Position in AWR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$97,420
+$49,024 QoQ
Shares Held
1,179
+84.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $601,298 across 11 Utilities - Regulated Water names. AWR ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
5,583 | $213,884 | |
| 2 | AWK |
American Water Works Company, Inc.
|
855 | $112,500 | |
| 3 | AWR |
American States Water Co
This page
|
1,179 | $97,420 | |
| 4 | HTO |
H2o America
|
1,436 | $87,265 | |
| 5 | CWT |
California Water Service Group
|
1,213 | $59,012 | |
| 6 | YORW |
York Water Co
|
376 | $11,524 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
244 | $7,198 | |
| 8 | MSEX |
Middlesex Water Co
|
110 | $6,177 |
All Filings in AWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,420 | 1,179 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,396 | 640 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,791 | 549 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,843 | 257 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $23,381 | 305 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $15,657 | 199 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,466 | 199 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,825 | 190 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $6,603 | 91 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,573 | 91 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $7,318 | 91 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,159 | 91 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,917 | 91 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,177 | 92 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $36 | 437 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,741 | 497 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $40,510 | 497 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $29,020 | 326 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $17,377 | 168 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $13,854 | 162 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $12,252 | 154 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $11,645 | 154 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $12,244 | 154 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $69,778 | 931 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $81,146 | 1,032 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $84,682 | 1,036 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||