Position in AWK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$245,528
-$155,257 QoQ
Shares Held
1,866
-36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#780
of 1,121 holders
Holding Since
Mar 2025
6 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, 2026PDS Planning, Inc holds $484,276 across 2 Utilities - Regulated Water names. AWK ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
1,866 | $245,528 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
41,306 | $238,748 |
All Filings in AWK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,528 | 1,866 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $400,785 | 2,945 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $362,790 | 2,780 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $417,570 | 3,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $408,705 | 2,938 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $323,511 | 2,193 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||