Creative Planning
Position in AWK — American Water Works Company, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in AWK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,323,906
+$1,957,376 QoQ
Shares Held
86,061
+25.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 1,132 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Creative Planning holds $27,334,912 across 8 Utilities - Regulated Water names. AWK ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
86,061 | $11,323,906 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
201,982 | $7,737,929 | |
| 3 | AWR |
American States Water Co
|
44,239 | $3,655,468 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
286,971 | $1,658,692 | |
| 5 | CWT |
California Water Service Group
|
27,434 | $1,334,664 | |
| 6 | HTO |
H2o America
|
14,420 | $876,303 | |
| 7 | YORW |
York Water Co
|
14,247 | $436,670 | |
| 8 | ARTNA |
Artesian Resources Corp
|
9,158 | $311,280 |
All Filings in AWK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,323,906 | 86,061 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,366,530 | 68,826 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,837,612 | 75,384 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,008,295 | 57,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,241,092 | 52,053 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,422,725 | 43,538 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,778,672 | 38,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,194,883 | 35,523 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,514,265 | 34,951 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,580,018 | 29,294 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,044,832 | 30,645 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,654,965 | 29,516 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,398,127 | 30,810 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,166,761 | 28,444 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,231,636 | 27,763 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,289,794 | 25,275 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,359,524 | 22,582 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,223,862 | 19,476 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,447,639 | 18,255 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,955,157 | 17,482 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,546,073 | 16,519 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,637,658 | 24,264 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,962,584 | 19,304 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,653,477 | 18,315 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,851,932 | 14,394 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,889,048 | 15,800 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||