Skip to main content
Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in AWR — American States Water Co

CIK 1407543 Berwyn, PA
Back to AWR Full portfolio

Position in AWR

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$296,063
+$63,456 QoQ
Shares Held
3,583
+16.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 409 holders
Holding Since
Mar 2020
22 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, 2026

ENVESTNET ASSET MANAGEMENT INC holds $77,996,571 across 6 Utilities - Regulated Water names. AWR ranks #5 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 546,469 $71,904,391
2 WTRG
Essential Utilities, Inc.
 81,214 $3,111,308
3 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 246,533 $1,424,960
4 HTO
H2o America
 16,646 $1,011,577
5 AWR
American States Water Co
This page 		3,583 $296,063
6 CWCO
Consolidated Water Co. Ltd.
 8,416 $248,272

All Filings in AWR

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $296,063 3,583
2026-03-31 $232,607 3,076
2025-12-31 $313,910 4,331
2025-09-30 $583,480 7,958
2025-06-30 $506,415 6,606
2025-03-31 $515,039 6,546
2024-12-31 $384,480 4,947
2024-09-30 $407,954 4,898
2023-06-30 $416,121 4,783
2023-03-31 $462,494 5,203
2022-12-31 $740,122 7,997
2022-09-30 $730,547 9,372
2022-06-30 $793,092 9,730
2022-03-31 $954,650 10,724
2021-12-31 $887,618 8,581
2021-09-30 $818,854 9,575
2021-06-30 $692,331 8,702
2021-03-31 $3,164,999 41,854
2020-12-31 $3,198,051 40,222
2020-09-30 $3,253,504 43,409
2020-06-30 $3,415,294 43,435
2020-03-31 $3,146,744 38,497