13FPulse
中
AW

AWR AMERICAN STATES WATER CO

2026Q2 · CUSIP 029899101 · Sector: Utilities

Piling in

Net holder growth ranks near the top of the market

Funds that own it
400
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 375 → now 400
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

400 funds held AWR at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $697M(YoY +13.2%), the P/E is 24.4x, return on equity is 12.8%. AWR has had 13 buying rushes in its history, and the price moved +6.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Utilities sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=172 2013Q4: holders=172 2014Q1: holders=181 2014Q2: holders=197 2014Q3: holders=194 2014Q4: holders=206 2015Q1: holders=193 2015Q2: holders=193 2015Q3: holders=201 2015Q4: holders=201 2016Q1: holders=211 2016Q2: holders=198 2016Q3: holders=207 2016Q4: holders=222 2017Q1: holders=202 2017Q2: holders=215 2017Q3: holders=224 2017Q4: holders=257 2018Q1: holders=258 2018Q2: holders=253 2018Q3: holders=268 2018Q4: holders=290 2019Q1: holders=301 2019Q2: holders=295 2019Q3: holders=317 2019Q4: holders=317 2020Q1: holders=315 2020Q2: holders=312 2020Q3: holders=317 2020Q4: holders=299 2021Q1: holders=282 2021Q2: holders=284 2021Q3: holders=301 2021Q4: holders=319 2022Q1: holders=328 2022Q2: holders=316 2022Q3: holders=314 2022Q4: holders=321 2023Q1: holders=322 2023Q2: holders=323 2023Q3: holders=341 2023Q4: holders=358 2024Q1: holders=335 2024Q2: holders=339 2024Q3: holders=340 2024Q4: holders=347 2025Q1: holders=355 2025Q2: holders=358 2025Q3: holders=368 2025Q4: holders=360 2026Q1: holders=375 2026Q2: holders=400 -33 -16.5 +0 +16.5 +33 154287420 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2023Q3 Top 10% -4.6% -2.6%
2021Q3 Top 20% -8.6% -14.9%
2019Q3 Top 10% +6.7% -7.4%
2018Q4 Top 20% +5.4% +26.9%
2018Q3 Top 20% +5.5% +11.6%
2017Q4 Top 20% +2.3% +13.7%
2017Q3 Top 20% -3.3% +1.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
186
Change in large funds
+15
Total value they hold
$2.7B
Funds buying for the first time
68
Funds that sold out entirely
43
Price change that quarter
+17.5%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
24.4
EPS (TTM)
$3.65
EPS YoY
+11.6%
Revenue (TTM)
$0.7B
Revenue YoY
+13.2%
Net margin
20.5%
ROE
12.8%
Debt ratio
59.6%
FCF (TTM)
$21M
Dividend (TTM)
$2.02
Quarterly Revenue & EPS
2021-09-30: EPS 0.76 2021-12-31: EPS 0.55 2022-03-31: EPS 0.38 2022-06-30: EPS 0.54 2022-09-30: EPS 0.69 2022-12-31: EPS 0.50 2023-03-31: EPS 0.93 2023-06-30: EPS 1.04 2023-09-30: EPS 0.85 2023-12-31: EPS 0.54 2024-03-31: EPS 0.62 2024-06-30: EPS 0.85 2024-09-30: EPS 0.95 2024-12-31: EPS 0.75 2025-03-31: EPS 0.70 2025-06-30: EPS 0.87 2025-09-30: EPS 1.06 2025-12-31: EPS 0.74 2026-03-31: EPS 0.76 2026-06-30: EPS 1.09 0M 91M 183M $M 0.00 0.60 1.20 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 24 19 31 44 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-42M-2M38M 20162017201820192020202120222023202420252026
Latest quarter $23M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.