CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AWK — American Water Works Company, Inc.
CIK 819864
KOKOMO, IN
Position in AWK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$504,346
+$6,121 QoQ
Shares Held
3,833
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#620
of 1,121 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $831,053 across 6 Utilities - Regulated Water names. AWK ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,833 | $504,346 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
41,607 | $240,488 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,025 | $39,267 | |
| 4 | AWR |
American States Water Co
|
368 | $30,407 | |
| 5 | CWT |
California Water Service Group
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
666 | $4,821 |
All Filings in AWK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,346 | 3,833 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $498,225 | 3,661 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,702 | 105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,614 | 105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,606 | 105 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,489 | 105 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,449 | 100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,817 | 115 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,853 | 115 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $13,931 | 114 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $17,158 | 130 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,097 | 130 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,557 | 130 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $19,043 | 130 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $17,375 | 114 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,838 | 114 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $14,877 | 100 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,553 | 100 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $75,544 | 400 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $67,616 | 400 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $61,652 | 400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $59,968 | 400 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $61,388 | 400 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $57,952 | 400 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $51,464 | 400 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||