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Equibles

RAYMOND JAMES FINANCIAL INC

Position in AWR — American States Water Co

CIK 720005 ST. PETERSBURG, FL
Back to AWR Full portfolio

Position in AWR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,953,915
+$1,149,020 QoQ
Shares Held
59,953
+19.2% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 409 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 9% Shared 0% None 91%

Common Shares in AWR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

RAYMOND JAMES FINANCIAL INC holds $226,024,702 across 10 Utilities - Regulated Water names. AWR ranks #5 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 1,305,302 $171,751,635
2 HTO
H2o America
 315,073 $19,146,985
3 CWT
California Water Service Group
 283,593 $13,796,799
4 WTRG
Essential Utilities, Inc.
 292,042 $11,188,127
5 AWR
American States Water Co
This page 		59,953 $4,953,915
6 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 352,700 $2,038,605
7 MSEX
Middlesex Water Co
 21,212 $1,191,265
8 ARTNA
Artesian Resources Corp
 27,361 $929,999

All Filings in AWR

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,953,915 59,953
2026-03-31 $3,804,895 50,316
2025-12-31 $3,728,659 51,444
2025-09-30 $4,021,234 54,845
2025-06-30 $5,016,859 65,443
2025-03-31 $5,115,615 65,018
2024-12-31 $5,233,896 67,343