WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1632972
PLYMOUTH, MN
Position in AWK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,188,698
+$3,677,966 QoQ
Shares Held
138,233
+29.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 151 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,879,119 across 8 Utilities - Regulated Water names. AWK ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
138,233 | $18,188,698 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
96,716 | $3,705,189 | |
| 3 | AWR |
American States Water Co
|
37,918 | $3,133,164 | |
| 4 | CWT |
California Water Service Group
|
26,053 | $1,267,478 | |
| 5 | HTO |
H2o America
|
13,813 | $839,416 | |
| 6 | YORW |
York Water Co
|
14,117 | $432,686 | |
| 7 | MSEX |
Middlesex Water Co
|
3,736 | $209,813 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,764 | $102,675 |
All Filings in AWK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,188,698 | 138,233 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,510,732 | 106,626 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,923,240 | 129,680 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $23,650,747 | 169,917 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,695,054 | 141,579 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $18,344,407 | 124,352 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,160,641 | 121,782 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $17,087,997 | 116,849 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,247,338 | 118,050 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $14,465,753 | 118,368 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,111,710 | 106,915 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,155,080 | 106,235 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||