Position in AWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$90,397
-$138,882 QoQ
Shares Held
1,094
-63.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 408 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $2,584,835 across 3 Utilities - Regulated Water names. AWR ranks #3 (3.5% of the industry book) .
All Filings in AWR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,397 | 1,094 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $229,279 | 3,032 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $347,396 | 4,793 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $382,143 | 5,212 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $405,531 | 5,290 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $290,879 | 3,697 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $463,988 | 5,970 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||