Position in AWR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$477,931
+$33,286 QoQ
Shares Held
5,784
-1.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 408 holders
Holding Since
Mar 2020
19 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, 2026Janney Montgomery Scott LLC holds $20,175,383 across 7 Utilities - Regulated Water names. AWR ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
86,067 | $11,324,695 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
165,749 | $6,349,844 | |
| 3 | ARTNA |
Artesian Resources Corp
|
22,827 | $775,889 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
115,351 | $666,728 | |
| 5 | AWR |
American States Water Co
This page
|
5,784 | $477,931 | |
| 6 | YORW |
York Water Co
|
10,389 | $318,422 | |
| 7 | MSEX |
Middlesex Water Co
|
4,663 | $261,874 |
All Filings in AWR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,931 | 5,784 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $444,645 | 5,880 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $426,109 | 5,879 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $431,048 | 5,879 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $372,490 | 4,859 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $387,499 | 4,925 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $382,771 | 4,925 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $397,709 | 4,775 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $361,035 | 4,975 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $372,902 | 5,162 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $423,170 | 5,262 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $419,836 | 5,336 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $467,016 | 5,368 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $459,140 | 4,961 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $386,709 | 4,961 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $1,914,759 | 24,082 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $798,442 | 10,653 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $840,004 | 10,683 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $859,169 | 10,511 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||