Summit Financial, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in AWK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,235,799

+$18,883 QoQ

Shares Held

9,392

+5.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#454

of 1,123 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $2,013,377 across 2 Utilities - Regulated Water names. AWK ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc. This page	9,392	$1,235,799
2	WTRG	Essential Utilities, Inc.	20,297	$777,578

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,235,799	9,392	+5.0%	Shares	Sole	2026-08-12
2026-03-31	$1,216,916	8,942	+8.1%	Shares	Sole	2026-05-15
2025-12-31	$1,079,235	8,270	-3.7%	Shares	Sole	2026-02-13
2025-09-30	$1,195,781	8,591	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$1,183,408	8,507	+1.3%	Shares	Sole	2025-08-13
2025-03-31	$1,238,872	8,398	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$1,050,446	8,438	+1.1%	Shares	Sole	2025-02-12
2024-09-30	$1,220,519	8,346	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$1,090,110	8,440	+66.7%	Shares	Sole	2024-07-31
2024-03-31	$618,871	5,064	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$666,945	5,053	-1.9%	Shares	Sole	2024-02-06
2023-09-30	$637,972	5,152	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$733,592	5,139	+267.3%	Shares	Sole	2023-08-11
2022-12-31	$213,235	1,399	-12.1%	Shares	Sole	2023-02-07
2022-09-30	$207,084	1,591	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.