Position in AWR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$14,284,314
+$881,820 QoQ
Shares Held
188,896
+2.2% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $100,139,721 across 7 Utilities - Regulated Water names. AWR ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
226,956 | $30,886,441 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
631,393 | $25,426,196 | |
| 3 | AWR |
American States Water Co
This page
|
188,896 | $14,284,314 | |
| 4 | CWT |
California Water Service Group
|
289,623 | $13,131,505 | |
| 5 | HTO |
H2o America
|
181,412 | $10,643,441 | |
| 6 | MSEX |
Middlesex Water Co
|
105,387 | $5,485,393 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
46,285 | $282,431 |
All Filings in AWR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,284,314 | 188,896 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,402,494 | 184,913 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $52,846,562 | 720,766 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $35,445,895 | 462,378 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $37,150,648 | 472,174 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $37,653,006 | 484,470 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $31,815,196 | 381,981 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $13,383,721 | 184,425 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $13,923,970 | 192,746 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $16,451,598 | 204,571 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $16,272,203 | 206,815 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $18,818,013 | 216,299 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $19,845,491 | 223,259 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $20,984,324 | 226,735 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $18,560,674 | 238,110 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $20,896,147 | 256,363 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $27,063,593 | 304,017 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $32,031,747 | 309,665 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $23,597,276 | 275,927 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $22,189,204 | 278,899 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $22,114,751 | 278,138 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $23,156,101 | 308,954 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $24,334,726 | 309,484 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $27,336,634 | 334,434 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||