Position in AWK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,266,708
+$1,784,866 QoQ
Shares Held
207,706
+2.4% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 50%
None 10%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $111,758,819 across 8 Utilities - Regulated Water names. AWK ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
1,309,679 | $76,838,866 | |
| 2 | AWK |
American Water Works Company, Inc.
This page
|
207,706 | $28,266,708 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
71,559 | $2,881,679 | |
| 4 | AWR |
American States Water Co
|
29,437 | $2,226,025 | |
| 5 | CWT |
California Water Service Group
|
19,116 | $866,719 | |
| 6 | MSEX |
Middlesex Water Co
|
5,777 | $300,692 | |
| 7 | YORW |
York Water Co
|
7,150 | $217,717 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
26,289 | $160,413 |
All Filings in AWK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,266,708 | 207,706 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $26,481,842 | 202,926 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,735,003 | 249,551 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,045,224 | 244,736 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,368,838 | 219,420 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $28,944,796 | 232,507 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $41,274,485 | 282,238 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $26,536,309 | 205,453 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,317,479 | 223,529 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,945,668 | 151,115 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,364,374 | 91,774 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,785,077 | 152,610 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,800,436 | 155,645 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,420,095 | 153,655 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,430,964 | 57,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,531,959 | 57,350 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,354,464 | 50,471 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,181,428 | 48,615 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,090,423 | 47,861 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $7,321,020 | 47,499 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,836,618 | 52,272 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $8,607,671 | 56,087 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,215,855 | 56,708 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $559,671 | 4,350 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $474,055 | 3,965 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||