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American Water Works shares owned by United Financial Planning Group

Quarter-by-quarter ownership of American Water Works (AWK) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in American Water Works

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All positions including American Water Works held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Water Works by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1k 23 136.09

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding American Water Works

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Wellington Management Company
GQG Partners
Reed Conner & Birdwell
Geode Capital Management
Amundi
Invesco
Northern Trust
Legal & General Group
Victory Capital Management
Norges Bank Investment Management

View all funds holding American Water Works