CWM, LLC

Position in AWR — American States Water Co

CIK 1535847 OMAHA, NE

Position in AWR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,141,785

+$151,775 QoQ

Shares Held

28,323

+3.2% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Mar 31, 2026

CWM, LLC holds $8,554,656 across 12 Utilities - Regulated Water names. AWR ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	17,734	$2,413,420
2	AWR	American States Water Co This page	28,323	$2,141,785
3	WTRG	Essential Utilities, Inc.	50,380	$2,028,802
4	HTO	H2o America	9,043	$530,552
5	CWT	California Water Service Group	10,873	$492,981
6	YORW	York Water Co	8,588	$261,504
7	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	27,145	$165,638
8	CWCO	Consolidated Water Co. Ltd.	4,692	$155,399

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,141,785	28,323	+3.2%	Shares	Sole	2026-05-14
2025-12-31	$1,990,010	27,456	+14.8%	Shares	Sole	2026-01-26
2025-09-30	$1,753,814	23,920	+513.6%	Shares	Sole	2025-10-15
2025-06-30	$298,820	3,898	+111.2%	Shares	Sole	2025-07-25
2025-03-31	$145,243	1,846	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$143,237	1,843	+32.3%	Shares	Sole	2025-02-04
2024-09-30	$116,022	1,393	+33.3%	Shares	Sole	2024-10-08
2024-06-30	$75,835	1,045	+31.4%	Shares	Sole	2024-07-10
2024-03-31	$57,430	795	-43.6%	Shares	Sole	2024-04-05
2023-12-31	$113,392	1,410	-3.9%	Shares	Sole	2024-02-01
2023-09-30	$115,423	1,467	-6.7%	Shares	Sole	2023-10-11
2023-06-30	$136,764	1,572	+10.4%	Shares	Sole	2023-08-03
2023-03-31	$126,579	1,424	-0.2%	Shares	Sole	2023-05-01
2022-12-31	$132,068	1,427	+28.4%	Shares	Sole	2023-02-01
2022-09-30	$86,602	1,111	+9.1%	Shares	Sole	2022-10-27
2022-06-30	$82,977	1,018	-10.5%	Shares	Sole	2022-07-28
2022-03-31	$101,304	1,138	-6.0%	Shares	Sole	2022-04-21
2021-12-31	$125,265	1,211	+44.2%	Shares	Sole	2022-01-31
2021-06-30	$66,830	840	0.0%	Shares	Sole	2021-09-15
2021-03-31	$63,520	840	0.0%	Shares	Sole	2021-09-15
2020-12-31	$66,788	840	0.0%	Shares	Sole	2021-09-15
2020-09-30	$62,958	840	0.0%	Shares	Sole	2021-09-15
2020-06-30	$66,049	840	0.0%	Shares	Sole	2021-09-15
2020-03-31	$68,661	840	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.