Sequoia Financial Advisors, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1599900 Akron, OH

Position in AWK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,610,539

+$392,126 QoQ

Shares Held

12,240

+36.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#417

of 1,121 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $3,910,349 across 4 Utilities - Regulated Water names. AWK ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	12,240	$1,610,539
2	WTRG	Essential Utilities, Inc.	39,212	$1,502,211
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	91,338	$527,933
4	CWT	California Water Service Group	5,543	$269,666

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,610,539	12,240	+36.7%	Shares	Sole	2026-07-17
2026-03-31	$1,218,413	8,953	-13.6%	Shares	Sole	2026-04-30
2025-12-31	$1,351,588	10,357	+38.1%	Shares	Sole	2026-02-03
2025-09-30	$1,044,064	7,501	+56.0%	Shares	Sole	2025-10-29
2025-06-30	$668,979	4,809	+36.2%	Shares	Sole	2025-07-25
2025-03-31	$521,040	3,532	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$442,437	3,554	+6.9%	Shares	Sole	2025-08-08
2024-09-30	$486,394	3,326	+13.0%	Shares	Sole	2024-10-21
2024-06-30	$380,117	2,943	+23.7%	Shares	Sole	2024-07-15
2024-03-31	$290,737	2,379	-33.4%	Shares	Sole	2024-04-30
2023-12-31	$471,732	3,574	+59.0%	Shares	Sole	2024-01-26
2023-09-30	$278,369	2,248	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$321,187	2,250	+24.0%	Shares	Sole	2023-08-08
2023-03-31	$265,879	1,815	+2.4%	Shares	Sole	2023-04-25
2022-12-31	$270,088	1,772	-8.0%	Shares	Sole	2023-02-10
2022-06-30	$286,531	1,926	-7.4%	Shares	Sole	2022-07-22
2022-03-31	$344,136	2,079	+53.1%	Shares	Sole	2022-05-13
2021-12-31	$256,471	1,358	-45.2%	Shares	Sole	2022-02-22
2021-06-30	$381,934	2,478	+45.4%	Shares	Sole	2021-07-27
2021-03-31	$255,463	1,704	-0.2%	Shares	Sole	2021-05-14
2020-12-31	$262,126	1,708	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$246,875	1,704	+9.1%	Shares	Sole	2020-10-23
2020-06-30	$200,966	1,562	—	Shares	Sole	2020-08-25
No filing history on record for this holder in this stock.