Corient Private Wealth LLC

Position in AWR — American States Water Co

CIK 1948780 MIAMI, FL

Position in AWR

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

Position Value

$2,223,379

+$1,712,106 QoQ

Shares Held

29,402

+316.8% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 88% Shared 0% None 11%

Utilities · as of Mar 31, 2026

Corient Private Wealth LLC holds $22,777,376 across 6 Utilities - Regulated Water names. AWR ranks #2 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	124,073	$16,885,094
2	AWR	American States Water Co This page	29,402	$2,223,379
3	WTRG	Essential Utilities, Inc.	41,571	$1,674,064
4	HTO	H2o America	15,460	$907,038
5	MSEX	Middlesex Water Co	16,613	$864,706
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	36,561	$223,095

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,223,379	29,402	+316.8%	Shares	Sole	2026-05-15
2025-12-31	$511,273	7,054	+0.9%	Shares	Sole	2026-03-09
2025-09-30	$512,800	6,994	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$537,463	7,011	-9.5%	Shares	Sole	2025-09-26
2025-03-31	$609,219	7,743	-3.8%	Shares	Sole	2025-05-14
2024-12-31	$625,646	8,050	-2.7%	Shares	Sole	2025-02-10
2024-09-30	$689,058	8,273	+13.4%	Shares	Sole	2024-11-12
2024-06-30	$529,325	7,294	-23.6%	Shares	Sole	2024-08-13
2024-03-31	$689,241	9,541	-71.1%	Shares	Sole	2024-05-09
2023-12-31	$2,655,387	33,019	+0.4%	Shares	Sole	2024-02-09
2023-09-30	$2,588,808	32,903	+0.3%	Shares	Sole	2023-11-03
2023-06-30	$2,855,340	32,820	+4.9%	Shares	Sole	2023-08-10
2023-03-31	$2,779,945	31,274	+34.6%	Shares	Sole	2023-05-15
2022-12-31	$2,150,584	23,237	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.