Position in AWR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$244,997
New position
Shares Held
2,965
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#273
of 408 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $513,288 across 2 Utilities - Regulated Water names. AWR ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,039 | $268,291 | |
| 2 | AWR |
American States Water Co
This page
|
2,965 | $244,997 |
All Filings in AWR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,997 | 2,965 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||