JOURNEY STRATEGIC WEALTH LLC
Position in AWK — American Water Works Company, Inc.
CIK 1909316
SUMMIT, NJ
Position in AWK
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$237,881
-$2,238 QoQ
Shares Held
1,748
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,150,721 across 4 Utilities - Regulated Water names. AWK ranks #4 (20.7% of the industry book) .
All Filings in AWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,881 | 1,748 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $240,119 | 1,840 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $394,095 | 2,833 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||