MISSION WEALTH MANAGEMENT, LP
Position in AWK — American Water Works Company, Inc.
CIK 1645382
Santa Barbara, CA
Position in AWK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$415,398
New position
Shares Held
3,157
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 1,121 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $642,447 across 2 Utilities - Regulated Water names. AWK ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,157 | $415,398 | |
| 2 | CWT |
California Water Service Group
|
4,667 | $227,049 |
All Filings in AWK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,398 | 3,157 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||