Position in AWR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$320,769
+$29,179 QoQ
Shares Held
3,882
+0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#232
of 408 holders
Holding Since
Sep 2023
12 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, 2026Pathway Financial Advisers, LLC holds $1,482,864 across 2 Utilities - Regulated Water names. AWR ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
30,334 | $1,162,095 | |
| 2 | AWR |
American States Water Co
This page
|
3,882 | $320,769 |
All Filings in AWR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,769 | 3,882 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $291,590 | 3,856 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $277,670 | 3,831 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $279,055 | 3,806 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $289,698 | 3,779 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $295,600 | 3,757 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $290,284 | 3,735 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $309,339 | 3,714 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $268,073 | 3,694 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $265,193 | 3,671 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $293,533 | 3,650 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $285,608 | 3,630 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||