HCR Wealth Advisors

Position in AWK — American Water Works Company, Inc.

CIK 1697715 LOS ANGELES, CA

Position in AWK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,364,369

-$139,812 QoQ

Shares Held

25,569

-0.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#311

of 1,121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HCR Wealth Advisors holds $4,782,023 across 3 Utilities - Regulated Water names. AWK ranks #1 (70.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	25,569	$3,364,369
2	AWR	American States Water Co	12,705	$1,049,814
3	CDZI	Cadiz Inc	88,000	$367,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,364,369	25,569	-0.7%	Shares	Sole	2026-07-13
2026-03-31	$3,504,181	25,749	-0.7%	Shares	Sole	2026-04-21
2025-12-31	$3,383,865	25,930	-0.2%	Shares	Sole	2026-01-27
2025-09-30	$3,616,573	25,983	+2.9%	Shares	Sole	2025-10-03
2025-06-30	$3,511,831	25,245	-0.3%	Shares	Sole	2025-07-17
2025-03-31	$3,736,386	25,328	-6.0%	Shares	Sole	2025-04-21
2024-12-31	$3,352,764	26,932	-0.3%	Shares	Sole	2025-01-14
2024-09-30	$3,950,966	27,017	+0.5%	Shares	Sole	2024-10-10
2024-06-30	$3,471,820	26,880	-0.8%	Shares	Sole	2024-08-07
2024-03-31	$3,313,113	27,110	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$3,610,058	27,351	+5.7%	Shares	Sole	2024-02-09
2023-09-30	$3,203,853	25,873	-10.3%	Shares	Sole	2023-10-20
2023-06-30	$4,118,337	28,850	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$4,290,252	29,287	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$4,524,130	29,682	-2.7%	Shares	Sole	2023-02-13
2022-09-30	$3,968,578	30,490	-1.8%	Shares	Sole	2022-11-07
2022-06-30	$4,617,969	31,041	-2.4%	Shares	Sole	2022-08-12
2022-03-31	$5,264,681	31,805	-1.0%	Shares	Sole	2022-05-05
2021-12-31	$6,068,071	32,130	-1.3%	Shares	Sole	2022-02-04
2021-09-30	$5,503,942	32,560	+1.6%	Shares	Sole	2021-11-02
2021-06-30	$4,939,249	32,046	+1.7%	Shares	Sole	2021-07-21
2021-03-31	$4,725,178	31,518	-5.6%	Shares	Sole	2021-05-13
2020-12-31	$5,121,447	33,371	+1.1%	Shares	Sole	2021-02-04
2020-09-30	$4,781,329	33,002	+2.8%	Shares	Sole	2020-11-05
2020-06-30	$4,132,301	32,118	-0.4%	Shares	Sole	2020-07-30
2020-03-31	$3,856,407	32,255	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.