Catherine Avery Investment Management LLC
Position in AWK — American Water Works Company, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in AWK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$88,816
-$1,003 QoQ
Shares Held
675
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#886
of 1,123 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $88,816 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
|
675 | $88,816 |
All Filings in AWK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,816 | 675 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $89,819 | 660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,130 | 660 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $91,865 | 660 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $91,812 | 660 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $97,363 | 660 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $82,163 | 660 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||