OPPENHEIMER & CO INC

Position in AWR — American States Water Co

CIK 822581 NEW YORK, NY

Position in AWR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$796,966

+$194,048 QoQ

Shares Held

9,645

+21.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#162

of 408 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $3,640,447 across 3 Utilities - Regulated Water names. AWR ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSEX	Middlesex Water Co	27,692	$1,555,182
2	AWK	American Water Works Company, Inc.	9,791	$1,288,299
3	AWR	American States Water Co This page	9,645	$796,966

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,966	9,645	+21.0%	Shares	Sole	2026-08-03
2026-03-31	$602,918	7,973	+178.3%	Shares	Sole	2026-04-24
2025-09-30	$210,061	2,865	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.