CALIFORNIA WATER SERVICE GROUP
Total Trades
21
Buys
1
Sells
20
Largest Trade
$100K–$500K
Insiders
7
Institutional Funds
275
Inst. Value
$1M+
Activist Filings
11
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Mortensen Michelle R | VP | SELL | $15K–$50K | 924 | $43.34 | Dec 23, 2025 |
| Lynch James Patrick | SVP CFO and Treasu… | BUY | $15K–$50K | 550 | $42.80 | Dec 11, 2025 |
| Snow Lester A | Director | SELL | $50K–$100K | 1K | $46.51 | Jun 14, 2025 |
| Luu Michael B | Sr. VP Corp Svcs &… | SELL | $50K–$100K | 985 | $51.50 | Nov 25, 2024 |
| Krummel Thomas M | Director | SELL | $15K–$50K | 555 | $54.33 | Aug 22, 2024 |
| Krummel Thomas M | Director | SELL | $100K–$500K | 2K | $50.00 | May 1, 2024 |
| Krummel Thomas M | Director | SELL | $15K–$50K | 555 | $51.90 | Jan 4, 2024 |
| Krummel Thomas M | Director | SELL | $15K–$50K | 555 | $51.77 | Nov 15, 2023 |
| Krummel Thomas M | Director | SELL | $100K–$500K | 2K | $50.00 | Nov 4, 2023 |
| Kuta Robert J | VP, Engineering | SELL | $50K–$100K | 1K | $56.79 | May 5, 2023 |
| Krummel Thomas M | Director | SELL | $15K–$50K | 469 | $64.89 | Dec 20, 2022 |
| Krummel Thomas M | Director | SELL | $50K–$100K | 2K | $62.92 | Nov 30, 2022 |
| Healey David B | VP, Controller | SELL | $1K–$15K | 200 | $60.00 | Nov 9, 2022 |
| Healey David B | VP, Controller | SELL | $15K–$50K | 300 | $59.78 | Nov 2, 2022 |
| Mortensen Michelle R | Corporate Secretary | SELL | $15K–$50K | 615 | $56.74 | Sep 23, 2022 |
| Healey David B | VP, Controller | SELL | $15K–$50K | 300 | $59.85 | Sep 12, 2022 |
| Healey David B | VP, Controller | SELL | $15K–$50K | 300 | $60.54 | Aug 30, 2022 |
| Snow Lester A | Director | SELL | $50K–$100K | 1K | $63.04 | Aug 19, 2022 |
| Luu Michael B | VP | SELL | $15K–$50K | 425 | $60.54 | Aug 4, 2022 |
| Healey David B | VP, Controller | SELL | $15K–$50K | 300 | $55.00 | Jun 2, 2022 |
| Healey David B | VP, Controller | SELL | $15K–$50K | 500 | $53.15 | May 17, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 275 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 3.0M | $1M+ | SH |
| NUANCE INVESTMENTS, LLC | 1.8M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | $1M+ | SH |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 722K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 711K | $1M+ | SH |
| KBC Group NV | 447K | $1M+ | SH |
| Triodos Investment Management BV | 414K | $1M+ | SH |
| Beck Bode, LLC | 388K | $1M+ | SH |
| Bank of New York Mellon Corp | 331K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 315K | $1M+ | SH |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 206K | $1M+ | SH |
| Aptus Capital Advisors, LLC | 179K | $1M+ | SH |
| RHUMBLINE ADVISERS | 174K | $1M+ | SH |
| ProShare Advisors LLC | 151K | $1M+ | SH |
| Legal & General Group Plc | 133K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 128K | $1M+ | SH |
| BARCLAYS PLC | 122K | $1M+ | SH |
| Swiss National Bank | 118K | $1M+ | SH |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 112K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Jul 18, 2025
17.1%
10.2M shares
T. Rowe Price Investment Management, Inc.
SC 13G/A · Feb 14, 2025
5.0%
3.0M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Nov 14, 2024
5.6%
3.3M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2024
5.0%
2.9M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
12.1%
7.0M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 29, 2024
6.0%
0 shares
SC 13G/A · Jan 19, 2024
18.5%
10.7M shares
SC 13G/A · Jan 26, 2023
19.0%
10.4M shares
SC 13G · Jan 20, 2023
19.0%
10.4M shares
SC 13G/A · Jan 27, 2022
18.0%
9.5M shares
SC 13G/A · Jan 25, 2022
18.0%
9.5M shares