HB Wealth Management, LLC

Position in AWK — American Water Works Company, Inc.

CIK 1911253 Atlanta, GA

Position in AWK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,255,931

+$442,113 QoQ

Shares Held

9,545

+59.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#451

of 1,121 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,883,817 across 4 Utilities - Regulated Water names. AWK ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	9,545	$1,255,931
2	WTRG	Essential Utilities, Inc.	29,132	$1,116,046
3	AWR	American States Water Co	4,465	$368,942
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	24,723	$142,898

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,931	9,545	+59.6%	Shares	Sole	2026-07-29
2026-03-31	$813,818	5,980	+13.0%	Shares	Sole	2026-04-27
2025-12-31	$690,475	5,291	+9.6%	Shares	Sole	2026-01-28
2025-09-30	$671,730	4,826	+21.3%	Shares	Sole	2025-10-23
2025-06-30	$553,379	3,978	-22.1%	Shares	Sole	2025-07-17
2025-03-31	$753,532	5,108	+52.8%	Shares	Sole	2025-05-07
2024-12-31	$416,294	3,344	-16.3%	Shares	Sole	2025-01-15
2024-09-30	$583,936	3,993	+16.1%	Shares	Sole	2024-10-15
2024-06-30	$444,052	3,438	+35.2%	Shares	Sole	2024-07-26
2024-03-31	$310,780	2,543	+49.1%	Shares	Sole	2024-04-30
2023-12-31	$225,042	1,705	-13.9%	Shares	Sole	2024-01-16
2023-09-30	$245,183	1,980	+9.6%	Shares	Sole	2023-10-13
2023-06-30	$257,949	1,807	-1.0%	Shares	Sole	2023-07-13
2023-03-31	$267,490	1,826	+12.0%	Shares	Sole	2023-04-13
2022-12-31	$248,444	1,630	-9.4%	Shares	Sole	2023-01-20
2022-06-30	$267,786	1,800	+6.4%	Shares	Sole	2022-07-15
2022-03-31	$279,911	1,691	+18.1%	Shares	Sole	2022-05-16
2021-12-31	$270,447	1,432	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.