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Equibles

Baird Financial Group, Inc.

Position in AWR — American States Water Co

CIK 1648711 MILWAUKEE, WI
Back to AWR Full portfolio

Position in AWR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$599,728
+$46,342 QoQ
Shares Held
7,258
-0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 409 holders
Holding Since
Jun 2022
15 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, 2026

Baird Financial Group, Inc. holds $42,832,076 across 7 Utilities - Regulated Water names. AWR ranks #5 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 253,025 $33,293,028
2 WTRG
Essential Utilities, Inc.
 126,558 $4,848,436
3 MSEX
Middlesex Water Co
 29,878 $1,677,948
4 HTO
H2o America
 25,269 $1,535,597
5 AWR
American States Water Co
This page 		7,258 $599,728
6 YORW
York Water Co
 18,312 $561,261
7 CWT
California Water Service Group
 6,497 $316,078

All Filings in AWR

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $599,728 7,258
2026-03-31 $553,386 7,318
2025-12-31 $465,176 6,418
2025-09-30 $384,196 5,240
2025-06-30 $249,911 3,260
2025-03-31 $256,496 3,260
2024-12-31 $204,792 2,635
2024-09-30 $219,469 2,635
2023-12-31 $654,216 8,135
2023-09-30 $658,708 8,372
2023-06-30 $725,232 8,336
2023-03-31 $809,521 9,107
2022-12-31 $864,324 9,339
2022-09-30 $668,031 8,570
2022-06-30 $620,128 7,608