EVERGREEN CAPITAL MANAGEMENT LLC

Position in AWR — American States Water Co

CIK 1260824 Bellevue, WA

Position in AWR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$254,996

+$31,917 QoQ

Shares Held

3,086

+4.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#269

of 408 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $699,903 across 3 Utilities - Regulated Water names. AWR ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co This page	3,086	$254,996
2	ARTNA	Artesian Resources Corp	6,582	$223,722
3	AWK	American Water Works Company, Inc.	1,681	$221,185

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,996	3,086	+4.6%	Shares	Other	2026-07-23
2026-03-31	$223,079	2,950	-13.9%	Shares	Other	2026-05-14
2025-12-31	$248,316	3,426	-22.0%	Shares	Other	2026-01-27
2025-09-30	$321,874	4,390	+68.1%	Shares	Other	2025-10-28
2025-03-31	$205,433	2,611	-3.7%	Shares	Other	2025-05-15
2023-09-30	$213,301	2,711	-16.4%	Shares	Other	2023-11-14
2023-06-30	$282,141	3,243	+15.9%	Shares	Other	2023-08-14
2023-03-31	$248,803	2,799	-1.3%	Shares	Other	2023-05-15
2022-12-31	$262,379	2,835	+2.9%	Shares	Other	2023-02-14
2022-09-30	$214,674	2,754	-12.9%	Shares	Other	2022-11-14
2020-03-31	$258,543	3,163	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.