Demars Financial Group’s American Water Works AWK Stock Holding History

Demars Financial Group’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	$1.17M	Buy	9,057 +380	+4%	+$51.4K	0.31%	42
2026 Q2	$1.14M	Buy	8,677 +2,390	+38%	+$307K	0.32%	41
2026 Q1	$856K	Buy	6,287 +1,151	+22%	+$152K	0.28%	46
2025 Q4	$670K	Buy	5,136 +672	+15%	+$89.8K	0.22%	46
2025 Q3	$621K	Buy	+4,464	New	+$631K	0.22%	48

Other funds holding AWK

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Demars Financial Group's AWK Position: Q3 2026 in Review

Demars Financial Group increased its American Water Works (AWK) stake by 4.4% in Q3 2026, buying an estimated $51.4K and bringing the position to 9,057 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #42.

Demars Financial Group first reported a position in AWK in Q3 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

Demars Financial Group held 9,057 shares of American Water Works worth $1.17M as of Q3 2026.
Demars Financial Group bought 380 American Water Works shares in Q3 2026, an estimated $51.4K.
American Water Works made up 0.31% of Demars Financial Group's portfolio in Q3 2026, its #42 holding.
Demars Financial Group first reported a position in American Water Works in Q3 2025 and has held it in 5 quarters since.
268 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.