PERSONAL CFO SOLUTIONS, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1677501
CHESTER, NJ
Position in AWK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$241,712
-$16,722 QoQ
Shares Held
1,837
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#785
of 1,123 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $241,712 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
1,837 | $241,712 |
All Filings in AWK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,712 | 1,837 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $258,434 | 1,899 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $246,906 | 1,892 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $247,619 | 1,779 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $250,119 | 1,798 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $273,502 | 1,854 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $222,339 | 1,786 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $515,934 | 3,528 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $458,518 | 3,550 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $232,443 | 1,902 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||