Krilogy Financial LLC

Position in AWR — American States Water Co

CIK 1659047 ST. LOUIS, MO

Position in AWR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$293,997

+$56,097 QoQ

Shares Held

3,558

+13.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#245

of 408 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Krilogy Financial LLC holds $1,019,952 across 3 Utilities - Regulated Water names. AWR ranks #3 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	2,875	$378,292
2	WTRG	Essential Utilities, Inc.	9,075	$347,663
3	AWR	American States Water Co This page	3,558	$293,997

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,997	3,558	+13.1%	Shares	Sole	2026-07-27
2026-03-31	$237,900	3,146	+3.1%	Shares	Sole	2026-04-17
2025-09-30	$223,772	3,052	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.