IEQ CAPITAL, LLC

Position in AWR — American States Water Co

CIK 1779789 Foster City, CA

Position in AWR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,544,308

+$647,784 QoQ

Shares Held

60,094

+11.8% QoQ

Ownership

0.153%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Utilities · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $7,034,732 across 5 Utilities - Regulated Water names. AWR ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co This page	60,094	$4,544,308
2	HTO	H2o America	30,010	$1,760,686
3	WTRG	Essential Utilities, Inc.	12,469	$502,126
4	CDZI	Cadiz Inc	34,117	$167,514
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,849	$60,098

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,544,308	60,094	+11.8%	Shares	Other	2026-05-15
2025-12-31	$3,896,524	53,760	+32.8%	Shares	Other	2026-02-13
2025-09-30	$2,968,580	40,488	—	Shares	Other	2025-11-14
No filing history on record for this holder in this stock.