Center for Financial Planning, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1803557
SOUTHFIED, MI
Position in AWK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$26,316
-$902 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#950
of 1,121 holders
Holding Since
Mar 2020
20 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, 2026Center for Financial Planning, Inc. holds $29,802 across 2 Utilities - Regulated Water names. AWK ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
200 | $26,316 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
91 | $3,486 |
All Filings in AWK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,316 | 200 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $27,218 | 200 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,100 | 200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $27,838 | 200 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,822 | 200 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,504 | 200 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $24,898 | 200 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $29,248 | 200 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $25,832 | 200 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $24,442 | 200 | Shares | Sole | 2024-04-25 | |
| 2022-06-30 | $7,884 | 53 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,773 | 53 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,009 | 53 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,959 | 53 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $8,168 | 53 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,945 | 53 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,133 | 53 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,678 | 53 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,818 | 53 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,336 | 53 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||