Position in AWR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$288,957
-$28,420 QoQ
Shares Held
3,497
-16.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#249
of 408 holders
Holding Since
Dec 2022
12 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, 2026Meeder Advisory Services, Inc. holds $1,761,966 across 3 Utilities - Regulated Water names. AWR ranks #3 (16.4% of the industry book) .
All Filings in AWR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,957 | 3,497 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $317,377 | 4,197 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $573,534 | 7,913 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $250,094 | 3,411 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $292,611 | 3,817 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $207,356 | 2,668 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $221,634 | 2,661 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $204,429 | 2,817 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $258,149 | 3,281 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $381,843 | 4,389 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $450,405 | 5,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $523,092 | 5,652 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||