KINGSWOOD WEALTH ADVISORS, LLC
Position in AWK — American Water Works Company, Inc.
CIK 1987855
SAN DIEGO, CA
Position in AWK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$277,107
+$65,175 QoQ
Shares Held
2,106
+29.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#751
of 1,121 holders
Holding Since
Jun 2023
9 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $490,570 across 2 Utilities - Regulated Water names. AWK ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
2,106 | $277,107 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
5,572 | $213,463 |
All Filings in AWK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,107 | 2,106 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $211,932 | 1,624 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $272,933 | 1,962 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $318,938 | 2,162 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $269,147 | 2,162 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $535,238 | 3,660 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $476,342 | 3,688 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $326,015 | 2,470 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $349,737 | 2,450 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||