SOA Wealth Advisors, LLC.
Position in AWK — American Water Works Company, Inc.
CIK 1849444
NEW YORK, NY
Position in AWK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,758,598
+$5,711,826 QoQ
Shares Held
43,765
-5.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#252
of 1,123 holders
Holding Since
Dec 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, 2026SOA Wealth Advisors, LLC. holds $5,760,666 across 2 Utilities - Regulated Water names. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
43,765 | $5,758,598 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
54 | $2,068 |
All Filings in AWK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,758,598 | 43,765 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $46,772 | 46,179 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $46,744 | 46,179 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $556 | 4 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $556 | 4 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $590 | 4 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $497 | 4 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $584 | 4 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $516 | 4 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $488 | 4 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $527 | 4 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $495 | 4 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,139 | 29 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $4,248 | 29 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,420 | 29 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,165 | 32 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $7,289 | 49 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $70,184 | 424 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $80,076 | 424 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $71,672 | 424 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $65,351 | 424 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $46,325 | 309 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $52,333 | 341 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||