Position in AWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$238,387
-$7,404,114 QoQ
Shares Held
2,885
-97.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 408 holders
Holding Since
Mar 2020
4 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 Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $19,708,542 across 2 Utilities - Regulated Water names. AWR ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
147,972 | $19,470,155 | |
| 2 | AWR |
American States Water Co
This page
|
2,885 | $238,387 |
All Filings in AWR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,387 | 2,885 | Shares | Sole | 2026-08-13 | |
| 2020-09-30 | $7,642,501 | 101,968 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,095,351 | 102,955 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,774,781 | 95,116 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||