Position in AWR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,479,051
+$353,147 QoQ
Shares Held
19,559
+25.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $9,568,921 across 9 Utilities - Regulated Water names. AWR ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
24,472 | $3,330,394 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
64,996 | $2,617,388 | |
| 3 | AWR |
American States Water Co
This page
|
19,559 | $1,479,051 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
18,914 | $626,431 | |
| 5 | CWT |
California Water Service Group
|
12,667 | $574,321 | |
| 6 | HTO |
H2o America
|
7,683 | $450,761 | |
| 7 | YORW |
York Water Co
|
12,352 | $376,118 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
10,208 | $62,289 |
All Filings in AWR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,479,051 | 19,559 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,125,904 | 15,534 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $849,265 | 11,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $275,822 | 3,598 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $213,144 | 2,709 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $310,724 | 3,998 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $267,074 | 3,321 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $242,019 | 3,076 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 | $234,993 | 2,883 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $258,514 | 2,904 | 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. | ||||||