Position in AWR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$239,213
+$20,294 QoQ
Shares Held
2,895
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 408 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Modera Wealth Management, LLC holds $446,738 across 2 Utilities - Regulated Water names. AWR ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
This page
|
2,895 | $239,213 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
5,417 | $207,525 |
All Filings in AWR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,213 | 2,895 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $218,919 | 2,895 | Shares | Sole | 2026-05-06 | |
| 2024-09-30 | $208,141 | 2,499 | Shares | Sole | 2024-10-24 | |
| 2023-06-30 | $217,065 | 2,495 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $221,780 | 2,495 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $325,683 | 3,519 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $274,306 | 3,519 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $286,833 | 3,519 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $261,896 | 2,942 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $369,073 | 3,568 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||