Medallion Wealth Advisors, LLC
Position in AWK — American Water Works Company, Inc.
CIK 2131139
FARMINGTON, CT
Position in AWK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$197,501
-$6,634 QoQ
Shares Held
1,501
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#844
of 1,123 holders
Holding Since
Jun 2025
5 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, 2026Medallion Wealth Advisors, LLC holds $237,609 across 2 Utilities - Regulated Water names. AWK ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
1,501 | $197,501 | |
| 2 | HTO |
H2o America
|
660 | $40,108 |
All Filings in AWK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,501 | 1,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $204,135 | 1,500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $195,750 | 1,500 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $208,785 | 1,500 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $208,665 | 1,500 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||