Position in AWK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,789
-$14,493 QoQ
Shares Held
196
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#953
of 1,121 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Spire Wealth Management holds $26,555 across 2 Utilities - Regulated Water names. AWK ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
196 | $25,789 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
20 | $766 |
All Filings in AWK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,789 | 196 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $40,282 | 296 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,280 | 301 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49,551 | 356 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $49,105 | 353 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,909,056 | 12,941 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,635,923 | 13,141 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,011,969 | 13,758 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,853,575 | 14,351 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,740,025 | 14,238 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,969,554 | 14,922 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,856,954 | 14,996 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,784,053 | 19,503 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,905,043 | 19,831 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,171,527 | 14,247 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,356,006 | 10,418 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,715,828 | 24,977 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,264,581 | 80,134 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,426,273 | 81,681 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $15,520,576 | 91,816 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,445,530 | 87,235 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $12,843,196 | 85,667 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||