Physician Wealth Advisors, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1795173
MIDVALE, UT
Position in AWK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,368
+$14,203 QoQ
Shares Held
170
+183.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#963
of 1,123 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $72,486 across 6 Utilities - Regulated Water names. AWK ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
4,268 | $24,669 | |
| 2 | AWK |
American Water Works Company, Inc.
This page
|
170 | $22,368 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
513 | $19,653 | |
| 4 | YORW |
York Water Co
|
124 | $3,800 | |
| 5 | AWR |
American States Water Co
|
18 | $1,487 | |
| 6 | ARTNA |
Artesian Resources Corp
|
15 | $509 |
All Filings in AWK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,368 | 170 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,165 | 60 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,830 | 60 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,300 | 74 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,433 | 75 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,261 | 56 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,971 | 56 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||