Position in AWR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$685,581
+$163,501 QoQ
Shares Held
8,297
+20.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#170
of 409 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Inspire Investing, LLC holds $5,147,702 across 9 Utilities - Regulated Water names. AWR ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
13,627 | $1,793,040 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
31,012 | $1,188,069 | |
| 3 | AWR |
American States Water Co
This page
|
8,297 | $685,581 | |
| 4 | YORW |
York Water Co
|
22,034 | $675,342 | |
| 5 | MSEX |
Middlesex Water Co
|
11,993 | $673,526 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,646 | $101,993 | |
| 7 | HTO |
H2o America
|
201 | $12,214 | |
| 8 | ARTNA |
Artesian Resources Corp
|
264 | $8,973 |
All Filings in AWR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,581 | 8,297 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $522,080 | 6,904 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $475,758 | 6,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $461,036 | 6,288 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $399,858 | 5,216 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $349,968 | 4,448 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $408,574 | 5,257 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $420,697 | 5,051 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $358,132 | 4,935 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $363,078 | 5,026 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $392,932 | 4,886 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $314,483 | 3,997 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $322,074 | 3,702 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $282,225 | 3,175 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $241,185 | 2,606 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $212,335 | 2,724 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $218,691 | 2,683 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $248,543 | 2,792 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $265,013 | 2,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $247,665 | 2,896 | Shares | Defined | 2021-11-09 | |
| 2020-06-30 | $261,051 | 3,320 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $250,860 | 3,069 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||