MORGAN STANLEY

Position in AWR — American States Water Co

CIK 895421 NEW YORK, NY

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Position in AWR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$98,482,266

+$834,317 QoQ

Shares Held

1,302,331

-3.3% QoQ

Ownership

3.32%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Common Shares in AWR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $949,164,051 across 13 Utilities - Regulated Water names. AWR ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,612,397	$491,611,097
2	WTRG	Essential Utilities, Inc.	3,219,049	$129,631,095
3	AWR	American States Water Co This page	1,302,331	$98,482,266
4	MSEX	Middlesex Water Co	1,107,615	$57,651,357
5	CWT	California Water Service Group	1,118,705	$50,722,078
6	HTO	H2o America	781,201	$45,833,057
7	CWCO	Consolidated Water Co. Ltd.	881,660	$29,200,576
8	YORW	York Water Co	661,948	$20,156,313

All Filings in AWR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$98,482,266	1,302,331	-3.3%	Shares	Defined	2026-05-15
2025-12-31	$97,647,949	1,347,240	+128.8%	Shares	Defined	2026-05-27
2025-09-30	$43,169,932	588,788	-1.6%	Shares	Defined	2026-05-27
2025-06-30	$45,863,985	598,278	+16.9%	Shares	Defined	2025-08-15
2025-03-31	$40,268,417	511,800	-7.8%	Shares	Defined	2025-05-15
2024-12-31	$43,153,247	555,240	-28.3%	Shares	Defined	2025-05-15
2024-09-30	$64,492,108	774,308	+18.7%	Shares	Defined	2025-05-14
2024-06-30	$47,350,322	652,478	+2.0%	Shares	Defined	2025-05-14
2024-03-31	$46,203,469	639,583	+6.6%	Shares	Defined	2024-10-17
2023-12-31	$48,234,222	599,779	+13.4%	Shares	Defined	2024-08-16
2023-09-30	$41,627,849	529,078	-3.1%	Shares	Defined	2023-11-15
2023-06-30	$47,518,095	546,185	+18.6%	Shares	Defined	2023-08-14
2023-03-31	$40,930,019	460,457	-0.1%	Shares	Defined	2023-05-15
2022-12-31	$42,654,163	460,877	+28.4%	Shares	Defined	2023-02-14
2022-09-30	$27,976,250	358,900	+3.2%	Shares	Defined	2022-11-14
2022-06-30	$28,338,251	347,666	+13.9%	Shares	Defined	2022-10-27
2022-03-31	$27,172,373	305,239	+7.0%	Shares	Defined	2022-10-27
2021-12-31	$29,518,980	285,373	-6.4%	Shares	Defined	2022-02-14
2021-09-30	$26,075,986	304,911	+2.9%	Shares	Defined	2021-11-15
2021-06-30	$23,585,718	296,452	+5.2%	Shares	Defined	2021-08-23
2021-03-31	$21,308,351	281,782	-16.6%	Shares	Defined	2021-05-17
2020-12-31	$26,879,624	338,066	+12.3%	Shares	Defined	2021-02-16
2020-09-30	$22,562,795	301,038	-2.8%	Shares	Defined	2020-11-13
2020-06-30	$24,361,772	309,828	+9.4%	Shares	Defined	2020-08-14
2020-03-31	$23,157,592	283,308	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.