Position in AWR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$476,178
+$162,341 QoQ
Shares Held
6,297
+45.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 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, 2026ELCO Management Co., LLC holds $4,158,542 across 9 Utilities - Regulated Water names. AWR ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
13,179 | $1,793,529 | |
| 2 | AWR |
American States Water Co
This page
|
6,297 | $476,178 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
11,743 | $472,890 | |
| 4 | YORW |
York Water Co
|
13,176 | $401,209 | |
| 5 | CWT |
California Water Service Group
|
6,463 | $293,032 | |
| 6 | HTO |
H2o America
|
4,472 | $262,372 | |
| 7 | ARTNA |
Artesian Resources Corp
|
7,765 | $247,315 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
20,773 | $157,667 |
All Filings in AWR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,178 | 6,297 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $313,837 | 4,330 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $335,805 | 4,580 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $414,576 | 5,408 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $512,678 | 6,516 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $391,552 | 5,038 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $471,254 | 5,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $531,066 | 7,318 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $270,827 | 3,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $257,665 | 3,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $266,016 | 3,381 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $234,784 | 3,012 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $382,199 | 4,689 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $242,757 | 2,727 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $288,303 | 3,626 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $264,273 | 3,526 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||