Position in AWR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,226,025
+$442,222 QoQ
Shares Held
29,437
+19.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 20%
Shared 26%
None 54%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $111,758,819 across 8 Utilities - Regulated Water names. AWR ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
1,309,679 | $76,838,866 | |
| 2 | AWK |
American Water Works Company, Inc.
|
207,706 | $28,266,708 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
71,559 | $2,881,679 | |
| 4 | AWR |
American States Water Co
This page
|
29,437 | $2,226,025 | |
| 5 | CWT |
California Water Service Group
|
19,116 | $866,719 | |
| 6 | MSEX |
Middlesex Water Co
|
5,777 | $300,692 | |
| 7 | YORW |
York Water Co
|
7,150 | $217,717 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
26,289 | $160,413 |
All Filings in AWR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,226,025 | 29,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,783,803 | 24,611 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,083,742 | 14,781 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $739,462 | 9,646 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $646,277 | 8,214 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $586,630 | 7,548 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $660,156 | 7,926 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $457,553 | 6,305 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $461,180 | 6,384 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $690,003 | 8,580 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $627,394 | 7,974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $713,400 | 8,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $498,317 | 5,606 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $498,659 | 5,388 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||