Private Wealth Management Group, LLC
Position in AWR — American States Water Co
CIK 2011342
PRINCETON, NJ
Position in AWR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,156
+$98 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#383
of 408 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Private Wealth Management Group, LLC holds $50,790 across 7 Utilities - Regulated Water names. AWR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
232 | $30,526 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
232 | $8,887 | |
| 3 | GWRS |
Global Water Resources, Inc.
|
621 | $4,496 | |
| 4 | CWT |
California Water Service Group
|
65 | $3,162 | |
| 5 | ARTNA |
Artesian Resources Corp
|
49 | $1,665 | |
| 6 | AWR |
American States Water Co
This page
|
14 | $1,156 | |
| 7 | MSEX |
Middlesex Water Co
|
16 | $898 |
All Filings in AWR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156 | 14 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,058 | 14 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,014 | 14 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,026 | 14 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,073 | 14 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,101 | 14 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,088 | 14 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,166 | 14 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,015 | 14 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,600 | 36 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||