Atria Investments, Inc
Position in AWK — American Water Works Company, Inc.
CIK 1535865
Charlotte, NC
Position in AWK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,238,446
-$120,663 QoQ
Shares Held
24,612
-0.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#57
of 349 holders
Holding Since
Mar 2020
18 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, 2026Atria Investments, Inc holds $9,298,244 across 11 Utilities - Regulated Water names. AWK ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
24,612 | $3,238,446 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
208,317 | $1,204,072 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
26,706 | $1,023,106 | |
| 4 | HTO |
H2o America
|
14,459 | $878,673 | |
| 5 | AWR |
American States Water Co
|
8,157 | $674,012 | |
| 6 | CWT |
California Water Service Group
|
12,429 | $604,670 | |
| 7 | YORW |
York Water Co
|
18,160 | $556,604 | |
| 8 | ARTNA |
Artesian Resources Corp
|
10,889 | $370,117 |
All Filings in AWK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,238,446 | 24,612 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,359,109 | 24,683 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,867,215 | 21,971 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,326,223 | 23,897 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,188,540 | 22,921 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,808,485 | 19,038 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,311,309 | 26,599 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,829,294 | 26,185 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,201,876 | 24,790 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,044,040 | 8,543 | Shares | Sole | 2024-05-21 | |
| 2022-03-31 | $1,504,336 | 9,088 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,715,415 | 9,083 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,514,091 | 8,957 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,876,224 | 12,173 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,876,998 | 12,520 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,807,876 | 11,780 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,233,798 | 8,516 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $689,024 | 5,763 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||