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Principal Securities’s American States Water AWR Stock Holding History

Principal Securities’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
Q4 		– Sell
-49
Closed -$3.59K – 1526
2025
Q3 		$3.59K Sell
49
-5
-9% -$372 ﹤0.01% 3054
2025
Q2 		$4.14K Buy
54
+25
+86% +$1.96K ﹤0.01% 2918
2025
Q1 		$2.25K Hold
29
– – ﹤0.01% 3019
2024
Q4 		$2.25K Sell
29
-20
-41% -$1.67K ﹤0.01% 3013
2024
Q3 		$4.08K Buy
49
+2
+4% +$161 ﹤0.01% 2742
2024
Q2 		$3.41K Sell
47
-401
-90% -$28.9K ﹤0.01% 2764
2024
Q1 		$32.4K Buy
448
+20
+5% +$1.49K ﹤0.01% 1762
2023
Q4 		$34.4K Buy
+428
New +$34.2K ﹤0.01% 1645

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities's AWR Position: Q4 2025 in Review

Principal Securities sold out of American States Water (AWR) in Q4 2025, closing a stake of 49 shares — an estimated $3.59K sold.

Principal Securities first reported a position in AWR in Q4 2023 and held it in 8 quarters. The position peaked at $34.4K in Q4 2023. 359 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

  • Principal Securities reported no remaining American States Water position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 49 American States Water shares in Q4 2025, an estimated $3.59K.
  • Principal Securities first reported a position in American States Water in Q4 2023 and held it in 8 quarters.
  • Principal Securities's American States Water position peaked at $34.4K in Q4 2023.
  • 359 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.