§ UTILITIES
USD · UtilitiesAWR
AMERICAN STATES WATER CO
USDSector · UtilitiesBeta · 0.65
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
240 increased/new, 103 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 23.2 | P/B | 2.68 |
| EPS (TTM) | 3.37 | Dividend | 2.68% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.9M | 0.0% | −2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | n/a | n/a |
| NEUBERGER BERMAN GROUP LLC | 2.5M | 0.1% | +0% |
| State Street | 2.1M | 0.0% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | n/a | n/a |
| Morgan Stanley | 1.3M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for AWR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER14.0% · 0 holders
OTHER30.6% · 277 holders
PASSIVE / INDEX26.1% · 10 holders
DEALER / BANK13.9% · 30 holders
QUALITY / COMPOUNDER11.1% · 20 holders
INCOME / DEFENSIVE2.2% · 25 holders
SYSTEMATIC / QUANT1.1% · 7 holders
TACTICAL / MACRO0.8% · 5 holders
ACTIVIST0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AWR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AWR yet.