American States Water Company· AWR

🇺🇸 US · MidSP600NYSE

UtilitiesRegulated WaterWebsite

Price: $85.40
Day: +0.77%
Mkt Cap: $3.35B
52W Range: $69.45 – $90.11
Volume: 342.2K
Beta: 0.56

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Blog

stockoscope.com

American States Water Company

AWR|Utilities|Regulated Water

Current price: $85

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$99.0K

Net share flow-1.3K

Purchases2 ($50.2K)

Sales2 ($149.2K)

Top Notable Transactions

Insider

Type

Value

Date

Eichelberger Thomas A.

Purchase

$99.7K

Feb 28

Rowley Paul J

Sale

$99.2K

May 15

Eichelberger Thomas A.

Purchase

$84.8K

Aug 31

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership82.3%

13F share flow+4.4%

Investors holding384

+240 adding-159 reducing

187

122

New 53Inc 187Red 122Closed 37

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$518.9M

-1.5%

NEUBERGER BERMAN GROUP LLC

$191.2M

+0.2%

STATE STREET CORP

$156.1M

+2.1%

MORGAN STANLEY

$98.5M

-3.3%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting117

Total shares held7.5M

Share flow-47.2%

33 buying23 selling

Buying 33Unchanged 61Selling 23

Top Fund Holders

Fund

Weight

Change

NEUBERGER BERMAN EQUITY FUNDS

1.5M

8.80%

FIDELITY CONCORD STREET TRUST

332.8K

0.12%

+2.3K

SCHWAB STRATEGIC TRUST

276.7K

0.09%

-6.5K

Neuberger Berman ETF Trust

48.1K

0.22%

+426

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore AWR on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AWR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+40

Institutional Flow

50% weight

+42

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for AWR

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bullish Signal

Insider buying in Q2 2026

Modest: 2 purchases totaling $50.2K (662 shares)

2 sales totaling $149.2K (2.0K shares)

Share volume is 3x+ above the historical average, unusually strong

Insider buying in 3 of the last 4 quarters

Notable Recent Transactions, AWR

Top 8 highest-value recent insider trades

Eichelberger Thomas A.

Director

Buy

1,400 shares at $71.21

Feb 28, 2024$99.69K

Rowley Paul J

Officer

Sell

1,304 shares at $76.05

May 15, 2026$99.17K

Eichelberger Thomas A.

Director

Buy

1,000 shares at $84.81

Aug 31, 2023$84.81K

Eichelberger Thomas A.

Director

Buy

1,000 shares at $77.94

Nov 9, 2023$77.94K

BONTA DIANA M

Director

Sell

968 shares at $77.00

Mar 12, 2025$74.54K

DAVIS STEVEN D

Director

Buy

900 shares at $77.90

Nov 10, 2023$70.11K

Eichelberger Thomas A.

Director

Buy

897 shares at $76.81

Jun 6, 2025$68.90K

DAVIS STEVEN D

Director

Buy

750 shares at $71.39

Mar 5, 2024$53.54K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for AWR

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

82.3% institutional ownership

Moderate accumulation: 240 adding vs 159 reducing

13F share count essentially flat

Position Changes

Q2 2026: how are institutions adjusting their positions?

+82 growing-308 shrinkingNet: -226

279

New (21)

Increased (61)

Reduced (29)

Closed (279)

Top Institutional Holders, AWR

Largest 8 institutional positions by ownership percentage as of Q2 2026

PRINCIPAL FINANCIAL GROUP INC

191.0K

$15.8M

Ownership

0.49%

+1.1%

PERPETUAL LTD

160.4K

$13.2M

Ownership

0.41%

+5.2%

D.A. DAVIDSON & CO.

91.9K

$7.6M

Ownership

0.24%

-7.3%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

77.4K

$6.4M

Ownership

0.20%

-1.5%

CORNERSTONE WEALTH MANAGEMENT, LLC

66.9K

$5.5M

Ownership

0.17%

+2.7%

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

51.4K

$4.2M

Ownership

0.13%

-15.5%

WALLEYE TRADING LLC

51.2K

$4.2M

Ownership

0.13%

+100.0%

DUFF & PHELPS INVESTMENT MANAGEMENT CO

49.6K

$4.1M

Ownership

0.13%

-4.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 117 ETFs and mutual funds reporting

33 buying23 sellingNet: +10

Buying (33)

Unchanged (61)

Selling (23)

Bullish Signal

Funds accumulating in Q2 2026

117 ETFs and mutual funds reporting

33 buying vs 23 selling (balanced)

Top Fund Holders, AWR

Largest 8 ETF and mutual fund positions by shares held as of latest filing

NEUBERGER BERMAN EQUITY FUNDS

1.5M

Weight

8.80%

No change

FIDELITY CONCORD STREET TRUST

332.8K

Weight

0.12%

Increased

SCHWAB STRATEGIC TRUST

276.7K

Weight

0.09%

Decreased

Neuberger Berman ETF Trust

48.1K

Weight

0.22%

Increased

DEUTSCHE DWS INVESTMENT TRUST

37.8K

Weight

11.79%

No change

TRUST FOR PROFESSIONAL MANAGERS

35.5K

Weight

0.01%

Increased

iSHARES TRUST

17.7K

Weight

0.00%

Decreased

Horizon Funds

14.5K

Weight

0.41%

Increased

American States Water Company· AWR

Holdings Analysis

Insider Trading Activity

1.3Transaction History20Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings87Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History20Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings87Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights