Cetera Investment Advisers
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Cetera Investment Advisers’s American States Water AWR Stock Holding History

Cetera Investment Advisers’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 		$4.28M Buy
56,609
+3,826
+7% +$282K ﹤0.01% 1619
2025
Q4 		$3.83M Buy
52,783
+32,369
+159% +$2.38M ﹤0.01% 1660
2025
Q3 		$1.5M Buy
20,414
+5,335
+35% +$397K ﹤0.01% 2421
2025
Q2 		$1.16M Buy
15,079
+619
+4% +$48.6K ﹤0.01% 2249
2025
Q1 		$1.14M Buy
14,460
+371
+3% +$28K ﹤0.01% 2160
2024
Q4 		$1.09M Sell
14,089
-519
-4% -$43.2K ﹤0.01% 2106
2024
Q3 		$1.22M Buy
14,608
+207
+1% +$16.7K ﹤0.01% 1980
2024
Q2 		$1.05M Buy
14,401
+19
+0.1% +$1.37K ﹤0.01% 2049
2024
Q1 		$1.04M Buy
14,382
+7,561
+111% +$564K ﹤0.01% 2038
2023
Q4 		$549K Buy
6,821
+175
+3% +$14K ﹤0.01% 1441
2023
Q3 		$523K Buy
6,646
+415
+7% +$35.4K ﹤0.01% 1392
2023
Q2 		$542K Buy
6,231
+3,354
+117% +$300K ﹤0.01% 1408
2023
Q1 		$256K Sell
2,877
-515
-15% -$47.1K ﹤0.01% 1801
2022
Q4 		$314K Buy
+3,392
New +$309K ﹤0.01% 1640
2022
Q3 		– Sell
-2,604
Closed -$212K – 1736
2022
Q2 		$212K Buy
2,604
+95
+4% +$7.64K ﹤0.01% 1631
2022
Q1 		$223K Sell
2,509
-74
-3% -$6.6K ﹤0.01% 1648
2021
Q4 		$267K Buy
+2,583
New +$243K ﹤0.01% 1557

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's AWR Position: Q1 2026 in Review

Cetera Investment Advisers increased its American States Water (AWR) stake by 7.2% in Q1 2026, buying an estimated $282K and bringing the position to 56,609 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Cetera Investment Advisers first reported a position in AWR in Q4 2021 and has held it in 17 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Cetera Investment Advisers held 56,609 shares of American States Water worth $4.28M as of Q1 2026.
  • Cetera Investment Advisers bought 3,826 American States Water shares in Q1 2026, an estimated $282K.
  • American States Water made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1619 holding.
  • Cetera Investment Advisers first reported a position in American States Water in Q4 2021 and has held it in 17 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.