MERCER GLOBAL ADVISORS INC /ADV
Position in AWK — American Water Works Company, Inc.
CIK 853758
DENVER, CO
Position in AWK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,098,461
+$1,768,067 QoQ
Shares Held
38,748
+58.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#268
of 1,132 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names. AWK ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
38,748 | $5,098,461 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
98,527 | $3,774,569 | |
| 3 | AWR |
American States Water Co
|
35,011 | $2,892,958 | |
| 4 | CWT |
California Water Service Group
|
24,355 | $1,184,870 | |
| 5 | HTO |
H2o America
|
12,106 | $735,681 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
22,206 | $655,077 | |
| 7 | YORW |
York Water Co
|
15,791 | $483,994 | |
| 8 | MSEX |
Middlesex Water Co
|
5,509 | $309,385 |
All Filings in AWK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,098,461 | 38,748 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,330,394 | 24,472 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,408,181 | 41,442 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,857,334 | 49,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,930,877 | 49,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,650,639 | 17,968 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,893,119 | 15,207 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $1,321,747 | 10,014 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $903,339 | 7,295 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,146,853 | 8,034 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,159,907 | 7,918 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,048,344 | 6,878 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $907,085 | 6,969 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,002,412 | 6,738 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,072,965 | 6,482 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,039,863 | 5,506 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,026,579 | 6,073 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $947,591 | 6,148 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $805,520 | 5,373 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $672,045 | 4,379 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $667,896 | 4,610 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $564,045 | 4,384 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $635,939 | 5,319 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||