Position in AWR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$553,386
+$88,210 QoQ
Shares Held
7,318
+14.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 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 Mar 31, 2026Baird Financial Group, Inc. holds $43,617,456 across 7 Utilities - Regulated Water names. AWR ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
251,020 | $34,161,311 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
129,188 | $5,202,400 | |
| 3 | MSEX |
Middlesex Water Co
|
31,395 | $1,634,109 | |
| 4 | HTO |
H2o America
|
24,322 | $1,426,971 | |
| 5 | AWR |
American States Water Co
This page
|
7,318 | $553,386 | |
| 6 | CWT |
California Water Service Group
|
7,913 | $358,774 | |
| 7 | YORW |
York Water Co
|
9,212 | $280,505 |
All Filings in AWR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,386 | 7,318 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $465,176 | 6,418 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $384,196 | 5,240 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $249,911 | 3,260 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $256,496 | 3,260 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $204,792 | 2,635 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $219,469 | 2,635 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $654,216 | 8,135 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $658,708 | 8,372 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $725,232 | 8,336 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $809,521 | 9,107 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $864,324 | 9,339 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $668,031 | 8,570 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $620,128 | 7,608 | Shares | Defined | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||