Position in AWR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$413
+$187 QoQ
Shares Held
5
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 406 holders
Holding Since
Mar 2025
4 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, 2026Hughes Financial Services, LLC holds $70,620 across 9 Utilities - Regulated Water names. AWR ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
855 | $51,958 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,570 | $14,854 | |
| 3 | AWK |
American Water Works Company, Inc.
|
21 | $2,763 | |
| 4 | AWR |
American States Water Co
This page
|
5 | $413 | |
| 5 | MSEX |
Middlesex Water Co
|
4 | $224 | |
| 6 | WTRG |
Essential Utilities, Inc.
|
5 | $191 | |
| 7 | CWT |
California Water Service Group
|
2 | $97 | |
| 8 | YORW |
York Water Co
|
2 | $61 |
All Filings in AWR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413 | 5 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $226 | 3 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $144 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $550 | 7 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||