Foundations Investment Advisors, LLC
EndowmentPosition in AWK — American Water Works Company, Inc.
CIK 1743404
PHOENIX, AZ
Position in AWK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$280,209
-$13,155 QoQ
Shares Held
2,059
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Foundations Investment Advisors, LLC holds $376,280 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
9,822 | $376,280 |
All Filings in AWK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,209 | 2,059 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $293,364 | 2,248 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $226,044 | 1,624 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $225,219 | 1,619 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $254,619 | 1,726 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $204,661 | 1,644 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||