Compound Planning, Inc.
Position in AWK — American Water Works Company, Inc.
CIK 1978879
NEW YORK, NY
Position in AWK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$283,422
+$1,173 QoQ
Shares Held
2,154
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#748
of 1,121 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $1,139,810 across 3 Utilities - Regulated Water names. AWK ranks #3 (24.9% of the industry book) .
All Filings in AWK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,422 | 2,154 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $282,249 | 2,074 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $271,309 | 2,079 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $295,221 | 2,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $252,067 | 1,812 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $228,360 | 1,548 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $215,865 | 1,734 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $252,995 | 1,730 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||