Concurrent Investment Advisors, LLC
Position in AWK — American Water Works Company, Inc.
CIK 2001015
Tampa, FL
Position in AWK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,223,175
-$263,869 QoQ
Shares Held
16,896
-7.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#360
of 1,121 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $2,301,823 across 2 Utilities - Regulated Water names. AWK ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
16,896 | $2,223,175 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
13,607 | $78,648 |
All Filings in AWK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,223,175 | 16,896 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,487,044 | 18,275 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,415,033 | 18,506 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,683,722 | 19,281 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,718,070 | 19,539 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,889,031 | 19,584 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,681,486 | 13,507 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,929,198 | 13,192 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,699,616 | 13,159 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $291,715 | 2,387 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $368,648 | 2,793 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||