Transamerica Financial Advisors, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in AWK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$58,947
+$12,677 QoQ
Shares Held
448
+31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#901
of 1,121 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $60,406 across 3 Utilities - Regulated Water names. AWK ranks #1 (97.6% of the industry book) .
All Filings in AWK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,947 | 448 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $46,270 | 340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,969 | 199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,171 | 109 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139 | 1 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 1 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2021-06-30 | $616 | 4 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $749 | 5 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $767 | 5 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $579 | 4 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $185,399 | 1,441 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||