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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Demars Financial Group's AWK Position: Q1 2026 in Review

Demars Financial Group increased its American Water Works (AWK) stake by 22% in Q1 2026, buying an estimated $152K and bringing the position to 6,287 shares worth $856K. The position accounts for 0.28% of the portfolio, ranked #46.

Demars Financial Group first reported a position in AWK in Q3 2025 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Demars Financial Group held 6,287 shares of American Water Works worth $856K as of Q1 2026.
  • Demars Financial Group bought 1,151 American Water Works shares in Q1 2026, an estimated $152K.
  • American Water Works made up 0.28% of Demars Financial Group's portfolio in Q1 2026, its #46 holding.
  • Demars Financial Group first reported a position in American Water Works in Q3 2025 and has held it in 3 quarters since.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.