Position in AWR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$494,210
+$261,225 QoQ
Shares Held
5,981
+94.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#204
of 408 holders
Holding Since
Mar 2020
11 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, 2026SIMPLEX TRADING, LLC holds $512,598 across 3 Utilities - Regulated Water names. AWR ranks #1 (96.4% of the industry book) .
All Filings in AWR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,210 | 5,981 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $232,985 | 3,081 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $6,598 | 90 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $40,093 | 555 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,237 | 90 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $64,202 | 816 | Shares | Sole | 2023-11-01 | |
| 2022-12-31 | $86,164 | 931 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $21,280 | 273 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,950 | 73 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $85,441 | 826 | Shares | Sole | 2022-02-23 | |
| 2020-03-31 | $48,471 | 593 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||