Excelsior Advisor Network LLC
Position in AWK — American Water Works Company, Inc.
CIK 2110679
SCOTTSDALE, AZ
Position in AWK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,642,381
+$1,413,070 QoQ
Shares Held
12,482
+640.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#414
of 1,123 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Excelsior Advisor Network LLC holds $1,642,381 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
|
12,482 | $1,642,381 |
All Filings in AWK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,381 | 12,482 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $229,311 | 1,685 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||