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Clear Creek Financial Management’s American States Water AWR Stock Holding History

Clear Creek Financial 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 		– Sell
-6,780
Closed -$491K – 612
2025
Q4 		$491K Buy
6,780
+1,753
+35% +$129K 0.04% 392
2025
Q3 		$369K Buy
+5,027
New +$374K 0.03% 433

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clear Creek Financial Management's AWR Position: Q1 2026 in Review

Clear Creek Financial Management sold out of American States Water (AWR) in Q1 2026, closing a stake of 6,780 shares — an estimated $491K sold.

Clear Creek Financial Management first reported a position in AWR in Q3 2025 and held it in 2 quarters. The position peaked at $491K in Q4 2025. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Clear Creek Financial Management reported no remaining American States Water position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 6,780 American States Water shares in Q1 2026, an estimated $491K.
  • Clear Creek Financial Management first reported a position in American States Water in Q3 2025 and held it in 2 quarters.
  • Clear Creek Financial Management's American States Water position peaked at $491K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.