WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AWR — American States Water Co

CIK 1632972 PLYMOUTH, MN

Position in AWR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,133,164

+$1,396,249 QoQ

Shares Held

37,918

+65.1% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 33 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,879,119 across 8 Utilities - Regulated Water names. AWR ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	138,233	$18,188,698
2	WTRG	Essential Utilities, Inc.	96,716	$3,705,189
3	AWR	American States Water Co This page	37,918	$3,133,164
4	CWT	California Water Service Group	26,053	$1,267,478
5	HTO	H2o America	13,813	$839,416
6	YORW	York Water Co	14,117	$432,686
7	MSEX	Middlesex Water Co	3,736	$209,813
8	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	17,764	$102,675

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,133,164	37,918	+65.1%	Shares	Sole	2026-07-15
2026-03-31	$1,736,915	22,969	+5.2%	Shares	Sole	2026-04-08
2025-12-31	$1,581,876	21,825	+18.7%	Shares	Sole	2026-01-08
2025-09-30	$1,348,061	18,386	+59.0%	Shares	Sole	2025-10-29
2025-06-30	$886,572	11,565	+111.5%	Shares	Sole	2025-07-10
2025-03-31	$430,222	5,468	+1.9%	Shares	Sole	2025-04-16
2024-12-31	$416,890	5,364	+21.7%	Shares	Sole	2025-03-17
2024-09-30	$367,059	4,407	+20.3%	Shares	Sole	2024-10-24
2024-06-30	$265,823	3,663	+9.8%	Shares	Sole	2024-07-16
2024-03-31	$240,920	3,335	+1.6%	Shares	Sole	2024-04-15
2023-12-31	$263,938	3,282	-4.1%	Shares	Sole	2024-01-30
2023-09-30	$269,400	3,424	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.