Position in AWR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,148
+$712 QoQ
Shares Held
26
+36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 408 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $44,287 across 9 Utilities - Regulated Water names. AWR ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
406 | $15,553 | |
| 2 | AWK |
American Water Works Company, Inc.
|
82 | $10,789 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,310 | $7,571 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
136 | $4,012 | |
| 5 | CWT |
California Water Service Group
|
46 | $2,237 | |
| 6 | AWR |
American States Water Co
This page
|
26 | $2,148 | |
| 7 | HTO |
H2o America
|
24 | $1,458 | |
| 8 | MSEX |
Middlesex Water Co
|
6 | $336 |
All Filings in AWR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,148 | 26 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,436 | 19 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,246 | 31 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,393 | 19 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,763 | 23 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,258 | 16 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,398 | 18 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,499 | 18 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,233 | 17 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,228 | 17 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,930 | 24 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,888 | 24 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,088 | 24 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,222 | 25 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,591 | 28 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,026 | 26 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,282 | 28 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,424 | 16 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $827 | 8 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||