Heritage Wealth Management, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1944755
CINCINNATI, OH
Position in AWK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$493,425
-$16,912 QoQ
Shares Held
3,750
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#623
of 1,121 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $493,425 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
|
3,750 | $493,425 |
All Filings in AWK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,425 | 3,750 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $510,337 | 3,750 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $489,375 | 3,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $521,962 | 3,750 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $521,662 | 3,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $553,200 | 3,750 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $466,837 | 3,750 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $548,400 | 3,750 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $484,350 | 3,750 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||