Anchor Investment Management, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1634149 COLUMBIA, SC

Position in AWK

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$451,818

+$12,294 QoQ

Shares Held

3,320

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Anchor Investment Management, LLC holds $724,899 across 3 Utilities - Regulated Water names. AWK ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	3,320	$451,818
2	WTRG	Essential Utilities, Inc.	5,602	$225,592
3	AWR	American States Water Co	628	$47,489

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$451,818	3,320	-1.4%	Shares	Sole	2026-05-01
2025-12-31	$439,524	3,368	+1.3%	Shares	Sole	2026-02-26
2025-09-30	$462,945	3,326	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$462,262	3,323	-0.3%	Shares	Sole	2025-08-19
2025-03-31	$491,831	3,334	+1.6%	Shares	Sole	2025-05-20
2024-12-31	$408,576	3,282	+0.9%	Shares	Sole	2025-02-13
2024-09-30	$475,718	3,253	-10.6%	Shares	Sole	2024-11-21
2024-06-30	$469,754	3,637	+0.1%	Shares	Sole	2024-09-20
2024-03-31	$443,866	3,632	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$479,123	3,630	+0.5%	Shares	Sole	2024-01-02
2023-09-30	$447,150	3,611	+0.1%	Shares	Sole	2024-01-02
2023-06-30	$515,184	3,609	-4.4%	Shares	Sole	2024-01-02
2023-03-31	$552,999	3,775	-5.0%	Shares	Sole	2024-01-02
2022-12-31	$605,869	3,975	+0.6%	Shares	Sole	2024-01-02
2022-09-30	$514,522	3,953	-1.6%	Shares	Sole	2024-01-02
2022-06-30	$597,757	4,018	0.0%	Shares	Sole	2024-01-02
2022-03-31	$665,099	4,018	-5.3%	Shares	Sole	2024-01-02
2021-12-31	$801,710	4,245	-32.5%	Shares	Sole	2024-01-02
2021-09-30	$1,062,754	6,287	+0.7%	Shares	Sole	2024-01-02
2021-06-30	$962,233	6,243	+7.2%	Shares	Sole	2024-01-02
2021-03-31	$873,134	5,824	+6.1%	Shares	Sole	2024-01-02
2020-12-31	$842,089	5,487	+2.6%	Shares	Sole	2024-01-02
2020-09-30	$775,108	5,350	+1.5%	Shares	Sole	2024-01-02
2020-06-30	$677,909	5,269	-3.1%	Shares	Sole	2024-01-02
2020-03-31	$649,928	5,436	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.