Creative Planning

Position in AWR — American States Water Co

CIK 1540235 OVERLAND PARK, KS

Position in AWR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,075,920

+$82,793 QoQ

Shares Held

27,452

-0.2% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Creative Planning holds $21,871,085 across 8 Utilities - Regulated Water names. AWR ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	68,826	$9,366,530
2	WTRG	Essential Utilities, Inc.	200,642	$8,079,853
3	AWR	American States Water Co This page	27,452	$2,075,920
4	CWT	California Water Service Group	18,240	$827,001
5	HTO	H2o America	10,397	$609,991
6	YORW	York Water Co	19,257	$586,375
7	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	45,134	$275,407
8	CDZI	Cadiz Inc	10,185	$50,008

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,075,920	27,452	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$1,993,127	27,499	+16.6%	Shares	Sole	2026-02-17
2025-09-30	$1,728,592	23,576	+18.7%	Shares	Defined	2025-11-14
2025-06-30	$1,522,006	19,854	+48.8%	Shares	Defined	2025-08-08
2025-03-31	$1,049,905	13,344	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$1,015,955	13,072	+16.0%	Shares	Defined	2025-02-14
2024-09-30	$938,511	11,268	+3.3%	Shares	Defined	2024-10-11
2024-06-30	$791,302	10,904	+23.4%	Shares	Defined	2024-08-15
2024-03-31	$638,240	8,835	-12.7%	Shares	Sole	2024-05-13
2023-12-31	$813,448	10,115	+9.4%	Shares	Defined	2024-02-14
2023-09-30	$727,790	9,250	-11.0%	Shares	Sole	2023-11-16
2023-06-30	$903,930	10,390	-39.4%	Shares	Sole	2023-07-21
2023-03-31	$1,522,863	17,132	-5.1%	Shares	Sole	2023-05-15
2022-12-31	$1,670,805	18,053	+8.5%	Shares	Sole	2023-02-10
2022-09-30	$1,297,399	16,644	+20.2%	Shares	Sole	2022-11-03
2022-06-30	$1,128,913	13,850	+7.1%	Shares	Sole	2022-08-15
2022-03-31	$1,151,206	12,932	+9.4%	Shares	Sole	2022-05-16
2021-12-31	$1,222,453	11,818	+101.6%	Shares	Sole	2022-02-11
2021-09-30	$501,318	5,862	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$465,982	5,857	+0.1%	Shares	Sole	2021-08-04
2021-03-31	$442,603	5,853	+0.1%	Shares	Sole	2021-04-30
2020-12-31	$464,974	5,848	+0.8%	Shares	Sole	2021-01-29
2020-09-30	$434,934	5,803	+123.2%	Shares	Sole	2020-11-05
2020-06-30	$204,438	2,600	-19.1%	Shares	Sole	2020-07-23
2020-03-31	$262,630	3,213	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.