Waverly Advisors, LLC

Position in AWR — American States Water Co

CIK 1568787 BIRMINGHAM, AL

Position in AWR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$482,889

+$158,328 QoQ

Shares Held

5,844

+36.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#206

of 408 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $16,337,709 across 3 Utilities - Regulated Water names. AWR ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	102,956	$13,546,950
2	WTRG	Essential Utilities, Inc.	60,242	$2,307,870
3	AWR	American States Water Co This page	5,844	$482,889

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,889	5,844	+36.2%	Shares	Sole	2026-08-14
2026-03-31	$324,561	4,292	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.