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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in AWR — American States Water Co

CIK 936944 BOSTON, MA
Back to AWR Full portfolio

Position in AWR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,492,829
+$867,003 QoQ
Shares Held
66,475
+8.7% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#53
of 409 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 55% Shared 0% None 45%

Common Shares in AWR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $13,932,287 across 5 Utilities - Regulated Water names. AWR ranks #2 (39.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CWT
California Water Service Group
 114,662 $5,578,306
2 AWR
American States Water Co
This page 		66,475 $5,492,829
3 HTO
H2o America
 22,318 $1,356,264
4 CWCO
Consolidated Water Co. Ltd.
 30,726 $906,417
5 YORW
York Water Co
 19,526 $598,471

All Filings in AWR

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,492,829 66,475
2026-03-31 $4,625,826 61,172
2025-12-31 $3,363,434 46,405
2025-09-30 $2,844,156 38,791
2025-06-30 $2,596,627 33,872
2025-03-31 $2,587,941 32,892
2024-12-31 $2,131,082 27,420
2024-09-30 $2,338,782 28,080
2024-06-30 $864,671 11,915
2024-03-31 $860,739 11,915
2023-12-31 $2,026,181 25,195
2023-09-30 $1,989,423 25,285
2023-06-30 $2,199,795 25,285
2023-03-31 $2,247,583 25,285
2022-12-31 $2,340,126 25,285
2022-09-30 $1,967,379 25,239
2022-06-30 $2,057,230 25,239
2022-03-31 $2,131,049 23,939
2021-12-31 $2,456,595 23,749
2021-09-30 $2,107,981 24,649
2021-06-30 $804,272 10,109
2021-03-31 $779,566 10,309
2020-12-31 $811,717 10,209
2020-09-30 $3,860,524 51,508
2020-06-30 $8,170,286 103,908
2020-03-31 $8,428,047 103,108