Position in AWR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,544,989
-$1,804,324 QoQ
Shares Held
46,879
-36.5% QoQ
Ownership
0.120%
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
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $217,863,917 across 13 Utilities - Regulated Water names. AWR ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,320,145 | $179,658,530 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
614,980 | $24,765,243 | |
| 3 | AWR |
American States Water Co
This page
|
46,879 | $3,544,989 | |
| 4 | CWT |
California Water Service Group
|
52,807 | $2,394,267 | |
| 5 | GWRS |
Global Water Resources, Inc.
|
310,600 | $2,357,452 | |
| 6 | HTO |
H2o America
|
32,540 | $1,909,120 | |
| 7 | ARTNA |
Artesian Resources Corp
|
37,785 | $1,203,452 | |
| 8 | YORW |
York Water Co
|
21,970 | $668,985 |
All Filings in AWR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||