MERCER GLOBAL ADVISORS INC /ADV

Position in AWR — American States Water Co

CIK 853758 DENVER, CO

Position in AWR

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$2,892,958

+$1,413,907 QoQ

Shares Held

35,011

+79.0% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#83

of 409 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names. AWR ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	38,748	$5,098,461
2	WTRG	Essential Utilities, Inc.	98,527	$3,774,569
3	AWR	American States Water Co This page	35,011	$2,892,958
4	CWT	California Water Service Group	24,355	$1,184,870
5	HTO	H2o America	12,106	$735,681
6	CWCO	Consolidated Water Co. Ltd.	22,206	$655,077
7	YORW	York Water Co	15,791	$483,994
8	MSEX	Middlesex Water Co	5,509	$309,385

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,892,958	35,011	+79.0%	Shares	Sole	2026-08-19
2026-03-31	$1,479,051	19,559	+25.9%	Shares	Sole	2026-05-15
2025-12-31	$1,125,904	15,534	+34.1%	Shares	Sole	2026-02-18
2025-09-30	$849,265	11,583	+221.9%	Shares	Sole	2025-11-14
2025-06-30	$275,822	3,598	+32.8%	Shares	Sole	2025-08-14
2025-03-31	$213,144	2,709	-32.2%	Shares	Sole	2025-05-15
2024-12-31	$310,724	3,998	+20.4%	Shares	Sole	2025-02-14
2023-12-31	$267,074	3,321	+8.0%	Shares	Sole	2024-02-15
2023-09-30	$242,019	3,076	+6.7%	Shares	Sole	2023-11-15
2022-06-30	$234,993	2,883	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$258,514	2,904	+19.2%	Shares	Sole	2022-05-10
2021-12-31	$252,083	2,437	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.