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Equibles

Perigon Wealth Management, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1575239 SAN FRANCISCO, CA
Back to AWK Full portfolio

Position in AWK

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,049,350
-$168,519 QoQ
Shares Held
7,975
-10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#478
of 1,132 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in AWK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $5,115,592 across 10 Utilities - Regulated Water names. AWK ranks #1 (20.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
This page 		7,975 $1,049,350
2 WTRG
Essential Utilities, Inc.
 20,325 $778,650
3 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 116,119 $671,167
4 AWR
American States Water Co
 6,794 $561,388
5 CWT
California Water Service Group
 10,518 $511,700
6 YORW
York Water Co
 13,966 $428,057
7 HTO
H2o America
 6,393 $388,502
8 ARTNA
Artesian Resources Corp
 8,291 $281,811

All Filings in AWK

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,049,350 7,975
2026-03-31 $1,217,869 8,949
2025-12-31 $941,688 7,216
2025-09-30 $290,767 2,089
2025-06-30 $267,508 1,923
2020-12-31 $56,937 371