JEPPSON WEALTH MANAGEMENT, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in AWK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$498,425
+$288,847 QoQ
Shares Held
3,788
+146.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#622
of 1,123 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $498,425 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,788 | $498,425 |
All Filings in AWK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,425 | 3,788 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $209,578 | 1,540 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $200,970 | 1,540 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $214,352 | 1,540 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $214,229 | 1,540 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $227,180 | 1,540 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $235,446 | 1,610 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $207,947 | 1,610 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $202,868 | 1,660 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $219,103 | 1,660 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $214,845 | 1,735 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $247,671 | 1,735 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $261,484 | 1,785 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $279,690 | 1,835 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $238,843 | 1,835 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $272,992 | 1,835 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $303,747 | 1,835 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $346,558 | 1,835 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $297,510 | 1,760 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $286,681 | 1,860 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $278,851 | 1,860 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $285,454 | 1,860 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $269,476 | 1,860 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||