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Duff & Phelps Investment Management’s American States Water AWR Stock Holding History

Duff & Phelps 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 		$3.89M Buy
+51,404
New +$3.79M 0.04% 118
2025
Q2 		– Sell
-14,146
Closed -$1.11M – 156
2025
Q1 		$1.11M Sell
14,146
-8,159
-37% -$615K 0.01% 130
2024
Q4 		$1.73M Sell
22,305
-20,313
-48% -$1.69M 0.02% 127
2024
Q3 		$3.55M Buy
42,618
+14,380
+51% +$1.16M 0.04% 120
2024
Q2 		$2.05M Buy
+28,238
New +$2.04M 0.03% 133

Other funds holding AWR

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return