EP Wealth Advisors, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1540569
TORRANCE, CA
Position in AWK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$296,186
+$48,014 QoQ
Shares Held
2,251
+26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#733
of 1,121 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,055,149 across 3 Utilities - Regulated Water names. AWK ranks #3 (28.1% of the industry book) .
All Filings in AWK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,186 | 2,251 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $248,172 | 1,784 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $229,186 | 1,841 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $274,931 | 1,880 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||