Aigen Investment Management’s American States Water AWR Stock Holding History

Aigen Investment Management’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$939K	Buy	12,415 +2,013	+19%	+$148K	0.24%	114
2025 Q4	$754K	Sell	10,402 -7,228	-41%	-$532K	0.17%	170
2025 Q3	$1.29M	Buy	+17,630	New	+$1.31M	0.2%	148
2025 Q1	–	Sell	-5,428	Closed	-$422K	–	758
2024 Q4	$422K	Sell	5,428 -319	-6%	-$26.6K	0.07%	380
2024 Q3	$479K	Sell	5,747 -2,858	-33%	-$231K	0.09%	338
2024 Q2	$624K	Buy	8,605 +2,495	+41%	+$180K	0.12%	245
2024 Q1	$441K	Buy	+6,110	New	+$456K	0.1%	313
2020 Q4	–	Sell	-10,244	Closed	-$768K	–	782
2020 Q3	$768K	Sell	10,244 -4,514	-31%	-$347K	0.1%	317
2020 Q2	$1.16M	Buy	+14,758	New	+$1.18M	0.15%	214

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aigen Investment Management's AWR Position: Q1 2026 in Review

Aigen Investment Management increased its American States Water (AWR) stake by 19% in Q1 2026, buying an estimated $148K and bringing the position to 12,415 shares worth $939K. The position accounts for 0.24% of the portfolio, ranked #114.

Aigen Investment Management first reported a position in AWR in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2025. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Aigen Investment Management held 12,415 shares of American States Water worth $939K as of Q1 2026.
Aigen Investment Management bought 2,013 American States Water shares in Q1 2026, an estimated $148K.
American States Water made up 0.24% of Aigen Investment Management's portfolio in Q1 2026, its #114 holding.
Aigen Investment Management first reported a position in American States Water in Q2 2020 and has held it in 9 quarters since.
Aigen Investment Management's American States Water position peaked at $1.29M in Q3 2025.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.