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Nebula Research & Development’s American States Water AWR Stock Holding History

Nebula Research & Development’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
2025
Q3 		– Sell
-18,799
Closed -$1.44M – 94
2025
Q2 		$1.44M Buy
18,799
+2,798
+17% +$220K 0.12% 277
2025
Q1 		$1.26M Buy
16,001
+963
+6% +$72.6K 0.12% 293
2024
Q4 		$1.17M Sell
15,038
-2,062
-12% -$172K 0.14% 245
2024
Q3 		$1.42M Buy
17,100
+14,200
+490% +$1.15M 0.17% 180
2024
Q2 		$210K Buy
+2,900
New +$209K 0.03% 716

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nebula Research & Development's AWR Position: Q3 2025 in Review

Nebula Research & Development sold out of American States Water (AWR) in Q3 2025, closing a stake of 18,799 shares — an estimated $1.44M sold.

Nebula Research & Development first reported a position in AWR in Q2 2024 and held it in 5 quarters. The position peaked at $1.44M in Q2 2025. 367 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Nebula Research & Development reported no remaining American States Water position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 18,799 American States Water shares in Q3 2025, an estimated $1.44M.
  • Nebula Research & Development first reported a position in American States Water in Q2 2024 and held it in 5 quarters.
  • Nebula Research & Development's American States Water position peaked at $1.44M in Q2 2025.
  • 367 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.