Bogart Wealth, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1715740 MCLEAN, VA

Position in AWK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$9,868

+$4,561 QoQ

Shares Held

+92.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,019

of 1,121 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $13,202 across 4 Utilities - Regulated Water names. AWK ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	75	$9,868
2	WTRG	Essential Utilities, Inc.	64	$2,451
3	YORW	York Water Co	17	$521
4	GWRS	Global Water Resources, Inc.	50	$362

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,868	75	+92.3%	Shares	Sole	2026-07-24
2026-03-31	$5,307	39	+116.7%	Shares	Sole	2026-04-28
2025-12-31	$2,349	18	-84.2%	Shares	Sole	2026-01-30
2025-09-30	$15,867	114	+1040.0%	Shares	Sole	2025-10-27
2025-06-30	$1,391	10	-16.7%	Shares	Sole	2025-07-30
2025-03-31	$1,770	12	+100.0%	Shares	Sole	2025-05-02
2024-12-31	$746	6	-60.0%	Shares	Sole	2025-01-30
2024-03-31	$1,833	15	-77.9%	Shares	Sole	2024-04-25
2022-12-31	$10,364	68	0.0%	Shares	Sole	2023-02-06
2022-09-30	$8,850	68	-18.1%	Shares	Sole	2022-11-03
2022-06-30	$12,347	83	0.0%	Shares	Sole	2022-07-22
2022-03-31	$13,738	83	0.0%	Shares	Sole	2022-04-22
2021-12-31	$15,675	83	0.0%	Shares	Sole	2022-01-19
2021-09-30	$14,030	83	0.0%	Shares	Sole	2021-10-15
2021-06-30	$12,792	83	0.0%	Shares	Sole	2021-08-06
2021-03-31	$12,443	83	—	Shares	Sole	2021-04-16
2020-12-31	$0	0	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.