Position in AWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,226,890
+$343,044 QoQ
Shares Held
14,848
+27.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#131
of 408 holders
Holding Since
Jun 2025
4 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, 2026Horizon Investments, LLC holds $2,165,713 across 2 Utilities - Regulated Water names. AWR ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
This page
|
14,848 | $1,226,890 | |
| 2 | AWK |
American Water Works Company, Inc.
|
7,135 | $938,823 |
All Filings in AWR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,890 | 14,848 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $883,846 | 11,688 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $566,030 | 7,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $537,233 | 7,008 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||