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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
Q2 		$51.3K Hold
624
– – ﹤0.01% 441
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Plato Investment Management's AWR Position: Q2 2026 in Review

Plato Investment Management held its American States Water (AWR) position steady in Q2 2026 at 624 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Plato Investment Management first reported a position in AWR in Q4 2023 and has held it in 9 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Plato Investment Management held 624 shares of American States Water worth $51.3K as of Q2 2026.
  • Plato Investment Management left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #441 holding.
  • Plato Investment Management first reported a position in American States Water in Q4 2023 and has held it in 9 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.