MAI Capital Management

Position in AWR — American States Water Co

CIK 1040197 INDEPENDENCE, OH

Position in AWR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$327,709

+$257,761 QoQ

Shares Held

3,966

+328.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#229

of 406 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MAI Capital Management holds $2,474,095 across 4 Utilities - Regulated Water names. AWR ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	10,802	$1,421,326
2	WTRG	Essential Utilities, Inc.	14,831	$568,174
3	AWR	American States Water Co This page	3,966	$327,709
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	27,143	$156,886

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,709	3,966	+328.8%	Shares	Sole	2026-08-14
2026-03-31	$69,948	925	+70.3%	Shares	Sole	2026-05-15
2025-12-31	$39,356	543	+13475.0%	Shares	Sole	2026-02-13
2025-09-30	$293	4	-96.2%	Shares	Sole	2025-11-10
2025-06-30	$7,972	104	-45.5%	Shares	Sole	2025-08-12
2025-03-31	$15,027	191	-85.3%	Shares	Sole	2025-05-15
2024-12-31	$101,036	1,300	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.