BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in AWK — American Water Works Company, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in AWK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,789
+$2,180 QoQ
Shares Held
120
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#981
of 1,123 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $188,172 across 3 Utilities - Regulated Water names. AWK ranks #3 (8.4% of the industry book) .
All Filings in AWK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,789 | 120 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,609 | 100 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||