Position in AWR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,401,464
+$149,801 QoQ
Shares Held
31,757
+2.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026LPL Financial LLC holds $81,397,437 across 10 Utilities - Regulated Water names. AWR ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
427,276 | $58,147,990 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
339,478 | $13,670,779 | |
| 3 | AWR |
American States Water Co
This page
|
31,757 | $2,401,464 | |
| 4 | ARTNA |
Artesian Resources Corp
|
44,161 | $1,406,527 | |
| 5 | YORW |
York Water Co
|
45,553 | $1,387,088 | |
| 6 | MSEX |
Middlesex Water Co
|
24,776 | $1,289,590 | |
| 7 | CWT |
California Water Service Group
|
22,892 | $1,037,923 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
23,837 | $789,481 |
All Filings in AWR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,401,464 | 31,757 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,251,663 | 31,066 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,473,523 | 33,736 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,216,010 | 28,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,158,349 | 27,432 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,212,610 | 28,469 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,130,724 | 25,582 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,868,096 | 25,742 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,752,397 | 24,258 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,890,835 | 23,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,760,071 | 22,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,860,408 | 21,384 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,997,713 | 22,474 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,069,788 | 22,364 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,739,532 | 22,316 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,681,795 | 20,633 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,589,057 | 29,084 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,876,666 | 27,810 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,396,355 | 28,021 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,204,368 | 27,707 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,197,970 | 29,066 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,451,452 | 30,832 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,957,094 | 26,112 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,843,165 | 23,441 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,877,159 | 22,965 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||