AWR β€” American States Water Company

Ownership history in Tortoise Index Solutions, LLC  Β·  21 quarters on record

AI Ownership Summary

Tortoise Index Solutions, LLC reported American States Water Company (AWR) in 21 quarterly 13F filings from 2023 Q4 through 2023 Q4. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows AWR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Index Solutions, LLC's position in American States Water Company, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2023 Q4

AWR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2023 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Index Solutions, LLC held AWR β€” position size vs. price
% of Fund (quarterly)    AWR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2023 Q4 REDUCED 7,332 -265 -3.5% 0.11% $590K 2024-02-14 $70.96
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tortoise Index Solutions, LLC and AWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Index Solutions, LLC reported owning AWR?

Tortoise Index Solutions, LLC reported AWR across 1 quarterly 13F filings, from 2023 Q4 through 2023 Q4.

What was the largest reported AWR position in Tortoise Index Solutions, LLC's portfolio?

The largest reported portfolio weight for AWR was 0.11% in 2023 Q4.

What is the latest reported AWR position on this page?

The most recent filing on this page is 2023 Q4, when Tortoise Index Solutions, LLC reported 7,332 shares, equal to 0.11% of portfolio, with an estimated market value of $590K.

What does the chart on this AWR ownership page compare?

The chart compares Tortoise Index Solutions, LLC's quarterly AWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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