Merit Financial Group, LLC

Position in AWR — American States Water Co

CIK 1621225 ALPHARETTA, GA

Position in AWR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$762,177

+$328,120 QoQ

Shares Held

9,224

+60.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#166

of 408 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $4,076,818 across 5 Utilities - Regulated Water names. AWR ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	12,722	$1,673,955
2	WTRG	Essential Utilities, Inc.	20,829	$797,954
3	AWR	American States Water Co This page	9,224	$762,177
4	YORW	York Water Co	17,221	$527,823
5	CWT	California Water Service Group	6,473	$314,909

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,177	9,224	+60.7%	Shares	Other	2026-07-20
2026-03-31	$434,057	5,740	+0.4%	Shares	Other	2026-04-15
2025-12-31	$414,366	5,717	+72.8%	Shares	Other	2026-01-26
2025-09-30	$242,541	3,308	—	Shares	Other	2025-11-07
No filing history on record for this holder in this stock.