Position in AWK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$89,605
+$84,298 QoQ
Shares Held
681
+1646.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#885
of 1,123 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $167,900 across 10 Utilities - Regulated Water names. AWK ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
681 | $89,605 | |
| 2 | AWR |
American States Water Co
|
451 | $37,266 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
502 | $19,231 | |
| 4 | CWT |
California Water Service Group
|
302 | $14,692 | |
| 5 | YORW |
York Water Co
|
104 | $3,187 | |
| 6 | HTO |
H2o America
|
17 | $1,033 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
34 | $1,003 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
114 | $825 |
All Filings in AWK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,605 | 681 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,307 | 39 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,569 | 58 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,175 | 30 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,173 | 30 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,113 | 55 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $622 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $731 | 5 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $645 | 5 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $366 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $395 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $371 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $428 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $439 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $304 | 2 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||