Position in AWR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$522,080
+$46,322 QoQ
Shares Held
6,904
+5.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Inspire Investing, LLC holds $5,272,560 across 10 Utilities - Regulated Water names. AWR ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWCO |
Consolidated Water Co. Ltd.
|
52,813 | $1,749,166 | |
| 2 | AWK |
American Water Works Company, Inc.
|
9,232 | $1,256,382 | |
| 3 | AWR |
American States Water Co
This page
|
6,904 | $522,080 | |
| 4 | YORW |
York Water Co
|
16,853 | $513,173 | |
| 5 | MSEX |
Middlesex Water Co
|
9,857 | $513,056 | |
| 6 | WTRG |
Essential Utilities, Inc.
|
12,184 | $490,649 | |
| 7 | HTO |
H2o America
|
3,619 | $212,326 | |
| 8 | ARTNA |
Artesian Resources Corp
|
262 | $8,344 |
All Filings in AWR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||