EverSource Wealth Advisors’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
$304K Buy
2,311
+332
+17% +$42.7K 0.01% 793
2026
Q1
$269K Buy
1,979
+779
+65% +$103K 0.01% 898
2025
Q4
$157K Sell
1,200
-118
-9% -$15.8K 0.01% 1075
2025
Q3
$183K Sell
1,318
-365
-22% -$51.6K 0.01% 952
2025
Q2
$234K Buy
1,683
+1,126
+202% +$161K 0.01% 800
2025
Q1
$82.2K Buy
557
+264
+90% +$34.8K ﹤0.01% 990
2024
Q4
$36.5K Buy
293
+103
+54% +$13.9K ﹤0.01% 1332
2024
Q3
$27.8K Buy
190
+56
+42% +$7.94K ﹤0.01% 1330
2024
Q2
$19.1K Buy
134
+3
+2% +$379 ﹤0.01% 1525
2024
Q1
$16K Sell
131
-48
-27% -$5.91K ﹤0.01% 1470
2023
Q4
$23.6K Hold
179
﹤0.01% 1162
2023
Q3
$22.2K Sell
179
-63
-26% -$8.83K ﹤0.01% 1086
2023
Q2
$34.5K Sell
242
-2
-0.8% -$294 ﹤0.01% 972
2023
Q1
$35.7K Buy
244
+10
+4% +$1.48K ﹤0.01% 901
2022
Q4
$35.7K Buy
234
+175
+297% +$25.3K 0.01% 886
2022
Q3
$8K Sell
59
-1
-2% -$151 ﹤0.01% 1184
2022
Q2
$8K Sell
60
-45
-43% -$6.86K ﹤0.01% 1092
2022
Q1
$17K Buy
105
+37
+54% +$5.86K ﹤0.01% 758
2021
Q4
$13K Buy
+68
New +$11.9K ﹤0.01% 839

Other funds holding AWK

EverSource Wealth Advisors's AWK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its American Water Works (AWK) stake by 17% in Q2 2026, buying an estimated $42.7K and bringing the position to 2,311 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #793.

EverSource Wealth Advisors first reported a position in AWK in Q4 2021 and has held it in 19 quarters since. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • EverSource Wealth Advisors held 2,311 shares of American Water Works worth $304K as of Q2 2026.
  • EverSource Wealth Advisors bought 332 American Water Works shares in Q2 2026, an estimated $42.7K.
  • American Water Works made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #793 holding.
  • EverSource Wealth Advisors first reported a position in American Water Works in Q4 2021 and has held it in 19 quarters since.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.