MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1607355
GLASTONBURY, CT
Position in AWK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,072,377
-$36,756 QoQ
Shares Held
8,150
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#472
of 1,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,072,377 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
|
8,150 | $1,072,377 |
All Filings in AWK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,377 | 8,150 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,109,133 | 8,150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,187,550 | 9,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,380,068 | 9,915 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,448,830 | 10,415 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,558,548 | 10,565 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,355,696 | 10,890 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,636,425 | 11,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,464,674 | 11,340 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,459,187 | 11,940 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,995,688 | 15,120 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,903,267 | 15,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,465,292 | 17,270 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,529,882 | 17,270 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,647,535 | 17,370 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,260,879 | 17,370 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,584,134 | 17,370 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,883,532 | 17,420 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,384,560 | 17,921 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,029,196 | 17,920 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,823,661 | 18,320 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,716,550 | 18,120 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,750,182 | 17,920 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,533,951 | 17,490 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,344,185 | 18,220 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,232,185 | 18,670 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||