Alan B Lancz & Associates, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1897835
TOLEDO, OH
Position in AWK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$572,373
-$19,618 QoQ
Shares Held
4,350
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#596
of 1,121 holders
Holding Since
Dec 2021
18 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, 2026Alan B Lancz & Associates, Inc. holds $1,062,128 across 2 Utilities - Regulated Water names. AWK ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
4,350 | $572,373 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
12,784 | $489,755 |
All Filings in AWK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,373 | 4,350 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $591,991 | 4,350 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $632,925 | 4,850 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $675,071 | 4,850 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $674,683 | 4,850 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $715,472 | 4,850 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $603,776 | 4,850 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $862,816 | 5,900 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $762,044 | 5,900 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $824,937 | 6,250 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $773,937 | 6,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $892,187 | 6,250 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $915,562 | 6,250 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $952,625 | 6,250 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $862,960 | 6,630 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,033,951 | 6,950 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,249,751 | 7,550 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,425,893 | 7,550 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||