EverSource Wealth Advisors, LLC
Position in GWRS — Global Water Resources, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in GWRS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,170
+$1,618 QoQ
Shares Held
300
+311.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 108 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWRS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $824,125 across 13 Utilities - Regulated Water names. GWRS ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,311 | $304,077 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,723 | $180,934 | |
| 3 | AWR |
American States Water Co
|
1,932 | $159,638 | |
| 4 | CWT |
California Water Service Group
|
1,113 | $54,145 | |
| 5 | HTO |
H2o America
|
754 | $45,818 | |
| 6 | YORW |
York Water Co
|
866 | $26,542 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
3,427 | $19,807 | |
| 8 | MSEX |
Middlesex Water Co
|
231 | $12,971 |
All Filings in GWRS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,170 | 300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $552 | 73 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $481 | 57 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,297 | 126 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $223 | 22 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $23 | 2 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||