Confluence Wealth Services, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1910411
MCMURRAY, PA
Position in AWK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,059,876
+$623,164 QoQ
Shares Held
8,055
+151.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#474
of 1,123 holders
Holding Since
Sep 2025
4 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, 2026Confluence Wealth Services, Inc. holds $1,059,876 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
|
8,055 | $1,059,876 |
All Filings in AWK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,876 | 8,055 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $436,712 | 3,209 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $418,774 | 3,209 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $455,847 | 3,275 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||