RITHOLTZ WEALTH MANAGEMENT

Position in AWR — American States Water Co

CIK 1698218 NEW YORK, NY

Position in AWR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$378,528

+$71,360 QoQ

Shares Held

4,581

+12.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#222

of 408 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $898,242 across 3 Utilities - Regulated Water names. AWR ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co This page	4,581	$378,528
2	WTRG	Essential Utilities, Inc.	7,868	$301,423
3	AWK	American Water Works Company, Inc.	1,659	$218,291

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,528	4,581	+12.8%	Shares	Sole	2026-08-11
2026-03-31	$307,168	4,062	-8.6%	Shares	Sole	2026-04-20
2025-12-31	$322,028	4,443	+2.4%	Shares	Sole	2026-01-23
2025-09-30	$317,988	4,337	-9.5%	Shares	Sole	2025-10-28
2025-06-30	$367,508	4,794	+6.6%	Shares	Sole	2025-07-28
2025-03-31	$353,902	4,498	-15.5%	Shares	Sole	2025-04-17
2024-12-31	$413,781	5,324	-2.7%	Shares	Sole	2025-01-15
2024-09-30	$455,929	5,474	-1.8%	Shares	Sole	2024-10-10
2024-06-30	$404,432	5,573	-13.1%	Shares	Sole	2024-08-01
2024-03-31	$463,347	6,414	+0.1%	Shares	Sole	2024-04-24
2023-12-31	$515,250	6,407	+3.3%	Shares	Sole	2024-01-18
2023-09-30	$487,973	6,202	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.