Position in AWR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,278,958
+$138,401 QoQ
Shares Held
43,361
+0.1% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026BESSEMER GROUP INC holds $4,380,706 across 7 Utilities - Regulated Water names. AWR ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
This page
|
43,361 | $3,278,958 | |
| 2 | AWK |
American Water Works Company, Inc.
|
7,092 | $965,147 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,293 | $52,068 | |
| 4 | HTO |
H2o America
|
661 | $38,780 | |
| 5 | CWT |
California Water Service Group
|
744 | $33,732 | |
| 6 | MSEX |
Middlesex Water Co
|
214 | $11,137 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
145 | $884 |
All Filings in AWR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,278,958 | 43,361 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,140,557 | 43,330 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $10,116 | 138 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $12,173,680 | 158,801 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $11,730,869 | 149,096 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $18,496 | 238 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,325 | 184 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,231 | 141 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,383,936 | 46,843 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $10,272,768 | 127,739 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,139,365 | 103,449 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,596,470 | 98,810 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $6,938,218 | 78,054 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $7,067,116 | 76,360 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,360,133 | 55,935 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,356,907 | 41,184 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,183 | 47 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,758 | 46 | Shares | Defined | 2022-01-27 | |
| 2020-09-30 | $1,873 | 25 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,633,430 | 58,927 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,814,486 | 58,900 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||