JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in AWK — American Water Works Company, Inc.
CIK 2122180
AMMON, ID
Position in AWK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$355,660
-$61,318 QoQ
Shares Held
2,703
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#700
of 1,121 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $355,660 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
|
2,703 | $355,660 |
All Filings in AWK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,660 | 2,703 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $416,978 | 3,064 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,340,887 | 10,275 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||