Position in AWR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,561,855
+$353,976 QoQ
Shares Held
20,654
+23.9% QoQ
Ownership
0.053%
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 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026HighTower Advisors, LLC holds $85,286,298 across 8 Utilities - Regulated Water names. AWR ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
543,833 | $74,010,232 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
99,816 | $4,019,590 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
67,588 | $2,062,109 | |
| 4 | AWR |
American States Water Co
This page
|
20,654 | $1,561,855 | |
| 5 | MSEX |
Middlesex Water Co
|
24,383 | $1,269,135 | |
| 6 | CWT |
California Water Service Group
|
27,852 | $1,262,809 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
20,052 | $664,122 | |
| 8 | HTO |
H2o America
|
7,439 | $436,446 |
All Filings in AWR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,561,855 | 20,654 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,207,879 | 16,665 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,189,617 | 16,225 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,301,686 | 16,980 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,370,133 | 17,414 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,530,617 | 19,694 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,630,485 | 19,576 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,267,580 | 17,467 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,282,187 | 17,749 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,459,783 | 18,152 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,430,559 | 18,182 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,429,584 | 16,432 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,420,195 | 15,977 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,511,156 | 16,328 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $945,455 | 12,129 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $972,903 | 11,936 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,050,614 | 11,802 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,237,659 | 11,965 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,001,695 | 11,713 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $910,643 | 11,446 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $905,473 | 11,974 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $952,370 | 11,978 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $931,028 | 12,422 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $999,701 | 12,714 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,046,844 | 12,807 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||