Position in AWR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,280,772
+$455,061 QoQ
Shares Held
56,609
+7.2% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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 Mar 31, 2026Cetera Investment Advisers holds $25,523,407 across 7 Utilities - Regulated Water names. AWR ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
249,090 | $10,030,854 | |
| 2 | AWK |
American Water Works Company, Inc.
|
68,547 | $9,328,561 | |
| 3 | AWR |
American States Water Co
This page
|
56,609 | $4,280,772 | |
| 4 | HTO |
H2o America
|
12,199 | $715,715 | |
| 5 | CWT |
California Water Service Group
|
13,714 | $621,792 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
44,755 | $273,095 | |
| 7 | YORW |
York Water Co
|
8,953 | $272,618 |
All Filings in AWR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,280,772 | 56,609 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,825,711 | 52,783 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,496,754 | 20,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,155,956 | 15,079 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,137,712 | 14,460 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,094,997 | 14,089 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,216,700 | 14,608 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,045,080 | 14,401 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,038,955 | 14,382 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $548,544 | 6,821 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $522,907 | 6,646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $542,097 | 6,231 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $255,736 | 2,877 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $313,929 | 3,392 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $212,252 | 2,604 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $223,351 | 2,509 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $267,185 | 2,583 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||