SS&H Financial Advisors, Inc.

Position in AWK — American Water Works Company, Inc.

CIK 1911735 TROY, MI

Position in AWK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,264,746

-$54,870 QoQ

Shares Held

9,612

-4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#449

of 1,121 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SS&H Financial Advisors, Inc. holds $1,688,990 across 2 Utilities - Regulated Water names. AWK ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc. This page	9,612	$1,264,746
2	WTRG	Essential Utilities, Inc.	11,074	$424,244

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,264,746	9,612	-4.9%	Shares	Sole	2026-08-04
2025-12-31	$1,319,616	10,112	0.0%	Shares	Sole	2026-01-20
2025-09-30	$1,407,489	10,112	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,406,680	10,112	-16.5%	Shares	Sole	2025-08-05
2025-03-31	$1,786,762	12,112	+0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,507,573	12,110	+3.5%	Shares	Sole	2025-01-14
2024-09-30	$1,711,008	11,700	0.0%	Shares	Sole	2024-10-09
2024-06-30	$1,511,172	11,700	0.0%	Shares	Sole	2024-09-10
2024-03-31	$1,429,857	11,700	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,544,283	11,700	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$1,467,385	11,850	-10.1%	Shares	Sole	2023-10-18
2023-03-31	$1,930,005	13,175	0.0%	Shares	Sole	2023-05-04
2022-12-31	$2,008,133	13,175	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,714,858	13,175	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,960,044	13,175	0.0%	Shares	Sole	2022-07-14
2022-03-31	$2,180,857	13,175	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.