Position in AWR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,758
+$7,671 QoQ
Shares Held
106
+606.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 408 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Clearstead Advisors, LLC holds $9,650,258 across 11 Utilities - Regulated Water names. AWR ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
71,701 | $9,434,417 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,695 | $179,865 | |
| 3 | CWT |
California Water Service Group
|
464 | $22,573 | |
| 4 | AWR |
American States Water Co
This page
|
106 | $8,758 | |
| 5 | HTO |
H2o America
|
32 | $1,944 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
31 | $914 | |
| 7 | YORW |
York Water Co
|
24 | $735 | |
| 8 | MSEX |
Middlesex Water Co
|
13 | $730 |
All Filings in AWR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,758 | 106 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,087 | 15 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $47,658 | 650 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,989 | 626 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||