AWE
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Avidian Wealth Enterprises’s American Water Works AWK Stock Holding History

Avidian Wealth Enterprises’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.95M Buy
15,077
+300
+2% +$40.6K 0.05% 217
2026
Q2 		$1.94M Buy
14,777
+915
+7% +$118K 0.05% 216
2026
Q1 		$1.89M Buy
13,862
+9,217
+198% +$1.22M 0.06% 201
2025
Q4 		$606K Sell
4,645
-24
-0.5% -$3.21K 0.02% 335
2025
Q3 		$650K Buy
+4,669
New +$660K 0.02% 307

Other funds holding AWK

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Avidian Wealth Enterprises's AWK Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its American Water Works (AWK) stake by 2% in Q3 2026, buying an estimated $40.6K and bringing the position to 15,077 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #217.

Avidian Wealth Enterprises first reported a position in AWK in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

  • Avidian Wealth Enterprises held 15,077 shares of American Water Works worth $1.95M as of Q3 2026.
  • Avidian Wealth Enterprises bought 300 American Water Works shares in Q3 2026, an estimated $40.6K.
  • American Water Works made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #217 holding.
  • Avidian Wealth Enterprises first reported a position in American Water Works in Q3 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.