BIRCH FINANCIAL GROUP, LLC
Position in AWK — American Water Works Company, Inc.
CIK 2083592
KEENE, NH
Position in AWK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$421,845
+$13,031 QoQ
Shares Held
3,206
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#653
of 1,121 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026BIRCH FINANCIAL GROUP, LLC holds $421,845 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,206 | $421,845 |
All Filings in AWK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,845 | 3,206 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $408,814 | 3,004 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||