Position in AWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,869,716
+$1,665,336 QoQ
Shares Held
228,364
+0.4% QoQ
Ownership
0.576%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 409 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Legal & General Group Plc holds $734,729,128 across 11 Utilities - Regulated Water names. AWR ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,372,753 | $443,786,838 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
3,504,219 | $134,246,628 | |
| 3 | CWT |
California Water Service Group
|
807,510 | $39,285,360 | |
| 4 | HTO |
H2o America
|
571,546 | $34,732,849 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
5,062,447 | $29,260,943 | |
| 6 | MSEX |
Middlesex Water Co
|
437,504 | $24,570,223 | |
| 7 | AWR |
American States Water Co
This page
|
228,364 | $18,869,716 | |
| 8 | YORW |
York Water Co
|
321,660 | $9,858,878 |
All Filings in AWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,869,716 | 228,364 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,204,380 | 227,511 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $17,717,082 | 244,441 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $18,286,373 | 249,405 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,076,288 | 444,512 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $32,752,201 | 416,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,220,130 | 363,100 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,432,749 | 365,383 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $28,157,594 | 388,006 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $28,090,451 | 388,849 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $29,543,895 | 367,370 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $27,792,450 | 353,234 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,697,080 | 352,840 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,865,860 | 234,738 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $30,305,682 | 327,452 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,578,336 | 315,309 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,894,234 | 354,487 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $33,944,215 | 381,310 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,262,629 | 398,904 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,522,143 | 380,287 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,769,026 | 298,756 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,093,589 | 331,838 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,386,588 | 319,288 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,501,079 | 326,899 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,380,567 | 310,067 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,639,780 | 289,207 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||