OneDigital Investment Advisors LLC
Position in AWK — American Water Works Company, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in AWK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$481,319
-$27,929 QoQ
Shares Held
3,658
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#630
of 1,123 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $649,002 across 2 Utilities - Regulated Water names. AWK ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,658 | $481,319 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
29,011 | $167,683 |
All Filings in AWK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,319 | 3,658 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $509,248 | 3,742 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $531,918 | 4,076 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $619,256 | 4,449 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $517,071 | 3,717 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $551,429 | 3,738 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $500,574 | 4,021 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $580,426 | 3,969 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $515,865 | 3,994 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $444,966 | 3,641 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $440,450 | 3,337 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $374,338 | 3,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $410,263 | 2,874 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $414,859 | 2,832 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $433,939 | 2,847 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $379,025 | 2,912 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $346,931 | 2,332 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $427,895 | 2,585 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $714,267 | 3,782 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $631,026 | 3,733 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $370,066 | 2,401 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $203,741 | 1,359 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||