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Equibles

Cornerstone Wealth Management, LLC

Position in AWR — American States Water Co

CIK 1674117 ST. PETERS, MO
Back to AWR Full portfolio

Position in AWR

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$5,528,277
+$604,054 QoQ
Shares Held
66,904
+2.7% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#51
of 409 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 7% Shared 0% None 93%

Common Shares in AWR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $5,765,647 across 2 Utilities - Regulated Water names. AWR ranks #1 (95.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWR
American States Water Co
This page 		66,904 $5,528,277
2 AWK
American Water Works Company, Inc.
 1,804 $237,370

All Filings in AWR

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,528,277 66,904
2026-03-31 $4,924,223 65,118
2025-12-31 $4,371,196 60,309
2025-09-30 $4,185,032 57,079
2025-06-30 $4,149,145 54,124
2025-03-31 $3,959,177 50,320
2024-12-31 $3,685,793 47,424
2024-09-30 $3,912,547 46,975
2024-06-30 $3,272,036 45,088
2024-03-31 $2,946,163 40,783
2023-12-31 $3,077,753 38,271
2023-09-30 $2,818,396 35,821
2023-06-30 $2,996,193 34,439
2023-03-31 $2,798,346 31,481
2022-09-30 $2,109,638 27,064
2022-06-30 $1,937,655 23,772
2022-03-31 $1,876,274 21,077
2021-12-31 $2,043,664 19,757
2021-09-30 $1,627,873 19,035
2021-06-30 $1,341,142 16,857
2021-03-31 $1,163,262 15,383
2020-12-31 $1,129,598 14,207
2020-09-30 $1,003,430 13,388
2020-06-30 $944,896 12,017
2020-03-31 $925,950 11,328