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Plante Moran Financial Advisors’s American States Water AWR Stock Holding History

Plante Moran Financial Advisors’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
Q2 		$661 Buy
+8
New +$620 ﹤0.01% 1034
2015
Q3 		– Sell
-1,000
Closed -$37K – 705
2015
Q2 		$37K Buy
+1,000
New +$38.5K 0.03% 334

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Plante Moran Financial Advisors's AWR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in American States Water (AWR) in Q2 2026: 8 shares worth $661. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AWR as recently as Q2 2015.

Plante Moran Financial Advisors first reported a position in AWR in Q2 2015 and has held it in 2 quarters since. The position peaked at $37K in Q2 2015. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of American States Water worth $661 as of Q2 2026.
  • American States Water was a new Plante Moran Financial Advisors position in Q2 2026.
  • American States Water made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1034 holding.
  • Plante Moran Financial Advisors first reported a position in American States Water in Q2 2015 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's American States Water position peaked at $37K in Q2 2015.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.