Global Retirement Partners, LLC
PensionPosition in AWK — American Water Works Company, Inc.
CIK 1749744
San Rafael, CA
Position in AWK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$575,662
-$186,588 QoQ
Shares Held
4,375
-25.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#595
of 1,123 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $1,918,268 across 11 Utilities - Regulated Water names. AWK ranks #1 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
4,375 | $575,662 | |
| 2 | YORW |
York Water Co
|
12,897 | $395,293 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
50,226 | $290,306 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
3,731 | $142,934 | |
| 5 | AWR |
American States Water Co
|
1,334 | $110,228 | |
| 6 | HTO |
H2o America
|
1,687 | $102,518 | |
| 7 | PCYO |
Pure Cycle Corp
|
8,052 | $86,236 | |
| 8 | CWT |
California Water Service Group
|
1,658 | $80,661 |
All Filings in AWK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,662 | 4,375 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $762,250 | 5,841 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $259,310 | 1,863 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $282,671 | 2,032 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $184,743 | 1,484 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $275,077 | 1,881 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $222,671 | 1,724 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $142,619 | 1,167 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $272,031 | 2,061 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $235,277 | 1,900 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $251,097 | 1,759 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $258,701 | 1,766 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $133,824 | 878 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $113,369 | 871 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $133,744 | 899 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $150,632 | 910 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $87,731 | 519 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $70,745 | 459 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $71,212 | 475 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $311,237 | 2,028 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $287,586 | 1,985 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $267,484 | 2,079 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $321,018 | 2,685 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||