Position in AWK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$112,500
-$1,492,409 QoQ
Shares Held
855
-92.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#872
of 1,121 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, 2026IFP Advisors, Inc holds $601,298 across 11 Utilities - Regulated Water names. AWK ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
5,583 | $213,884 | |
| 2 | AWK |
American Water Works Company, Inc.
This page
|
855 | $112,500 | |
| 3 | AWR |
American States Water Co
|
1,179 | $97,420 | |
| 4 | HTO |
H2o America
|
1,436 | $87,265 | |
| 5 | CWT |
California Water Service Group
|
1,213 | $59,012 | |
| 6 | YORW |
York Water Co
|
376 | $11,524 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
244 | $7,198 | |
| 8 | MSEX |
Middlesex Water Co
|
110 | $6,177 |
All Filings in AWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,500 | 855 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,604,909 | 11,793 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,529,068 | 11,717 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $204,330 | 1,468 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $228,418 | 1,642 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $176,581 | 1,197 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $157,977 | 1,269 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $186,309 | 1,274 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $162,999 | 1,262 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $271,061 | 2,218 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $353,469 | 2,678 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $439,101 | 3,546 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $503,622 | 3,528 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,191,549 | 8,134 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $630 | 7,311 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $986,612 | 7,580 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,051,357 | 7,067 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $981,261 | 5,928 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $832,494 | 4,408 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $773,865 | 4,578 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $676,938 | 4,392 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $599,230 | 3,997 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $651,019 | 4,242 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $598,354 | 4,130 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $522,488 | 4,061 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $446,197 | 3,732 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||