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Plato Investment Management’s American States Water AWR Stock Holding History

Plato 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 		$47.2K Hold
624
– – ﹤0.01% 452
2025
Q4 		$45.4K Buy
+624
New +$45.9K ﹤0.01% 440
2025
Q2 		– Sell
-108
Closed -$8.59K – 520
2025
Q1 		$8.59K Sell
108
-415
-79% -$31.3K ﹤0.01% 491
2024
Q4 		$40.8K Buy
523
+500
+2,174% +$41.6K ﹤0.01% 508
2024
Q3 		$1.91K Hold
23
– – ﹤0.01% 521
2024
Q2 		$1.67K Hold
23
– – ﹤0.01% 476
2024
Q1 		$1.66K Hold
23
– – ﹤0.01% 466
2023
Q4 		$1.85K Buy
+23
New +$1.84K ﹤0.01% 414

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

Plato Investment Management's AWR Position: Q1 2026 in Review

Plato Investment Management held its American States Water (AWR) position steady in Q1 2026 at 624 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Plato Investment Management first reported a position in AWR in Q4 2023 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Plato Investment Management held 624 shares of American States Water worth $47.2K as of Q1 2026.
  • Plato Investment Management left its American States Water share count unchanged in Q1 2026.
  • American States Water made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #452 holding.
  • Plato Investment Management first reported a position in American States Water in Q4 2023 and has held it in 8 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.