Cornerstone Planning Group LLC
Position in AWK — American Water Works Company, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in AWK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,184
+$1,794 QoQ
Shares Held
85
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,007
of 1,125 holders
Holding Since
Sep 2023
11 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, 2026Cornerstone Planning Group LLC holds $23,068 across 6 Utilities - Regulated Water names. AWK ranks #1 (48.5% of the industry book) .
All Filings in AWK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,184 | 85 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,390 | 69 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,176 | 32 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,274 | 81 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,433 | 75 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,638 | 45 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,232 | 34 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,434 | 44 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $66,517 | 515 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $395 | 3 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $371 | 3 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||