Everhart Financial Group, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1852858
Dublin, OH
Position in AWK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$451,845
-$45,427 QoQ
Shares Held
3,434
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#644
of 1,121 holders
Holding Since
Dec 2022
13 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, 2026Everhart Financial Group, Inc. holds $451,845 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
|
3,434 | $451,845 |
All Filings in AWK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,845 | 3,434 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $497,272 | 3,654 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $417,078 | 3,196 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $551,749 | 3,964 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $460,454 | 3,310 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $364,374 | 2,470 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $266,906 | 2,144 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $387,974 | 2,653 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $239,720 | 1,856 | Shares | Sole | 2024-07-24 | |
| 2023-09-30 | $279,855 | 2,260 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $328,610 | 2,302 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $295,470 | 2,017 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $365,045 | 2,395 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||