Forvis Mazars Wealth Advisors, LLC
Position in AWR — American States Water Co
CIK 1352864
Springfield, MO
Position in AWR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$336,799
+$28,572 QoQ
Shares Held
4,076
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#228
of 408 holders
Holding Since
Jun 2022
17 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, 2026Forvis Mazars Wealth Advisors, LLC holds $744,915 across 2 Utilities - Regulated Water names. AWR ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
10,653 | $408,116 | |
| 2 | AWR |
American States Water Co
This page
|
4,076 | $336,799 |
All Filings in AWR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,799 | 4,076 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $308,227 | 4,076 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $295,428 | 4,076 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $298,852 | 4,076 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $312,466 | 4,076 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $320,699 | 4,076 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $316,786 | 4,076 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $347,819 | 4,176 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $295,795 | 4,076 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $294,450 | 4,076 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $327,791 | 4,076 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $320,699 | 4,076 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $354,525 | 4,075 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $362,226 | 4,075 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $377,141 | 4,075 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $317,646 | 4,075 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $332,234 | 4,076 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||