Fortitude Family Office, LLC

Family Office

Position in AWK — American Water Works Company, Inc.

CIK 1950506 SCOTTSDALE, AZ

Position in AWK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$29,342

+$3,485 QoQ

Shares Held

223

+17.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#943

of 1,123 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fortitude Family Office, LLC holds $52,008 across 9 Utilities - Regulated Water names. AWK ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	223	$29,342
2	WTRG	Essential Utilities, Inc.	173	$6,627
3	CWT	California Water Service Group	104	$5,059
4	AWR	American States Water Co	60	$4,957
5	MSEX	Middlesex Water Co	53	$2,976
6	HTO	H2o America	40	$2,430
7	CDZI	Cadiz Inc	89	$372
8	GWRS	Global Water Resources, Inc.	31	$224

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,342	223	+17.4%	Shares	Sole	2026-07-20
2026-03-31	$25,857	190	+167.6%	Shares	Sole	2026-04-16
2025-12-31	$9,265	71	+20.3%	Shares	Sole	2026-01-15
2025-09-30	$8,212	59	+7.3%	Shares	Sole	2025-10-17
2025-06-30	$7,651	55	+3.8%	Shares	Sole	2025-07-15
2025-03-31	$7,818	53	0.0%	Shares	Sole	2025-04-16
2024-12-31	$6,597	53	0.0%	Shares	Sole	2025-01-10
2024-09-30	$7,750	53	0.0%	Shares	Sole	2024-10-25
2024-06-30	$6,845	53	-70.6%	Shares	Sole	2024-07-10
2023-12-31	$23,758	180	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.