Evergreen Capital Management’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$221K Buy
+1,681
New +$216K ﹤0.01% 1407
2026
Q1
Sell
-1,569
Closed -$205K 1519
2025
Q4
$205K Buy
+1,569
New +$210K ﹤0.01% 1302
2024
Q1
Sell
-1,613
Closed -$213K 877
2023
Q4
$213K Buy
+1,613
New +$203K 0.01% 751

Other funds holding AWK

Evergreen Capital Management's AWK Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in American Water Works (AWK) in Q2 2026: 1,681 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in AWK as recently as Q4 2025.

Evergreen Capital Management first reported a position in AWK in Q4 2023 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Evergreen Capital Management held 1,681 shares of American Water Works worth $221K as of Q2 2026.
  • American Water Works was a new Evergreen Capital Management position in Q2 2026.
  • American Water Works made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1407 holding.
  • Evergreen Capital Management first reported a position in American Water Works in Q4 2023 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.