Bruce G. Allen Investments, LLC
Position in AWK — American Water Works Company, Inc.
CIK 2005409
DENVER, CO
Position in AWK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$20,263
-$967 QoQ
Shares Held
154
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#970
of 1,123 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, 2026Bruce G. Allen Investments, LLC holds $22,178 across 2 Utilities - Regulated Water names. AWK ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
154 | $20,263 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
50 | $1,915 |
All Filings in AWK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,263 | 154 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $21,230 | 156 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,358 | 156 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,713 | 156 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $21,701 | 156 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $23,013 | 156 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $19,420 | 156 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $22,813 | 156 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $20,148 | 156 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $19,920 | 163 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $21,646 | 164 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||