Steward Partners Investment Advisory, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1723397
STAMFORD, CT
Position in AWK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,534,525
+$2,799,535 QoQ
Shares Held
49,662
+81.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#234
of 1,123 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $8,352,186 across 9 Utilities - Regulated Water names. AWK ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
49,662 | $6,534,525 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
35,247 | $1,350,312 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
32,550 | $188,139 | |
| 4 | CWT |
California Water Service Group
|
3,650 | $177,572 | |
| 5 | MSEX |
Middlesex Water Co
|
971 | $54,531 | |
| 6 | AWR |
American States Water Co
|
430 | $35,530 | |
| 7 | HTO |
H2o America
|
184 | $11,181 | |
| 8 | PCYO |
Pure Cycle Corp
|
33 | $353 |
All Filings in AWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,534,525 | 49,662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,734,990 | 27,445 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,739,999 | 28,659 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,837,189 | 27,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,192,713 | 22,951 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,952,465 | 20,014 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,457,308 | 19,739 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,813,511 | 19,239 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,304,860 | 17,845 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,209,190 | 18,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,372,916 | 17,978 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,200,954 | 17,774 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,311,979 | 16,196 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,338,126 | 15,961 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,378,818 | 15,607 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,027,762 | 15,579 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,262,494 | 15,208 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,703,767 | 16,334 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,005,734 | 26,505 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,362,246 | 25,806 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,937,559 | 25,547 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,185,016 | 27,915 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,554,836 | 29,679 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,670,969 | 25,338 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,940,578 | 15,083 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,642,395 | 13,737 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||