Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s American States Water AWR Stock Holding History

Capital Fund Management (CFM)’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
Q2 		$2.01M Buy
+24,348
New +$1.89M 0.01% 1427
2015
Q3 		– Sell
-14,000
Closed -$523K – 1407
2015
Q2 		$523K Buy
+14,000
New +$540K 0.01% 1061
2013
Q3 		– Sell
-9,360
Closed -$251K – 1562
2013
Q2 		$251K Buy
+9,360
New +$255K ﹤0.01% 1182

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Fund Management (CFM)'s AWR Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in American States Water (AWR) in Q2 2026: 24,348 shares worth $2.01M. The stake represents 0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in AWR as recently as Q2 2015.

Capital Fund Management (CFM) first reported a position in AWR in Q2 2013 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Capital Fund Management (CFM) held 24,348 shares of American States Water worth $2.01M as of Q2 2026.
  • American States Water was a new Capital Fund Management (CFM) position in Q2 2026.
  • American States Water made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1427 holding.
  • Capital Fund Management (CFM) first reported a position in American States Water in Q2 2013 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.