Envestnet Portfolio Solutions, Inc.

Position in AWR — American States Water Co

CIK 1998033 BERWYN, PA

Position in AWR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$267,638

-$119,612 QoQ

Shares Held

3,239

-36.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#260

of 408 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $1,594,556 across 4 Utilities - Regulated Water names. AWR ranks #4 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	13,801	$528,716
2	HTO	H2o America	6,650	$404,120
3	AWK	American Water Works Company, Inc.	2,995	$394,082
4	AWR	American States Water Co This page	3,239	$267,638

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,638	3,239	-36.8%	Shares	Sole	2026-07-20
2026-03-31	$387,250	5,121	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$371,822	5,130	+48.1%	Shares	Sole	2026-02-06
2025-09-30	$253,907	3,463	-5.8%	Shares	Sole	2025-10-30
2025-06-30	$281,802	3,676	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.