Position in AWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,135,348
-$1,001,438 QoQ
Shares Held
86,353
-19.7% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 409 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 79%
None 21%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $88,183,141 across 9 Utilities - Regulated Water names. AWR ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
406,504 | $53,487,793 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
322,647 | $12,360,606 | |
| 3 | AWR |
American States Water Co
This page
|
86,353 | $7,135,348 | |
| 4 | CWT |
California Water Service Group
|
130,513 | $6,349,456 | |
| 5 | HTO |
H2o America
|
79,081 | $4,805,751 | |
| 6 | MSEX |
Middlesex Water Co
|
36,963 | $2,075,841 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
193,024 | $1,115,678 | |
| 8 | ARTNA |
Artesian Resources Corp
|
15,046 | $511,412 |
All Filings in AWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,135,348 | 86,353 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,136,786 | 107,601 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,201,401 | 113,154 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,339,636 | 113,743 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,019,767 | 130,704 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,281,508 | 130,675 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,732,984 | 99,498 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,814,163 | 105,825 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,432,125 | 116,193 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,259,487 | 114,334 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,580,434 | 119,130 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,084,178 | 128,167 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,308,412 | 141,476 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,172,786 | 148,192 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $14,652,793 | 158,323 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,295,676 | 157,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,079,416 | 246,343 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $22,381,140 | 251,417 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $23,112,011 | 223,434 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,163,480 | 165,616 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,456,937 | 169,142 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,283,784 | 202,113 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,339,704 | 192,928 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,915,124 | 199,001 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $16,591,008 | 211,001 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,905,555 | 219,055 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||