Capstone Investment Advisors
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Capstone Investment Advisors’s American States Water AWR Stock Holding History

Capstone Investment Advisors’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 		$511K Buy
+6,190
New +$480K ﹤0.01% 1236
2017
Q4 		– Sell
-4,200
Closed -$206K – 500
2017
Q3 		$206K Buy
+4,200
New +$207K 0.01% 469

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Vanguard Portfolio Management
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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

Capstone Investment Advisors's AWR Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in American States Water (AWR) in Q2 2026: 6,190 shares worth $511K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AWR as recently as Q3 2017.

Capstone Investment Advisors first reported a position in AWR in Q3 2017 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Capstone Investment Advisors held 6,190 shares of American States Water worth $511K as of Q2 2026.
  • American States Water was a new Capstone Investment Advisors position in Q2 2026.
  • American States Water made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1236 holding.
  • Capstone Investment Advisors first reported a position in American States Water in Q3 2017 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.