Position in AWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,725,430
+$2,180,441 QoQ
Shares Held
69,290
+47.8% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $207,364,764 across 12 Utilities - Regulated Water names. AWR ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,237,980 | $162,893,405 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
592,104 | $22,683,502 | |
| 3 | AWR |
American States Water Co
This page
|
69,290 | $5,725,430 | |
| 4 | CWT |
California Water Service Group
|
83,459 | $4,060,278 | |
| 5 | HTO |
H2o America
|
49,041 | $2,980,219 | |
| 6 | YORW |
York Water Co
|
89,264 | $2,735,940 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
335,286 | $2,427,470 | |
| 8 | ARTNA |
Artesian Resources Corp
|
43,525 | $1,479,414 |
All Filings in AWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,725,430 | 69,290 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,544,989 | 46,879 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,349,313 | 73,804 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,348,461 | 59,308 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,122,697 | 53,779 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,354,858 | 55,349 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,312,836 | 55,492 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,106,862 | 49,308 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,603,099 | 49,650 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,741,885 | 51,798 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,006,924 | 49,825 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,793,005 | 48,208 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,575,395 | 64,085 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,892,415 | 55,039 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,240,361 | 45,817 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,158,709 | 53,351 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,389,638 | 53,854 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,202,517 | 80,909 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,907,481 | 95,780 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,779,724 | 114,356 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,586,829 | 107,929 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,998,175 | 92,544 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,878,164 | 111,661 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,037,843 | 120,585 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $9,631,072 | 122,486 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,629,298 | 117,804 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||