FIRST CITIZENS BANK & TRUST CO

Bank

Position in AWR — American States Water Co

CIK 1092203 RALEIGH, NC

Position in AWR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$279,454

-$123,827 QoQ

Shares Held

3,382

-36.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#253

of 408 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $1,561,007 across 4 Utilities - Regulated Water names. AWR ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	13,957	$534,692
2	HTO	H2o America	7,782	$472,912
3	AWR	American States Water Co This page	3,382	$279,454
4	AWK	American Water Works Company, Inc.	2,082	$273,949

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,454	3,382	-36.6%	Shares	Sole	2026-07-13
2026-03-31	$403,281	5,333	+0.0%	Shares	Sole	2026-05-13
2025-12-31	$386,390	5,331	+48.0%	Shares	Sole	2026-02-18
2025-09-30	$264,025	3,601	-5.5%	Shares	Sole	2025-10-31
2025-06-30	$292,074	3,810	+38.3%	Shares	Sole	2025-07-30
2020-09-30	$206,412	2,754	-7.6%	Shares	Sole	2020-10-15
2020-06-30	$234,238	2,979	+20.2%	Shares	Sole	2020-07-15
2020-03-31	$202,551	2,478	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.