Sound View Wealth Advisors Group, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1784777 SAVANNAH, GA

Position in AWK

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$218,832

+$8,075 QoQ

Shares Held

1,608

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 14% Shared 0% None 86%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$218,832	1,608	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$210,757	1,615	-2.7%	Shares	Sole	2026-01-08
2025-09-30	$230,916	1,659	+2.5%	Shares	Sole	2025-11-10
2025-06-30	$225,219	1,619	+0.2%	Shares	Sole	2025-08-07
2025-03-31	$238,244	1,615	-15.7%	Shares	Sole	2025-05-08
2024-12-31	$238,398	1,915	-2.5%	Shares	Sole	2025-02-07
2024-09-30	$287,215	1,964	+2.6%	Shares	Sole	2024-11-12
2024-06-30	$247,341	1,915	+3.6%	Shares	Sole	2024-08-05
2024-03-31	$225,966	1,849	+2.9%	Shares	Sole	2024-05-09
2023-12-31	$237,186	1,797	+6.5%	Shares	Sole	2024-02-08
2023-09-30	$209,025	1,688	-2.0%	Shares	Sole	2023-11-07
2023-06-30	$245,815	1,722	-0.2%	Shares	Sole	2023-08-08
2023-03-31	$252,841	1,726	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$273,898	1,797	+10.6%	Shares	Sole	2024-02-13
2022-06-30	$241,751	1,625	-23.5%	Shares	Sole	2022-08-05
2022-03-31	$351,751	2,125	+10.4%	Shares	Sole	2022-05-11
2021-12-31	$363,555	1,925	+17.4%	Shares	Sole	2022-01-20
2021-09-30	$277,225	1,640	0.0%	Shares	Sole	2021-10-21
2021-06-30	$252,773	1,640	-30.8%	Shares	Sole	2021-07-21
2021-03-31	$355,310	2,370	0.0%	Shares	Sole	2021-04-28
2020-12-31	$363,723	2,370	0.0%	Shares	Sole	2021-02-02
2020-09-30	$343,365	2,370	0.0%	Shares	Sole	2020-11-09
2020-06-30	$304,924	2,370	0.0%	Shares	Sole	2020-08-07
2020-03-31	$283,357	2,370	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.