HCR Wealth Advisors

Position in AWR — American States Water Co

CIK 1697715 LOS ANGELES, CA

Position in AWR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,049,814

+$84,147 QoQ

Shares Held

12,705

-0.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#143

of 408 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HCR Wealth Advisors holds $4,782,023 across 3 Utilities - Regulated Water names. AWR ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	25,569	$3,364,369
2	AWR	American States Water Co This page	12,705	$1,049,814
3	CDZI	Cadiz Inc	88,000	$367,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,049,814	12,705	-0.5%	Shares	Sole	2026-07-13
2026-03-31	$965,667	12,770	-3.1%	Shares	Sole	2026-04-21
2025-12-31	$954,996	13,176	-4.1%	Shares	Sole	2026-01-27
2025-09-30	$1,007,270	13,738	+19.7%	Shares	Sole	2025-10-03
2025-06-30	$880,133	11,481	+5.5%	Shares	Sole	2025-07-17
2025-03-31	$856,510	10,886	-1.0%	Shares	Sole	2025-04-21
2024-12-31	$854,453	10,994	-5.1%	Shares	Sole	2025-01-14
2024-09-30	$964,914	11,585	+0.2%	Shares	Sole	2024-10-10
2024-06-30	$839,344	11,566	-0.1%	Shares	Sole	2024-08-07
2024-03-31	$836,322	11,577	-4.7%	Shares	Sole	2024-05-10
2023-12-31	$976,781	12,146	+4.0%	Shares	Sole	2024-02-09
2023-09-30	$918,825	11,678	-24.8%	Shares	Sole	2023-10-20
2023-06-30	$1,350,936	15,528	+0.5%	Shares	Sole	2023-08-10
2023-03-31	$1,373,083	15,447	-5.4%	Shares	Sole	2023-05-12
2022-12-31	$1,511,434	16,331	-4.1%	Shares	Sole	2023-02-13
2022-09-30	$1,327,332	17,028	-0.1%	Shares	Sole	2022-11-07
2022-06-30	$1,389,663	17,049	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$1,528,918	17,175	-10.6%	Shares	Sole	2022-05-05
2021-12-31	$1,987,496	19,214	-3.8%	Shares	Sole	2022-02-04
2021-09-30	$1,708,946	19,983	-0.1%	Shares	Sole	2021-11-02
2021-06-30	$1,590,881	19,996	+4.2%	Shares	Sole	2021-07-21
2021-03-31	$1,451,601	19,196	-11.9%	Shares	Sole	2021-05-13
2020-12-31	$1,732,363	21,788	+1.2%	Shares	Sole	2021-02-04
2020-09-30	$1,613,898	21,533	-0.4%	Shares	Sole	2020-11-05
2020-06-30	$1,699,823	21,618	+1.9%	Shares	Sole	2020-07-30
2020-03-31	$1,733,950	21,213	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.