Modern Wealth Management, LLC

Position in AWK — American Water Works Company, Inc.

CIK 2001900 KANSAS CITY, MO

Position in AWK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$424,078

+$62,626 QoQ

Shares Held

3,223

+21.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#653

of 1,125 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,141,763 across 4 Utilities - Regulated Water names. AWK ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	3,223	$424,078
2	WTRG	Essential Utilities, Inc.	8,444	$323,488
3	AWR	American States Water Co	2,504	$206,903
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	32,404	$187,294

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,078	3,223	+21.3%	Shares	Other	2026-08-14
2026-03-31	$361,452	2,656	+2.0%	Shares	Other	2026-05-14
2025-12-31	$339,821	2,604	-12.1%	Shares	Other	2026-02-17
2025-09-30	$412,416	2,963	+14.3%	Shares	Other	2025-11-12
2025-06-30	$360,570	2,592	—	Shares	Other	2025-11-12
No filing history on record for this holder in this stock.