Holocene Advisors, LP | 2026-03-31 | 6,376 | $289K | SEC filing |
| Financial Gravity Asset Management, Inc. | 2026-03-31 | 3 | $136 | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 1,158,359 | $52.5M | SEC filing |
| Freestone Grove Partners LP | 2026-03-31 | 20,524 | $931K | SEC filing |
| Y-Intercept (Hong Kong) Ltd | 2026-03-31 | 20,082 | $911K | SEC filing |
| Beaird Harris Wealth Management, LLC | 2026-03-31 | 846 | $38.4K | SEC filing |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 63,026 | Not shown | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 52,883 | $2.4M | SEC filing |
| Asset Planning,Inc | 2026-03-31 | 4,500 | $204K | SEC filing |
| Fortitude Family Office, LLC | 2026-03-31 | 54 | $2.45K | SEC filing |
| Blue Water Asset Management | 2026-03-31 | 4,871 | $221K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 4,059 | $184K | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 846 | $38.4K | SEC filing |
| Magellan Asset Management Ltd | 2026-03-31 | 61,416 | $2.78M | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 1,209 | $54.8K | SEC filing |
| Cerity Partners LLC | 2026-03-31 | 19,116 | $867K | SEC filing |
| NBT BANK N A /NY | 2026-03-31 | 700 | $31.7K | SEC filing |
| Cullen Capital Management, LLC | 2026-03-31 | 13,079 | $593K | SEC filing |
| GABELLI FUNDS LLC | 2026-03-31 | 43,200 | $1.96M | SEC filing |
- Each value is checked against California Water Service Group's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at California Water Service Group's share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-27 | Snow Lester A · Director | Common Stock | S — Open market or private sale | −1,100 | 44.00 | SEC filing |
| 2026-05-21 | Krummel Thomas M · Director | Common Stock | S — Open market or private sale | −3,700 | 43.30 | SEC filing |
| 2026-03-20 | Luu Michael B · Sr. VP Corp Svcs & Chief Risk | Common Stock | S — Open market or private sale | −740 | 44.53 | SEC filing |
| 2026-03-20 | Mares Michael S JR · Vice President, Operations | Common Stock | S — Open market or private sale | −3,892 | 44.00 | SEC filing |
| 2025-12-23 | Mortensen Michelle R · VP, Corp Sec &Chief of Staff | Common Stock | S — Open market or private sale | −924 | 43.34 | SEC filing |
| 2025-12-10 | Lynch James Patrick · SVP CFO and Treasurer | Common Stock | P — Open market or private purchase | +550 | 42.80 | SEC filing |
| 2025-06-12 | Snow Lester A · Director | Common Stock | S — Open market or private sale | −1,200 | 46.51 | SEC filing |
Showing 7 of 7 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-05 | Peters Todd Kenneth · Vice President, Engineering | Common Stock | F — Payment of exercise price or tax by delivering securities | −40 | SEC filing |
| 2026-06-05 | Milleman Greg A · VP Rates & Regulatory Affairs | Common Stock | F — Payment of exercise price or tax by delivering securities | −66 | SEC filing |
| 2026-06-05 | Scanlon Thomas A · VP, Corporate Controller & PAO | Common Stock | F — Payment of exercise price or tax by delivering securities | −30 | SEC filing |
| 2026-06-05 | Bunting Shawn C · Sr. VP, GC and Business Dev | Common Stock | F — Payment of exercise price or tax by delivering securities | −69 | SEC filing |
| 2026-06-05 | Jenkins Kenneth G · VP Water Res Plan & Sustain | Common Stock | F — Payment of exercise price or tax by delivering securities | −38 | SEC filing |
| 2026-06-05 | KROPELNICKI MARTIN A · Chairman President & CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −493 | SEC filing |
| 2026-06-05 | James Sophie Marwieh · VP Water Qual | Common Stock | F — Payment of exercise price or tax by delivering securities | −50 | SEC filing |
| 2026-06-05 | Mares Michael S JR · SVP Operations | Common Stock | F — Payment of exercise price or tax by delivering securities | −68 | SEC filing |
Showing 8 of 21 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-07 | Luu Michael B · SVP Corp Svce & Chief Risk Of | Common Stock | D — Disposition to the issuer | −54 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.