Merit Financial Group, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1621225
ALPHARETTA, GA
Position in AWK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,673,955
+$863,000 QoQ
Shares Held
12,722
+113.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#409
of 1,121 holders
Holding Since
Dec 2022
11 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, 2026Merit Financial Group, LLC holds $4,076,818 across 5 Utilities - Regulated Water names. AWK ranks #1 (41.1% of the industry book) .
All Filings in AWK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,955 | 12,722 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $810,955 | 5,959 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $753,244 | 5,772 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $842,096 | 6,050 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $671,066 | 4,824 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $629,910 | 4,270 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $419,157 | 3,367 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $235,329 | 1,822 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $232,254 | 1,627 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $324,768 | 2,217 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $337,153 | 2,212 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||