Position in AWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,984,619
+$871,583 QoQ
Shares Held
181,346
-2.8% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#25
of 409 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $25,424,528 across 4 Utilities - Regulated Water names. AWR ranks #1 (58.9% of the industry book) .
All Filings in AWR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,984,619 | 181,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,113,036 | 186,631 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,726,769 | 189,387 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,843,503 | 134,254 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,759,460 | 140,353 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,249,823 | 142,982 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,614,205 | 85,103 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,141,451 | 85,742 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,644,422 | 77,779 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,440,213 | 47,622 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,153,371 | 51,646 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,906,799 | 62,364 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,468,298 | 62,854 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,598,025 | 62,977 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,270,632 | 67,754 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,316,345 | 68,202 | Shares | Sole | 2022-11-14 | |
| 2020-03-31 | $4,048,336 | 49,527 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||