Root Financial Partners, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1977181
ENCINITAS, CA
Position in AWK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$88,458
+$27,254 QoQ
Shares Held
650
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
All Filings in AWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,458 | 650 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $61,204 | 469 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $44,540 | 320 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||