EverSource Wealth Advisors, LLC
Position in AWR — American States Water Co
CIK 1710537
BIRMINGHAM, AL
Position in AWR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$159,638
+$33,963 QoQ
Shares Held
1,932
+16.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#299
of 408 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $824,125 across 13 Utilities - Regulated Water names. AWR ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,311 | $304,077 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,723 | $180,934 | |
| 3 | AWR |
American States Water Co
This page
|
1,932 | $159,638 | |
| 4 | CWT |
California Water Service Group
|
1,113 | $54,145 | |
| 5 | HTO |
H2o America
|
754 | $45,818 | |
| 6 | YORW |
York Water Co
|
866 | $26,542 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
3,427 | $19,807 | |
| 8 | MSEX |
Middlesex Water Co
|
231 | $12,971 |
All Filings in AWR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,638 | 1,932 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $125,675 | 1,662 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $122,270 | 1,687 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $115,844 | 1,580 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $55,270 | 721 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,980 | 165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,238 | 106 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,247 | 51 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,701 | 51 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,083 | 15 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,146 | 64 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $83,715 | 1,064 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $92,220 | 1,060 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $104,356 | 1,174 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $113,373 | 1,225 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $94,785 | 1,216 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $90,474 | 1,110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,639 | 142 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $14,687 | 142 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||