UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1463217 IRVING, TX

Position in AWK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,918,583

-$497,265 QoQ

Shares Held

29,781

-8.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#296

of 1,123 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $4,619,125 across 3 Utilities - Regulated Water names. AWK ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	29,781	$3,918,583
2	WTRG	Essential Utilities, Inc.	16,033	$614,224
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	14,934	$86,318

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,918,583	29,781	-8.2%	Shares	Defined	2026-08-17
2026-03-31	$4,415,848	32,448	+356.1%	Shares	Defined	2026-05-15
2025-12-31	$928,507	7,115	+12.1%	Shares	Defined	2026-02-17
2025-09-30	$883,160	6,345	-4.5%	Shares	Defined	2025-11-14
2025-06-30	$924,385	6,645	+1.9%	Shares	Defined	2025-08-11
2025-03-31	$962,125	6,522	+18.9%	Shares	Defined	2025-05-13
2024-12-31	$682,952	5,486	-5.3%	Shares	Defined	2025-02-13
2024-09-30	$846,729	5,790	-2.1%	Shares	Defined	2024-11-12
2024-06-30	$763,852	5,914	+5.1%	Shares	Defined	2024-08-14
2024-03-31	$687,553	5,626	+15.6%	Shares	Defined	2024-05-15
2023-12-31	$642,527	4,868	+71.5%	Shares	Defined	2024-02-14
2023-09-30	$351,429	2,838	+11.7%	Shares	Defined	2023-11-14
2023-06-30	$362,585	2,540	+12.3%	Shares	Defined	2023-08-14
2023-03-31	$331,213	2,261	-20.9%	Shares	Defined	2023-08-15
2022-12-31	$435,921	2,860	-23.4%	Shares	Defined	2023-02-15
2022-09-30	$485,887	3,733	+12.0%	Shares	Defined	2022-11-14
2022-06-30	$495,701	3,332	-1.7%	Shares	Defined	2022-08-11
2022-03-31	$560,815	3,388	+13.6%	Shares	Defined	2022-05-16
2021-12-31	$563,369	2,983	-6.3%	Shares	Defined	2022-02-14
2021-09-30	$538,392	3,185	+10.9%	Shares	Defined	2021-11-15
2021-06-30	$442,507	2,871	+41.6%	Shares	Defined	2021-08-13
2021-03-31	$304,037	2,028	-3.2%	Shares	Defined	2021-05-14
2020-12-31	$321,519	2,095	-7.6%	Shares	Defined	2021-02-17
2020-09-30	$328,587	2,268	+17.8%	Shares	Defined	2020-11-13
2020-06-30	$247,670	1,925	-21.9%	Shares	Defined	2020-08-13
2020-03-31	$294,595	2,464	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.