Envestnet Portfolio Solutions, Inc.

Position in AWK — American Water Works Company, Inc.

CIK 1998033 BERWYN, PA

Position in AWK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$394,082

+$73,182 QoQ

Shares Held

2,995

+27.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#676

of 1,121 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $1,594,556 across 4 Utilities - Regulated Water names. AWK ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	13,801	$528,716
2	HTO	H2o America	6,650	$404,120
3	AWK	American Water Works Company, Inc. This page	2,995	$394,082
4	AWR	American States Water Co	3,239	$267,638

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,082	2,995	+27.0%	Shares	Sole	2026-07-20
2026-03-31	$320,900	2,358	-2.9%	Shares	Sole	2026-04-29
2025-12-31	$316,854	2,428	-0.0%	Shares	Sole	2026-02-06
2025-09-30	$338,092	2,429	-24.8%	Shares	Sole	2025-10-30
2025-06-30	$449,603	3,232	+0.3%	Shares	Sole	2025-07-25
2025-03-31	$475,456	3,223	-20.4%	Shares	Sole	2025-04-21
2024-12-31	$504,184	4,050	-61.2%	Shares	Sole	2025-02-10
2024-09-30	$1,528,208	10,450	+9.2%	Shares	Sole	2024-10-31
2024-06-30	$1,235,673	9,567	-12.5%	Shares	Sole	2024-07-16
2024-03-31	$1,336,855	10,939	+78.9%	Shares	Sole	2024-05-06
2023-12-31	$806,986	6,114	+2.0%	Shares	Sole	2024-02-07
2023-09-30	$742,484	5,996	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.