Waverly Advisors, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in AWK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,546,950

-$307,012 QoQ

Shares Held

102,956

+1.1% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#160

of 1,123 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $16,337,709 across 3 Utilities - Regulated Water names. AWK ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	102,956	$13,546,950
2	WTRG	Essential Utilities, Inc.	60,242	$2,307,870
3	AWR	American States Water Co	5,844	$482,889

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,546,950	102,956	+1.1%	Shares	Sole	2026-08-14
2026-03-31	$13,853,962	101,800	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$13,241,313	101,466	+28.7%	Shares	Sole	2026-02-17
2025-09-30	$10,972,069	78,828	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$11,182,357	80,385	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$11,749,525	79,647	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$9,254,462	74,339	-4.8%	Shares	Sole	2025-02-14
2024-09-30	$11,420,027	78,091	+15.0%	Shares	Sole	2024-11-14
2024-06-30	$8,772,288	67,918	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.