Position in AWR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,055,655
-$47,853 QoQ
Shares Held
13,960
-8.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $21,458,802 across 10 Utilities - Regulated Water names. AWR ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
216,563 | $8,720,992 | |
| 2 | AWK |
American Water Works Company, Inc.
|
56,191 | $7,647,033 | |
| 3 | HTO |
H2o America
|
27,953 | $1,640,002 | |
| 4 | AWR |
American States Water Co
This page
|
13,960 | $1,055,655 | |
| 5 | CWT |
California Water Service Group
|
14,345 | $650,402 | |
| 6 | MSEX |
Middlesex Water Co
|
9,334 | $485,834 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
63,945 | $485,342 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
11,142 | $369,023 |
All Filings in AWR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,055,655 | 13,960 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,103,508 | 15,225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,116,895 | 28,872 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,607,666 | 34,016 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,433,280 | 43,636 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,395,819 | 43,693 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,631,444 | 43,600 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,438,874 | 47,387 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,343,772 | 46,287 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,677,365 | 45,727 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,500,866 | 44,495 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,633,381 | 41,763 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,723,157 | 41,885 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,767,617 | 40,709 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,133,745 | 40,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,379,323 | 41,459 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,666,288 | 41,185 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,243,626 | 41,025 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,381,033 | 39,535 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,146,995 | 39,555 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,975,420 | 39,347 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,125,379 | 39,308 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,875,531 | 38,366 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,143,076 | 39,973 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,388,449 | 41,454 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||