MARTINGALE ASSET MANAGEMENT L P

Position in AWR — American States Water Co

CIK 936944 BOSTON, MA

Position in AWR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,625,826

+$1,262,392 QoQ

Shares Held

61,172

+31.8% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Utilities · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $11,177,956 across 4 Utilities - Regulated Water names. AWR ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWT	California Water Service Group	103,980	$4,714,453
2	AWR	American States Water Co This page	61,172	$4,625,826
3	CWCO	Consolidated Water Co. Ltd.	30,122	$997,640
4	HTO	H2o America	14,318	$840,037

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,625,826	61,172	+31.8%	Shares	Sole	2026-05-13
2025-12-31	$3,363,434	46,405	+19.6%	Shares	Sole	2026-02-13
2025-09-30	$2,844,156	38,791	+14.5%	Shares	Sole	2025-11-13
2025-06-30	$2,596,627	33,872	+3.0%	Shares	Sole	2025-08-11
2025-03-31	$2,587,941	32,892	+20.0%	Shares	Sole	2025-05-14
2024-12-31	$2,131,082	27,420	-2.4%	Shares	Sole	2025-02-13
2024-09-30	$2,338,782	28,080	+135.7%	Shares	Sole	2024-11-14
2024-06-30	$864,671	11,915	0.0%	Shares	Sole	2024-08-12
2024-03-31	$860,739	11,915	-52.7%	Shares	Sole	2024-05-14
2023-12-31	$2,026,181	25,195	-0.4%	Shares	Sole	2024-02-12
2023-09-30	$1,989,423	25,285	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,199,795	25,285	0.0%	Shares	Sole	2023-08-11
2023-03-31	$2,247,583	25,285	0.0%	Shares	Sole	2023-05-12
2022-12-31	$2,340,126	25,285	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$1,967,379	25,239	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,057,230	25,239	+5.4%	Shares	Sole	2022-08-11
2022-03-31	$2,131,049	23,939	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$2,456,595	23,749	-3.7%	Shares	Sole	2022-02-11
2021-09-30	$2,107,981	24,649	+143.8%	Shares	Sole	2021-11-12
2021-06-30	$804,272	10,109	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$779,566	10,309	+1.0%	Shares	Sole	2021-05-13
2020-12-31	$811,717	10,209	-80.2%	Shares	Sole	2021-02-10
2020-09-30	$3,860,524	51,508	-50.4%	Shares	Sole	2020-11-12
2020-06-30	$8,170,286	103,908	+0.8%	Shares	Sole	2020-08-10
2020-03-31	$8,428,047	103,108	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.