JOURNEY STRATEGIC WEALTH LLC

Position in AWR — American States Water Co

CIK 1909316 SUMMIT, NJ

Position in AWR

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

Position Value

$316,543

New position

Shares Held

4,186

first reported quarter

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $1,150,721 across 4 Utilities - Regulated Water names. AWR ranks #1 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co This page	4,186	$316,543
2	CWCO	Consolidated Water Co. Ltd.	9,453	$313,080
3	WTRG	Essential Utilities, Inc.	7,033	$283,217
4	AWK	American Water Works Company, Inc.	1,748	$237,881

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$316,543	4,186	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.