Position in AWK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,158,561
New position
Shares Held
8,805
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#463
of 1,123 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 64%
Shared 36%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $1,158,561 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
8,805 | $1,158,561 |
All Filings in AWK
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,158,561 | 8,805 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||