Forza Wealth Management, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1963030
SARASOTA, FL
Position in AWK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$487,767
-$26,108 QoQ
Shares Held
3,707
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#625
of 1,121 holders
Holding Since
Mar 2023
14 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, 2026Forza Wealth Management, LLC holds $487,767 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
|
3,707 | $487,767 |
All Filings in AWK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,767 | 3,707 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $513,875 | 3,776 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $492,768 | 3,776 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $506,651 | 3,640 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $534,182 | 3,840 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $606,602 | 4,112 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $518,500 | 4,165 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $707,362 | 4,837 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $624,746 | 4,837 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $591,129 | 4,837 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $638,435 | 4,837 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,193,349 | 9,637 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,375,681 | 9,637 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,411,724 | 9,637 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||