Position in AWK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$397,897
+$134,548 QoQ
Shares Held
3,024
+49.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#673
of 1,121 holders
Holding Since
Jun 2025
4 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, 2026AlphaCore Capital LLC holds $1,889,399 across 3 Utilities - Regulated Water names. AWK ranks #2 (21.1% of the industry book) .
All Filings in AWK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,897 | 3,024 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $263,349 | 2,018 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $205,305 | 1,475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $94,455 | 679 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||