Fulcrum Capital LLC

Position in AWK — American Water Works Company, Inc.

CIK 1724090 SEATTLE, WA

Position in AWK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,079,350

-$21,618 QoQ

Shares Held

8,203

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#470

of 1,121 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fulcrum Capital LLC holds $1,318,787 across 2 Utilities - Regulated Water names. AWK ranks #1 (81.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc. This page	8,203	$1,079,350
2	WTRG	Essential Utilities, Inc.	6,250	$239,437

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,079,350	8,203	+1.4%	Shares	Sole	2026-07-21
2026-03-31	$1,100,968	8,090	+5.7%	Shares	Sole	2026-04-30
2025-12-31	$999,108	7,656	+4.2%	Shares	Sole	2026-01-15
2025-09-30	$1,022,489	7,346	+8.3%	Shares	Sole	2025-10-28
2025-06-30	$943,722	6,784	+44.5%	Shares	Sole	2025-07-24
2025-03-31	$692,606	4,695	-2.5%	Shares	Sole	2025-04-08
2024-12-31	$599,170	4,813	-2.2%	Shares	Sole	2025-01-13
2024-09-30	$719,939	4,923	0.0%	Shares	Sole	2024-10-22
2024-06-30	$635,854	4,923	+11.3%	Shares	Sole	2024-07-22
2024-03-31	$540,657	4,424	+6.3%	Shares	Sole	2024-04-17
2023-12-31	$549,474	4,163	-11.4%	Shares	Sole	2024-01-10
2023-09-30	$581,629	4,697	-5.9%	Shares	Sole	2023-10-13
2023-06-30	$712,465	4,991	-8.7%	Shares	Sole	2023-07-27
2023-03-31	$800,567	5,465	-8.5%	Shares	Sole	2023-05-11
2022-12-31	$909,947	5,970	+1.3%	Shares	Sole	2023-01-24
2022-09-30	$766,772	5,891	-5.5%	Shares	Sole	2022-10-17
2022-06-30	$927,432	6,234	—	Shares	Sole	2022-08-03
No filing history on record for this holder in this stock.