Position in AWR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$964,292
+$282,729 QoQ
Shares Held
11,670
+29.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 408 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ethic Inc. holds $18,820,920 across 7 Utilities - Regulated Water names. AWR ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
114,815 | $15,107,357 | |
| 2 | AWR |
American States Water Co
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|
11,670 | $964,292 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
21,478 | $822,822 | |
| 4 | HTO |
H2o America
|
12,742 | $774,331 | |
| 5 | CWT |
California Water Service Group
|
12,749 | $620,238 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,359 | $302,635 | |
| 7 | MSEX |
Middlesex Water Co
|
4,082 | $229,245 |
All Filings in AWR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,292 | 11,670 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $681,563 | 9,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,041,030 | 14,363 | Shares | Sole | 2026-02-03 | |
| 2023-06-30 | $312,939 | 3,597 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,870 | 3,891 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $439,705 | 4,751 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $249,974 | 2,923 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||