Heritage Wealth Advisors
Position in AWK — American Water Works Company, Inc.
CIK 1591122
RICHMOND, VA
Position in AWK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,000
-$514 QoQ
Shares Held
114
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#984
of 1,123 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Heritage Wealth Advisors holds $15,000 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
114 | $15,000 |
All Filings in AWK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,000 | 114 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,514 | 114 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $995 | 8 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $877 | 6 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||