Private Wealth Management Group, LLC

Position in AWK — American Water Works Company, Inc.

CIK 2011342 PRINCETON, NJ

Position in AWK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$30,526

+$16,509 QoQ

Shares Held

232

+125.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#939

of 1,121 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $50,790 across 7 Utilities - Regulated Water names. AWK ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	232	$30,526
2	WTRG	Essential Utilities, Inc.	232	$8,887
3	GWRS	Global Water Resources, Inc.	621	$4,496
4	CWT	California Water Service Group	65	$3,162
5	ARTNA	Artesian Resources Corp	49	$1,665
6	AWR	American States Water Co	14	$1,156
7	MSEX	Middlesex Water Co	16	$898

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,526	232	+125.2%	Shares	Sole	2026-07-27
2026-03-31	$14,017	103	+22.6%	Shares	Sole	2026-04-23
2025-12-31	$10,962	84	-5.6%	Shares	Sole	2026-01-23
2025-09-30	$12,387	89	0.0%	Shares	Sole	2025-10-17
2025-06-30	$12,380	89	0.0%	Shares	Sole	2025-07-29
2025-03-31	$13,129	89	+25.4%	Shares	Sole	2025-05-02
2024-12-31	$8,838	71	+102.9%	Shares	Sole	2025-01-27
2024-09-30	$5,118	35	+2.9%	Shares	Sole	2024-10-29
2024-06-30	$4,391	34	+209.1%	Shares	Sole	2024-08-13
2024-03-31	$1,344	11	-38.9%	Shares	Sole	2024-04-30
2023-12-31	$2,375	18	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.