Focus Partners Wealth

Position in AWK — American Water Works Company, Inc.

CIK 1542153 ST LOUIS, MO

Position in AWK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,692,389

+$454,798 QoQ

Shares Held

20,462

+24.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#337

of 1,121 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Utilities · as of Jun 30, 2026

Focus Partners Wealth holds $8,502,655 across 6 Utilities - Regulated Water names. AWK ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	20,462	$2,692,389
2	CWT	California Water Service Group	45,014	$2,189,931
3	AWR	American States Water Co	19,282	$1,593,271
4	WTRG	Essential Utilities, Inc.	39,799	$1,524,699
5	HTO	H2o America	6,902	$419,434
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	14,348	$82,931

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,692,389	20,462	+24.4%	Shares	Sole	2026-08-12
2026-03-31	$2,237,591	16,442	-13.3%	Shares	Sole	2026-05-15
2025-12-31	$2,476,107	18,974	-35.7%	Shares	Sole	2026-02-13
2025-09-30	$4,106,383	29,502	-3.1%	Shares	Sole	2025-11-14
2025-06-30	$4,236,316	30,453	+10.0%	Shares	Sole	2025-08-14
2025-03-31	$4,083,501	27,681	+0.5%	Shares	Sole	2025-05-20
2024-12-31	$3,429,326	27,547	+1.5%	Shares	Sole	2025-05-20
2024-09-30	$3,967,929	27,133	+11.1%	Shares	Sole	2024-11-14
2024-06-30	$3,155,378	24,430	+193.5%	Shares	Sole	2024-08-15
2024-03-31	$1,017,398	8,325	+66.8%	Shares	Sole	2024-05-16
2023-12-31	$658,762	4,991	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.