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Elo Mutual Pension Insurance’s American States Water AWR Stock Holding History

Elo Mutual Pension Insurance’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 		$1.58M Buy
+20,917
New +$1.54M 0.03% 415
2025
Q4 		– Sell
-10,901
Closed -$799K – 605
2025
Q3 		$799K Buy
+10,901
New +$811K 0.01% 545

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

Elo Mutual Pension Insurance's AWR Position: Q1 2026 in Review

Elo Mutual Pension Insurance opened a new position in American States Water (AWR) in Q1 2026: 20,917 shares worth $1.58M. The stake represents 0.03% of the portfolio and ranks #415 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in AWR as recently as Q3 2025.

Elo Mutual Pension Insurance first reported a position in AWR in Q3 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Elo Mutual Pension Insurance held 20,917 shares of American States Water worth $1.58M as of Q1 2026.
  • American States Water was a new Elo Mutual Pension Insurance position in Q1 2026.
  • American States Water made up 0.03% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #415 holding.
  • Elo Mutual Pension Insurance first reported a position in American States Water in Q3 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.