Position in AWR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$214,672
-$391,861 QoQ
Shares Held
2,598
-67.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#287
of 408 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Essex Financial Services, Inc. holds $836,124 across 2 Utilities - Regulated Water names. AWR ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,723 | $621,452 | |
| 2 | AWR |
American States Water Co
This page
|
2,598 | $214,672 |
All Filings in AWR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,672 | 2,598 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $606,533 | 7,912 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $620,234 | 7,883 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $338,315 | 4,353 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $368,808 | 4,428 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $568,585 | 7,835 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $513,048 | 7,102 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $649,713 | 8,079 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $634,868 | 8,069 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $702,003 | 8,069 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $622,585 | 7,004 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $648,220 | 7,004 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $545,961 | 7,004 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $570,896 | 7,004 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $623,496 | 7,004 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $699,978 | 6,767 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $578,713 | 6,767 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $490,646 | 6,167 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $466,348 | 6,167 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $538,044 | 6,767 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $243,962 | 3,255 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $255,940 | 3,255 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $266,063 | 3,255 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||