Position in AWR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,139
+$266 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 408 holders
Holding Since
Sep 2020
16 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, 2026NewEdge Advisors, LLC holds $3,418,016 across 4 Utilities - Regulated Water names. AWR ranks #4 (0.1% of the industry book) .
All Filings in AWR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,139 | 38 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,873 | 38 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,754 | 38 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,786 | 38 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,913 | 38 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,989 | 38 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,953 | 38 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,906 | 239 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,344 | 239 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $21,672 | 300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $29,835 | 371 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,621 | 135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,839 | 297 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,778 | 380 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4 | 38 | Shares | Sole | 2023-02-14 | |
| 2020-09-30 | $48,000 | 21,720 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||