Position in AWR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,561
+$4,375 QoQ
Shares Held
624
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 408 holders
Holding Since
Dec 2023
9 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, 2026Plato Investment Management Ltd holds $4,015,934 across 2 Utilities - Regulated Water names. AWR ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
30,129 | $3,964,373 | |
| 2 | AWR |
American States Water Co
This page
|
624 | $51,561 |
All Filings in AWR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,561 | 624 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $47,186 | 624 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $45,227 | 624 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $8,497 | 108 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $40,647 | 523 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,915 | 23 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,669 | 23 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,661 | 23 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,849 | 23 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||