Position in AWR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,594
+$16,288 QoQ
Shares Held
576
+39.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $1,556,271 across 9 Utilities - Regulated Water names. AWR ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
6,192 | $814,743 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
7,950 | $304,564 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,020 | $300,675 | |
| 4 | AWR |
American States Water Co
This page
|
576 | $47,594 | |
| 5 | YORW |
York Water Co
|
801 | $24,550 | |
| 6 | CWT |
California Water Service Group
|
491 | $23,887 | |
| 7 | HTO |
H2o America
|
292 | $17,744 | |
| 8 | MSEX |
Middlesex Water Co
|
203 | $11,400 |
All Filings in AWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,594 | 576 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,306 | 414 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $28,774 | 397 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $33,507 | 457 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,559 | 503 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $38,710 | 492 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $30,621 | 394 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,318 | 340 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,521 | 269 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $18,132 | 251 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $18,979 | 236 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,289 | 296 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $29,493 | 339 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $34,400 | 387 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $37,760 | 408 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $34,609 | 444 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $36,842 | 452 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $47,447 | 533 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $95,475 | 923 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $62,600 | 732 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $37,154 | 467 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $40,532 | 536 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $45,241 | 569 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,692 | 156 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,244 | 143 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,784 | 83 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||