STIFEL FINANCIAL CORP

Position in AWR — American States Water Co

CIK 720672 ST. LOUIS, MO

Position in AWR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$667,235

+$45,716 QoQ

Shares Held

8,075

-1.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#172

of 406 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $126,288,203 across 5 Utilities - Regulated Water names. AWR ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	870,325	$114,517,361
2	WTRG	Essential Utilities, Inc.	261,289	$10,009,980
3	HTO	H2o America	14,545	$883,899
4	AWR	American States Water Co This page	8,075	$667,235
5	CWT	California Water Service Group	4,311	$209,728

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,235	8,075	-1.8%	Shares	Defined	2026-08-12
2026-03-31	$621,519	8,219	-9.9%	Shares	Defined	2026-05-12
2025-12-31	$661,306	9,124	-15.3%	Shares	Defined	2026-02-13
2025-09-30	$789,435	10,767	-26.1%	Shares	Defined	2025-11-12
2025-06-30	$1,117,471	14,577	+27.5%	Shares	Defined	2025-08-14
2025-03-31	$899,705	11,435	-49.4%	Shares	Defined	2025-05-14
2024-12-31	$1,754,994	22,581	+5.9%	Shares	Defined	2025-02-13
2024-09-30	$1,776,324	21,327	+110.5%	Shares	Defined	2024-11-14
2024-06-30	$735,132	10,130	-3.2%	Shares	Defined	2024-08-13
2024-03-31	$756,134	10,467	-15.0%	Shares	Defined	2024-05-14
2023-12-31	$990,209	12,313	+6.0%	Shares	Defined	2024-02-12
2023-09-30	$914,261	11,620	-2.4%	Shares	Defined	2023-11-13
2023-06-30	$1,035,387	11,901	+2.7%	Shares	Defined	2023-08-14
2023-03-31	$1,029,789	11,585	+0.0%	Shares	Defined	2023-05-12
2022-12-31	$1,071,913	11,582	0.0%	Shares	Defined	2023-02-13
2022-09-30	$902,816	11,582	-0.0%	Shares	Defined	2022-11-14
2022-06-30	$944,456	11,587	-1.6%	Shares	Defined	2022-08-15
2022-03-31	$1,047,942	11,772	-0.5%	Shares	Defined	2022-05-13
2021-12-31	$1,223,901	11,832	+1.7%	Shares	Defined	2022-02-14
2021-09-30	$994,768	11,632	-2.1%	Shares	Defined	2021-11-15
2021-06-30	$945,331	11,882	-32.8%	Shares	Defined	2021-08-13
2021-03-31	$1,337,641	17,689	+2.4%	Shares	Defined	2021-05-14
2020-12-31	$1,372,818	17,266	+20.2%	Shares	Defined	2021-02-12
2020-09-30	$1,076,730	14,366	+6.3%	Shares	Defined	2020-11-16
2020-06-30	$1,062,762	13,516	+4.1%	Shares	Defined	2020-08-14
2020-03-31	$1,060,820	12,978	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.