Alpine Bank Wealth Management
BankPosition in AWK — American Water Works Company, Inc.
CIK 1974910
GRAND JUNCTION, CO
Position in AWK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$138,159
-$42,788 QoQ
Shares Held
1,050
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#862
of 1,123 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Alpine Bank Wealth Management holds $217,920 across 2 Utilities - Regulated Water names. AWK ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
1,050 | $138,159 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
2,082 | $79,761 |
All Filings in AWK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,159 | 1,050 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $180,947 | 1,300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $180,843 | 1,300 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $191,776 | 1,300 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||