Position in AWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$504,208
+$212,240 QoQ
Shares Held
6,102
+58.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 406 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $39,109,847 across 12 Utilities - Regulated Water names. AWR ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
760,238 | $29,124,717 | |
| 2 | AWK |
American Water Works Company, Inc.
|
69,529 | $9,148,625 | |
| 3 | AWR |
American States Water Co
This page
|
6,102 | $504,208 | |
| 4 | CWT |
California Water Service Group
|
1,456 | $70,834 | |
| 5 | YORW |
York Water Co
|
1,969 | $60,349 | |
| 6 | ARTNA |
Artesian Resources Corp
|
1,518 | $51,596 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
8,102 | $46,829 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
1,150 | $33,925 |
All Filings in AWR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,208 | 6,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,968 | 3,861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,958 | 2,814 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $101,108 | 1,379 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $104,334 | 1,361 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $63,888 | 812 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $42,046 | 541 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,075 | 181 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $32,168 | 400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $31,472 | 400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,800 | 400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $35,556 | 400 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $46,275 | 500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $38,975 | 500 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $57,773 | 649 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $101,888 | 985 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||