Position in AWK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$522,504
-$104,462 QoQ
Shares Held
3,971
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#617
of 1,121 holders
Holding Since
Mar 2020
14 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, 2026CX Institutional holds $889,245 across 2 Utilities - Regulated Water names. AWK ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,971 | $522,504 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
9,573 | $366,741 |
All Filings in AWK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,504 | 3,971 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $626,966 | 4,607 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $608,391 | 4,662 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $658,368 | 4,730 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $208,804 | 1,501 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $218,477 | 1,481 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $40,762 | 274 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $83,843 | 496 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $57,336 | 372 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $32,832 | 219 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $28,698 | 187 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $27,237 | 188 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $25,732 | 200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,173 | 60 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||